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State Street SPDR Bloomberg 1-10 Year TIPS ETF

140 hedge funds and large institutions have $1.13B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

4.24% more ownership

Funds ownership: 80.46%84.7% (+4.2%)

2% more funds holding

Funds holding: 137140 (+3)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$13.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$724M +$58.7M +3,139,408 +9%
LPL Financial
2
LPL Financial
California
$128M -$34M -1,818,106 -21%
Jane Street
3
Jane Street
New York
$38.2M +$24.6M +1,316,315 +175%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.4M +$1.86M +99,388 +11%
PCA
5
Pallas Capital Advisors
Massachusetts
$13.9M +$1.06M +56,893 +8%
AssetMark Inc
6
AssetMark Inc
California
$12.2M +$198K +10,602 +2%
BC
7
Brio Consultants
California
$12.2M +$882K +47,195 +8%
AA
8
Alesco Advisors
New York
$11.2M -$65.7K -3,514 -0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.1M +$541K +28,926 +6%
SFM
10
Signet Financial Management
New Jersey
$8.03M +$333K +17,829 +4%
CA
11
Continuum Advisory
Idaho
$6.86M +$513K +27,422 +8%
DJSG
12
D.J. St. Germain
Massachusetts
$6.84M +$6.93M +370,634 New
AFS
13
AFG Fiduciary Services
Massachusetts
$6.54M +$959K +51,267 +17%
APC
14
Aspire Private Capital
North Carolina
$6.13M +$511K +27,307 +9%
TWM
15
Tradition Wealth Management
Minnesota
$5.92M -$532K -28,427 -8%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.86M -$29.7K -1,589 -0.5%
PAG
17
Private Advisor Group
New Jersey
$5.71M -$92.5K -4,947 -2%
Bank of America
18
Bank of America
North Carolina
$5.17M -$70.9K -3,794 -1%
RJA
19
Raymond James & Associates
Florida
$4.7M -$954K -51,049 -17%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.32M +$190K +10,164 +5%
Morgan Stanley
21
Morgan Stanley
New York
$3.37M -$1.77M -94,693 -34%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.32M -$90.2K -4,822 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.31M +$1.87M +99,791 +126%
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$3.27M +$114K +6,109 +4%
CAC
25
Certified Advisory Corp
Florida
$3.05M +$223K +11,902 +8%

TIPX Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2023, worth a combined $1.13B — up 1.2% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIPX positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was LPL Financial, cutting an estimated $34M.

  • 140 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2023, up from 137 in Q1 2023.
  • Funds reported $1.13B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2023 was State Street, an estimated $58.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2023 was LPL Financial, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2023.