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State Street SPDR Bloomberg 1-10 Year TIPS ETF

139 hedge funds and large institutions have $1.11B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 134139 (+5)

0.44% less ownership

Funds ownership: 78.21%77.77% (-0.44%)

3% less capital invested

Capital invested by funds: $1.14B → $1.11B (-$30.6M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $234K

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
22
Increased
65
Reduced
41
Closed
16
Calls
Puts
$234K
Net Calls
-$234K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$551M +$11.8M +608,080 +2%
LPL Financial
2
LPL Financial
California
$165M +$67.9M +3,508,769 +63%
CAL
3
Capital Analysts LLC
Pennsylvania
$51.9M +$1.44M +74,264 +3%
CA
4
Continuum Advisory
Idaho
$23.7M +$1.44M +74,298 +6%
GLA
5
Good Life Advisors
Pennsylvania
$22.8M +$2.62M +135,574 +12%
SFM
6
Signet Financial Management
New Jersey
$18.6M +$1.71M +88,240 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.9M +$7.28M +376,313 +86%
Jane Street
8
Jane Street
New York
$14M -$1.21M -62,601 -8%
AssetMark Inc
9
AssetMark Inc
California
$13.3M +$518K +26,792 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.7M -$57.4K -2,968 -0.5%
PCA
11
Pallas Capital Advisors
Massachusetts
$11.4M +$877K +45,309 +8%
Bank of America
12
Bank of America
North Carolina
$11.1M -$1.2M -61,933 -9%
BC
13
Brio Consultants
California
$10.5M +$754K +38,971 +7%
ODFS
14
O'Donnell Financial Services
California
$10M -$682K -35,262 -6%
BPA
15
Beacon Pointe Advisors
California
$8.16M -$1.33M -68,501 -13%
RJA
16
Raymond James & Associates
Florida
$7.46M -$690K -35,670 -8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.58M +$51.1K +2,641 +0.7%
FA
18
Fermata Advisors
California
$6.18M +$673K +34,780 +11%
AFS
19
AFG Fiduciary Services
Massachusetts
$6.17M -$359K -18,564 -5%
MML Investors Services
20
MML Investors Services
Massachusetts
$6.15M +$1.32M +68,144 +25%
APC
21
Aspire Private Capital
North Carolina
$5.97M +$260K +13,434 +4%
SCP
22
Shorepoint Capital Partners
Massachusetts
$5.63M +$5.98M +309,135 New
TWM
23
Tradition Wealth Management
Minnesota
$5.55M +$550K +28,407 +10%
PAG
24
Private Advisor Group
New Jersey
$5.52M +$1.88M +96,997 +47%
FTUS
25
Flow Traders U.S.
New York
$5.44M +$5.78M +298,588 New

TIPX Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2022, worth a combined $1.11B — down 2.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TIPX positions and 16 closed out — a net gain of 6 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Citadel Advisors, cutting an estimated $27.7M.

  • 139 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $1.11B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2022 and 16 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2022 was LPL Financial, an estimated $67.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2022 was Citadel Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2022.