We are live on ! Find out more
TIPX icon

State Street SPDR Bloomberg 1-10 Year TIPS ETF

124 hedge funds and large institutions have $1.23B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

28% more capital invested

Capital invested by funds: $954M → $1.23B (+$272M)

25% more funds holding

Funds holding: 99124 (+25)

0% less ownership

Funds ownership: 83.3%83.3% (-0%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
124
Holders Change
+25
Holders Change %
+25.25%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
38
Increased
47
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$624M +$39.9M +1,913,503 +7%
LPL Financial
2
LPL Financial
California
$89.9M +$30M +1,441,241 +50%
Jane Street
3
Jane Street
New York
$84.3M +$85M +4,077,655 New
CAL
4
Capital Analysts LLC
Pennsylvania
$56.5M +$56.9M +2,730,570 +910,190%
CA
5
Continuum Advisory
Idaho
$24.3M +$3.31M +159,008 +15%
GLA
6
Good Life Advisors
Pennsylvania
$24.3M +$3.37M +161,860 +16%
SFM
7
Signet Financial Management
New Jersey
$18.5M +$369K +17,700 +2%
AssetMark Inc
8
AssetMark Inc
California
$15M +$15.1M +723,801 +4,021,117%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$14.9M +$14.9M +716,733 New
Comerica Bank
10
Comerica Bank
Texas
$13.4M +$13.7M +657,800 New
Bank of America
11
Bank of America
North Carolina
$12.8M +$1.81M +86,636 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$12.8M +$6.58M +315,516 +103%
Osaic Holdings
13
Osaic Holdings
Arizona
$12.7M +$4.76M +228,434 +61%
ODFS
14
O'Donnell Financial Services
California
$12.6M -$388K -18,632 -3%
PCA
15
Pallas Capital Advisors
Massachusetts
$12.2M +$797K +38,221 +7%
RJA
16
Raymond James & Associates
Florida
$12.1M -$12.4M -596,093 -50%
OC
17
Oppenheimer & Co
New York
$12.1M +$12.2M +585,734 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.1M +$462K +22,167 +4%
BPA
19
Beacon Pointe Advisors
California
$11M +$11.1M +531,243 New
AFS
20
AFG Fiduciary Services
Massachusetts
$10.1M +$3.33M +159,508 +48%
BC
21
Brio Consultants
California
$9.19M +$364K +17,456 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$7.72M -$7.74M -371,383 -50%
GRP
23
Global Retirement Partners
California
$7.7M +$7.97M +382,445 New
SS
24
Simplicity Solutions
Minnesota
$6.41M +$6.46M +310,087 New
FA
25
Fermata Advisors
California
$6.35M +$523K +25,078 +9%

TIPX Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2022, worth a combined $1.23B — up 28% from $954M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TIPX positions and 9 closed out — a net gain of 29 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $85M. The largest seller was Raymond James & Associates, cutting an estimated $12.4M.

  • 124 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2022, up from 99 in Q4 2021.
  • Funds reported $1.23B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2022, up 28% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2022 and 9 closed out, a net change of +29 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2022 was Jane Street, an estimated $85M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2022 was Raymond James & Associates, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2022.