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State Street SPDR Bloomberg 1-10 Year TIPS ETF

145 hedge funds and large institutions have $1.16B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 86.75%87.21% (+0.46%)

0% more capital invested

Capital invested by funds: $1.16B → $1.16B (+$938K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 151145 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
36
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$853M +$38.7M +2,086,059 +5%
LPL Financial
2
LPL Financial
California
$92M -$11.8M -638,786 -11%
DJSG
3
D.J. St. Germain
Massachusetts
$16.6M +$3.34M +180,342 +25%
Bank of America
4
Bank of America
North Carolina
$16.1M +$96.8K +5,222 +0.6%
BC
5
Brio Consultants
California
$13.9M +$1.16M +62,438 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.6M -$1.8M -97,267 -12%
SFM
7
Signet Financial Management
New Jersey
$9.81M +$532K +28,703 +6%
SMM
8
Stadion Money Management
Georgia
$9.68M +$39.9K +2,155 +0.4%
Goldman Sachs
9
Goldman Sachs
New York
$9.44M +$7.54M +406,608 +407%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$7.61M +$710K +38,281 +10%
AssetMark Inc
11
AssetMark Inc
California
$7.36M -$4.98M -268,575 -40%
AA
12
Alesco Advisors
New York
$5.54M -$30.8K -1,659 -0.6%
CA
13
Continuum Advisory
Idaho
$5.34M +$201K +10,865 +4%
APC
14
Aspire Private Capital
North Carolina
$4.99M -$1.09M -58,816 -18%
TCFP
15
Treasure Coast Financial Planning
Florida
$3.67M +$100K +5,413 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.64M -$715K -38,561 -16%
PWPS
17
Pinnacle Wealth Planning Services
Ohio
$3.58M +$86.9K +4,687 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.39M -$1.18M -63,557 -26%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.36M +$162K +8,758 +5%
CAC
20
Certified Advisory Corp
Florida
$3.24M +$68.7K +3,707 +2%
Morgan Stanley
21
Morgan Stanley
New York
$3.13M -$11.4M -614,462 -79%
Jane Street
22
Jane Street
New York
$3M +$840K +45,321 +39%
RJA
23
Raymond James & Associates
Florida
$2.58M -$213K -11,516 -8%
PAS
24
Park Avenue Securities
New York
$2.41M -$294K -15,881 -11%
FFA
25
Farther Finance Advisors
California
$2.22M -$124K -6,691 -5%

TIPX Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2024, worth a combined $1.16B — up 0.08% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TIPX and 18 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 36 added.

The largest buyer was State Street, adding an estimated $38.7M. The largest seller was LPL Financial, cutting an estimated $11.8M.

  • 145 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2024, down from 151 in Q4 2023.
  • Funds reported $1.16B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2024, up 0.08% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2024 and 23 closed out, a net change of -5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2024 was State Street, an estimated $38.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2024 was LPL Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.