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State Street SPDR Bloomberg 1-10 Year TIPS ETF

99 hedge funds and large institutions have $954M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more funds holding

Funds holding: 7599 (+24)

27% more capital invested

Capital invested by funds: $750M → $954M (+$203M)

0.78% more ownership

Funds ownership: 82.52%83.3% (+0.78%)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
31
Increased
42
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$596M +$49.9M +2,357,388 +9%
LPL Financial
2
LPL Financial
California
$61.4M +$49.1M +2,316,246 +392%
RJA
3
Raymond James & Associates
Florida
$25M +$4.63M +218,861 +23%
CA
4
Continuum Advisory
Idaho
$21.9M +$4.07M +192,314 +23%
GLA
5
Good Life Advisors
Pennsylvania
$21.4M +$21.4M +1,011,247 New
SFM
6
Signet Financial Management
New Jersey
$18.5M +$816K +38,511 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.7M +$3.16M +149,419 +25%
CPFP
8
Clear Perspectives Financial Planning
Ohio
$13.3M +$2.33M +110,132 +21%
ODFS
9
O'Donnell Financial Services
California
$13.1M +$6.06M +286,112 +84%
AWM
10
Altavista Wealth Management
North Carolina
$12.5M -$108K -5,094 -0.9%
PCA
11
Pallas Capital Advisors
Massachusetts
$11.6M +$2.51M +118,625 +27%
Bank of America
12
Bank of America
North Carolina
$11.3M +$2.28M +107,592 +25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.8M +$10.4M +490,271 +2,100%
BC
14
Brio Consultants
California
$9.02M +$355K +16,741 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.88M +$6.05M +285,532 +326%
AFS
16
AFG Fiduciary Services
Massachusetts
$6.99M +$7.01M +331,025 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.45M +$6.46M +305,192 New
FA
18
Fermata Advisors
California
$5.96M +$1.14M +53,948 +24%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.77M +$5.79M +273,360 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.68M +$218K +10,276 +4%
FMC
21
Financial Management Concepts
Florida
$4.95M +$817K +38,561 +20%
Morgan Stanley
22
Morgan Stanley
New York
$4.84M +$1.09M +51,526 +29%
PAG
23
Private Advisor Group
New Jersey
$4.79M -$521K -24,581 -10%
WI
24
WBI Investments
New Jersey
$4.52M +$1.18M +55,497 +35%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.71M +$1.32M +62,357 +55%

TIPX Hedge Fund Activity: Q4 2021 in Review

99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2021, worth a combined $954M — up 27% from $750M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TIPX positions and 7 closed out — a net gain of 24 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Stringer Asset Management, cutting an estimated $1.8M.

  • 99 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2021, up from 75 in Q3 2021.
  • Funds reported $954M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2021 was State Street, an estimated $49.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2021 was Stringer Asset Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2021.