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State Street SPDR Bloomberg 1-10 Year TIPS ETF

43 hedge funds and large institutions have $326M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

10.8% more ownership

Funds ownership: 91.68%102.48% (+11%)

8% more funds holding

Funds holding: 4043 (+3)

3% more capital invested

Capital invested by funds: $318M → $326M (+$8.36M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$276M +$54.4M +2,762,238 +24%
BC
2
Brio Consultants
California
$16.9M -$64.8K -3,289 -0.4%
SFM
3
Signet Financial Management
New Jersey
$6.53M +$568K +28,840 +10%
AWM
4
Altavista Wealth Management
North Carolina
$6.29M +$440K +22,338 +7%
CA
5
Continuum Advisory
Idaho
$2.3M +$881K +44,712 +62%
Goldman Sachs
6
Goldman Sachs
New York
$1.96M
MGIA
7
Moneta Group Investment Advisors
Missouri
$1.37M -$60.7K -3,082 -4%
Deutsche Bank
8
Deutsche Bank
Germany
$1.36M
MA
9
Mutual Advisors
Nebraska
$1.24M -$24.8K -1,259 -2%
FI
10
FormulaFolio Investments
Michigan
$1.17M +$97.7K +4,960 +9%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$955K +$155K +7,848 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$945K +$673K +34,180 +245%
MML Investors Services
13
MML Investors Services
Massachusetts
$826K +$277K +14,052 +50%
NA
14
NewEdge Advisors
Louisiana
$739K +$742K +37,651 New
FTUS
15
Flow Traders U.S.
New York
$718K +$721K +36,573 New
NDSI
16
Newman Dignan & Sheerar Inc
Rhode Island
$703K +$2.11K +107 +0.3%
CW
17
CreativeOne Wealth
Kansas
$702K +$187K +9,511 +36%
Jane Street
18
Jane Street
New York
$626K -$49.8M -2,526,432 -99%
Citadel Advisors
19
Citadel Advisors
Florida
$565K -$1.1M -55,728 -66%
JCM
20
Jacobi Capital Management
Pennsylvania
$462K +$464K +23,537 New
Morgan Stanley
21
Morgan Stanley
New York
$458K +$31.1K +1,579 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$332K +$334K +16,968 New
VWA
23
V Wealth Advisors
Kansas
$282K +$283K +14,360 New
RFN
24
RDA Financial Network
Iowa
$257K -$277K -14,037 -52%
LCP
25
Legacy Capital Partners
Wisconsin
$236K +$236 +12 +0.1%

TIPX Hedge Fund Activity: Q1 2020 in Review

43 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2020, worth a combined $326M — up 2.6% from $318M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TIPX positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was State Street, adding an estimated $54.4M. The largest seller was Jane Street, cutting an estimated $49.8M.

  • 43 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2020, up from 40 in Q4 2019.
  • Funds reported $326M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2020, up 2.6% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2020 and 4 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2020 was State Street, an estimated $54.4M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2020 was Jane Street, an estimated $49.8M sold.

Based on aggregated 13F filings for Q1 2020.