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State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

75 hedge funds and large institutions have $750M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more funds holding

Funds holding: 62 → 75 (+13)

14% more capital invested

Capital invested by funds: $658M → $750M (+$92.9M)

2.7% less ownership

Funds ownership: 85.23% → 82.52% (-2.7%)

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
21
Increased
34
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$14.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
3
State Street
State Street
Massachusetts
+$12.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.17M
5
FA
Fermata Advisors
California
+$4.84M

Top Sellers

Rank Fund Capital Flow
1
MGIA
Moneta Group Investment Advisors
Missouri
-$981K
2
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$968K
3
FTUS
Flow Traders U.S.
New York
-$573K
4
QCIG
Quad-Cities Investment Group
Iowa
-$256K
5
FTA
Financial & Tax Architects
Missouri
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$546M +$12.6M +593,464 +2%
RJA
2
Raymond James & Associates
Florida
$20.3M +$14.5M +685,081 +246%
CA
3
Continuum Advisory
Idaho
$17.8M +$1.39M +65,597 +8%
SFM
4
Signet Financial Management
New Jersey
$17.6M +$1.12M +52,997 +7%
AWM
5
Altavista Wealth Management
North Carolina
$12.6M +$345K +16,269 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.6M +$12.6M +595,260 New
LPL Financial
7
LPL Financial
California
$12.5M +$3.36M +158,156 +37%
CPFP
8
Clear Perspectives Financial Planning
Ohio
$11M +$3.37M +158,735 +44%
PCA
9
Pallas Capital Advisors
Massachusetts
$9.35M +$3.25M +152,997 +53%
Bank of America
10
Bank of America
North Carolina
$9M +$4.03M +189,974 +80%
BC
11
Brio Consultants
California
$8.65M +$510K +24,049 +6%
ODFS
12
O'Donnell Financial Services
California
$7.23M +$7.27M +342,520 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.46M +$5.17M +243,587 +1,598%
PAG
14
Private Advisor Group
New Jersey
$5.3M +$3.2M +150,825 +150%
FA
15
Fermata Advisors
California
$4.82M +$4.84M +228,174 New
FMC
16
Financial Management Concepts
Florida
$4.13M +$394K +18,571 +10%
Morgan Stanley
17
Morgan Stanley
New York
$3.75M +$2.19M +103,425 +140%
WI
18
WBI Investments
New Jersey
$3.35M +$130K +6,121 +4%
AI
19
Atria Investments
North Carolina
$2.94M +$2.96M +139,357 New
HCM
20
Howard Capital Management
Georgia
$2.73M +$2.75M +129,609 New
MML Investors Services
21
MML Investors Services
Massachusetts
$2.39M +$186K +8,770 +8%
SAM
22
Stringer Asset Management
Tennessee
$2.35M +$2.36M +111,230 New
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$2.28M +$111K +5,230 +5%
Goldman Sachs
24
Goldman Sachs
New York
$2.11M – – –
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$1.97M -$968K -45,615 -33%
1
2 3 4

TIPX Hedge Fund Activity: Q3 2021 in Review

75 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2021, worth a combined $750M — up 14% from $658M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TIPX positions and 5 closed out — a net gain of 16 holders — while 34 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $14.5M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $981K.

  • 75 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $750M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2021 and 5 closed out, a net change of +16 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $14.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2021 was Moneta Group Investment Advisors, an estimated $981K sold.

Based on aggregated 13F filings for Q3 2021.