State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
151 hedge funds and large institutions have $1.15B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 36 increasing their positions, 67 reducing their positions, and 19 closing their positions.
89% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 19
80% more capital inflows, than outflows
Capital inflows: $113M | Capital outflows: $62.7M
13% more funds holding
Funds holding: 134 → 151 (+17)
4.31% more ownership
Funds ownership: 81.89% → 86.21% (+4.3%)
46% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 67
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$68.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.8M |
| 3 |
Stadion Money Management
Watkinsville,
Georgia
|
+$9.47M |
| 4 |
D.J. St. Germain
Springfield,
Massachusetts
|
+$3.46M |
| 5 |
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$20.1M |
| 2 |
Jane Street
New York
|
-$7.75M |
| 3 |
Tradition Wealth Management
Edina,
Minnesota
|
-$3.23M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
-$2.95M |
| 5 |
AFG Fiduciary Services
Hingham,
Massachusetts
|
-$2.22M |
TIPX Hedge Fund Activity: Q4 2023 in Review
151 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2023, worth a combined $1.15B — up 7.6% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new TIPX positions and 19 closed out — a net gain of 17 holders — while 36 added to existing stakes and 67 trimmed.
The largest buyer was State Street, adding an estimated $68.3M. The largest seller was LPL Financial, cutting an estimated $20.1M.
- 151 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2023, up from 134 in Q3 2023.
- Funds reported $1.15B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2023, up 7.6% quarter-over-quarter.
- 36 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2023 and 19 closed out, a net change of +17 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2023 was State Street, an estimated $68.3M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2023 was LPL Financial, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2023.