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State Street SPDR Bloomberg 1-10 Year TIPS ETF

43 hedge funds and large institutions have $427M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $368M → $427M (+$59.6M)

5% more funds holding

Funds holding: 4143 (+2)

4.74% less ownership

Funds ownership: 95.58%90.84% (-4.7%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
5
Increased
21
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$363M +$40.6M +1,969,177 +13%
AWM
2
Altavista Wealth Management
North Carolina
$9.24M +$1.6M +77,393 +21%
SFM
3
Signet Financial Management
New Jersey
$9.22M +$1.69M +81,671 +22%
BC
4
Brio Consultants
California
$7.8M -$157K -7,603 -2%
CA
5
Continuum Advisory
Idaho
$5.39M +$1.22M +58,980 +29%
Stifel Financial
6
Stifel Financial
Missouri
$3.64M -$417K -20,206 -10%
NA
7
NewEdge Advisors
Louisiana
$3.06M +$796K +38,584 +35%
Jane Street
8
Jane Street
New York
$2.96M +$2.95M +143,022 New
Citadel Advisors
9
Citadel Advisors
Florida
$2.17M -$376K -18,197 -15%
Goldman Sachs
10
Goldman Sachs
New York
$2.07M
CW
11
CreativeOne Wealth
Kansas
$1.64M +$690K +33,445 +73%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.61M +$381K +18,486 +31%
MGIA
13
Moneta Group Investment Advisors
Missouri
$1.51M +$14.1K +684 +0.9%
Deutsche Bank
14
Deutsche Bank
Germany
$1.43M
MA
15
Mutual Advisors
Nebraska
$1.32M +$14.7K +710 +1%
NDSI
16
Newman Dignan & Sheerar Inc
Rhode Island
$1.2M +$1.11M +54,027 +1,480%
PWPS
17
Pinnacle Wealth Planning Services
Ohio
$1.18M -$239K -11,605 -17%
Bank of America
18
Bank of America
North Carolina
$1.04M +$482K +23,371 +88%
WWM
19
Western Wealth Management
Colorado
$981K +$724K +35,080 +287%
JCM
20
Jacobi Capital Management
Pennsylvania
$765K +$132K +6,404 +21%
FI
21
FormulaFolio Investments
Michigan
$755K -$276K -13,390 -27%
LPL Financial
22
LPL Financial
California
$729K +$349K +16,924 +93%
KPWS
23
Kestra Private Wealth Services
Texas
$702K +$699K +33,850 New
Osaic Holdings
24
Osaic Holdings
Arizona
$484K +$133K +6,430 +38%
Morgan Stanley
25
Morgan Stanley
New York
$461K -$19.6K -950 -4%

TIPX Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2020, worth a combined $427M — up 16% from $368M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TIPX positions and 3 closed out — a net gain of 2 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was State Street, adding an estimated $40.6M. The largest seller was V Wealth Advisors, exiting entirely with an estimated $564K sold.

  • 43 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $427M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2020 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2020 was State Street, an estimated $40.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2020 was V Wealth Advisors, an estimated $564K sold.

Based on aggregated 13F filings for Q3 2020.