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State Street SPDR Bloomberg 1-10 Year TIPS ETF

62 hedge funds and large institutions have $658M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

27% more funds holding

Funds holding: 4962 (+13)

12% more capital invested

Capital invested by funds: $589M → $658M (+$68.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.45% less ownership

Funds ownership: 90.67%85.23% (-5.4%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
27
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$534M +$38.7M +1,836,573 +8%
SFM
2
Signet Financial Management
New Jersey
$16.6M +$1.44M +68,280 +10%
CA
3
Continuum Advisory
Idaho
$16.4M +$1.45M +68,615 +10%
AWM
4
Altavista Wealth Management
North Carolina
$12.3M +$1.87M +88,530 +18%
LPL Financial
5
LPL Financial
California
$9.15M +$7.06M +334,871 +341%
BC
6
Brio Consultants
California
$8.16M +$668K +31,695 +9%
CPFP
7
Clear Perspectives Financial Planning
Ohio
$7.64M +$387K +18,357 +5%
PCA
8
Pallas Capital Advisors
Massachusetts
$6.15M +$1.01M +48,120 +20%
RJA
9
Raymond James & Associates
Florida
$5.89M +$4.24M +201,129 +259%
Bank of America
10
Bank of America
North Carolina
$5M +$1.6M +75,896 +47%
FMC
11
Financial Management Concepts
Florida
$3.8M +$3.73M +177,015 New
WI
12
WBI Investments
New Jersey
$3.27M +$3.26M +154,531 New
NDSI
13
Newman Dignan & Sheerar Inc
Rhode Island
$2.94M +$76.9K +3,646 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.21M +$271K +12,865 +14%
PWPS
15
Pinnacle Wealth Planning Services
Ohio
$2.17M +$117K +5,565 +6%
PAG
16
Private Advisor Group
New Jersey
$2.12M +$220K +10,438 +12%
Goldman Sachs
17
Goldman Sachs
New York
$2.11M
MA
18
Mutual Advisors
Nebraska
$1.83M +$31.9K +1,513 +2%
Morgan Stanley
19
Morgan Stanley
New York
$1.57M +$417K +19,768 +36%
Deutsche Bank
20
Deutsche Bank
Germany
$1.46M
MGIA
21
Moneta Group Investment Advisors
Missouri
$1.39M -$338K -16,027 -20%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.16M +$413K +19,589 +55%
VWA
23
V Wealth Advisors
Kansas
$1.11M +$53.2K +2,526 +5%
FTA
24
Financial & Tax Architects
Missouri
$986K +$983K +46,629 New
BA
25
Bridge Advisory
California
$842K +$840K +39,830 New

TIPX Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2021, worth a combined $658M — up 12% from $589M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TIPX positions and 3 closed out — a net gain of 13 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was State Street, adding an estimated $38.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.64M sold.

  • 62 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $658M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2021 and 3 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2021 was State Street, an estimated $38.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2021 was Citadel Advisors, an estimated $9.64M sold.

Based on aggregated 13F filings for Q2 2021.