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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.07B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.8% less ownership

Funds ownership: 84.7%81.89% (-2.8%)

4% less funds holding

Funds holding: 140134 (-6)

6% less capital invested

Capital invested by funds: $1.13B → $1.07B (-$62.9M)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
51
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$722M +$12.5M +682,122 +2%
LPL Financial
2
LPL Financial
California
$121M -$4.65M -254,261 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M -$3.02M -165,086 -17%
AssetMark Inc
4
AssetMark Inc
California
$12.3M +$350K +19,143 +3%
BC
5
Brio Consultants
California
$12M +$84K +4,596 +0.7%
Jane Street
6
Jane Street
New York
$9.79M -$28M -1,529,244 -74%
DJSG
7
D.J. St. Germain
Massachusetts
$9.38M +$2.71M +148,041 +40%
SFM
8
Signet Financial Management
New Jersey
$8.64M +$782K +42,753 +10%
Morgan Stanley
9
Morgan Stanley
New York
$7.22M +$3.97M +216,870 +119%
CA
10
Continuum Advisory
Idaho
$6.86M +$134K +7,334 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.52M -$3.4M -185,945 -34%
APC
12
Aspire Private Capital
North Carolina
$6.12M +$124K +6,781 +2%
AA
13
Alesco Advisors
New York
$5.81M -$5.2M -284,151 -47%
TWM
14
Tradition Wealth Management
Minnesota
$5.63M -$178K -9,717 -3%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.18M -$564K -30,862 -10%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$5.05M +$5.1M +279,160 New
PAG
17
Private Advisor Group
New Jersey
$4.95M -$654K -35,785 -12%
Bank of America
18
Bank of America
North Carolina
$4.86M -$208K -11,388 -4%
AFS
19
AFG Fiduciary Services
Massachusetts
$4.63M -$1.81M -99,166 -28%
RJA
20
Raymond James & Associates
Florida
$4.34M -$266K -14,554 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.33M +$102K +5,575 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.31M +$366K +19,994 +12%
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$3.31M +$108K +5,906 +3%
CAC
24
Certified Advisory Corp
Florida
$3.09M +$110K +5,990 +4%
PAS
25
Park Avenue Securities
New York
$3M +$189K +10,362 +7%

TIPX Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2023, worth a combined $1.07B — down 5.6% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TIPX and 12 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $28M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2023, down from 140 in Q2 2023.
  • Funds reported $1.07B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2023 and 18 closed out, a net change of -6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2023 was State Street, an estimated $12.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2023 was Jane Street, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2023.