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State Street SPDR Bloomberg 1-10 Year TIPS ETF

46 hedge funds and large institutions have $489M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $427M → $489M (+$61.2M)

7% more funds holding

Funds holding: 4346 (+3)

3.75% more ownership

Funds ownership: 90.84%94.59% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$420M +$53.7M +2,598,869 +15%
SFM
2
Signet Financial Management
New Jersey
$12.8M +$3.38M +163,214 +36%
CA
3
Continuum Advisory
Idaho
$10.4M +$4.87M +235,322 +90%
AWM
4
Altavista Wealth Management
North Carolina
$9.9M +$574K +27,766 +6%
BC
5
Brio Consultants
California
$7.15M -$709K -34,296 -9%
CW
6
CreativeOne Wealth
Kansas
$2.3M +$636K +30,767 +39%
Bank of America
7
Bank of America
North Carolina
$2.23M +$1.18M +56,864 +114%
Goldman Sachs
8
Goldman Sachs
New York
$2.09M
Citadel Advisors
9
Citadel Advisors
Florida
$1.78M -$397K -19,173 -18%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.68M +$56.7K +2,740 +4%
MA
11
Mutual Advisors
Nebraska
$1.66M +$325K +15,731 +25%
MGIA
12
Moneta Group Investment Advisors
Missouri
$1.58M +$58.6K +2,835 +4%
Deutsche Bank
13
Deutsche Bank
Germany
$1.45M
Stifel Financial
14
Stifel Financial
Missouri
$1.27M -$2.37M -114,789 -65%
PWPS
15
Pinnacle Wealth Planning Services
Ohio
$1.22M +$26.2K +1,266 +2%
LPL Financial
16
LPL Financial
California
$1.13M +$394K +19,054 +54%
RJA
17
Raymond James & Associates
Florida
$1.02M +$1.01M +48,656 New
VWA
18
V Wealth Advisors
Kansas
$959K +$949K +45,894 New
PAG
19
Private Advisor Group
New Jersey
$952K +$511K +24,697 +118%
CPFP
20
Clear Perspectives Financial Planning
Ohio
$863K +$854K +41,275 New
FI
21
FormulaFolio Investments
Michigan
$745K -$15.6K -755 -2%
Morgan Stanley
22
Morgan Stanley
New York
$612K +$146K +7,038 +32%
KPWS
23
Kestra Private Wealth Services
Texas
$584K -$121K -5,872 -17%
Osaic Holdings
24
Osaic Holdings
Arizona
$566K +$76.2K +3,686 +16%
JCM
25
Jacobi Capital Management
Pennsylvania
$532K -$236K -11,413 -31%

TIPX Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2020, worth a combined $489M — up 14% from $427M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TIPX positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was State Street, adding an estimated $53.7M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $3.06M sold.

  • 46 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $489M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2020 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2020 was State Street, an estimated $53.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2020 was NewEdge Advisors, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2020.