We are live on ! Find out more
TIPX icon

State Street SPDR Bloomberg 1-10 Year TIPS ETF

41 hedge funds and large institutions have $368M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

13% more capital invested

Capital invested by funds: $326M → $368M (+$41.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 4341 (-2)

6.9% less ownership

Funds ownership: 102.48%95.58% (-6.9%)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
20
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$316M +$29.3M +1,459,068 +10%
BC
2
Brio Consultants
California
$7.81M -$9.54M -475,405 -55%
SFM
3
Signet Financial Management
New Jersey
$7.58M +$806K +40,183 +12%
AWM
4
Altavista Wealth Management
North Carolina
$7.49M +$962K +47,947 +15%
CA
5
Continuum Advisory
Idaho
$4.1M +$1.7M +84,838 +72%
Stifel Financial
6
Stifel Financial
Missouri
$3.98M +$3.93M +195,814 New
Citadel Advisors
7
Citadel Advisors
Florida
$2.5M +$1.89M +93,955 +327%
NA
8
NewEdge Advisors
Louisiana
$2.21M +$1.43M +71,256 +189%
Goldman Sachs
9
Goldman Sachs
New York
$2.03M
MGIA
10
Moneta Group Investment Advisors
Missouri
$1.47M +$44.6K +2,221 +3%
Deutsche Bank
11
Deutsche Bank
Germany
$1.41M
MA
12
Mutual Advisors
Nebraska
$1.28M -$3.49K -174 -0.3%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.2M +$343K +17,073 +41%
PWPS
14
Pinnacle Wealth Planning Services
Ohio
$1.14M +$282K +14,038 +25%
FI
15
FormulaFolio Investments
Michigan
$1.01M -$197K -9,829 -16%
CW
16
CreativeOne Wealth
Kansas
$932K +$203K +10,112 +28%
NDSI
17
Newman Dignan & Sheerar Inc
Rhode Island
$751K -$628K -31,305 -90%
JCM
18
Jacobi Capital Management
Pennsylvania
$620K +$139K +6,943 +29%
VWA
19
V Wealth Advisors
Kansas
$564K +$269K +13,380 +93%
Bank of America
20
Bank of America
North Carolina
$543K +$343K +17,074 +178%
Morgan Stanley
21
Morgan Stanley
New York
$471K -$3.17K -158 -0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$463K -$509K -25,377 -53%
LPL Financial
23
LPL Financial
California
$371K +$160K +7,953 +77%
Osaic Holdings
24
Osaic Holdings
Arizona
$343K -$622 -31 -0.2%
RFN
25
RDA Financial Network
Iowa
$266K +$120 +6 +0%

TIPX Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2020, worth a combined $368M — up 13% from $326M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TIPX and 6 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 20 added.

The largest buyer was State Street, adding an estimated $29.3M. The largest seller was Brio Consultants, cutting an estimated $9.54M.

  • 41 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2020, down from 43 in Q1 2020.
  • Funds reported $368M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2020, up 13% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2020 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2020 was State Street, an estimated $29.3M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2020 was Brio Consultants, an estimated $9.54M sold.

Based on aggregated 13F filings for Q2 2020.