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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.17B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.93% less ownership

Funds ownership: 87.21%86.28% (-0.93%)

8% less funds holding

Funds holding: 145134 (-11)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
134
Holders Change
-11
Holders Change %
-7.59%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
53
Reduced
51
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$879M +$33.6M +1,822,558 +4%
LPL Financial
2
LPL Financial
California
$85.3M -$5.87M -319,033 -6%
DJSG
3
D.J. St. Germain
Massachusetts
$17.4M +$937K +50,879 +6%
Bank of America
4
Bank of America
North Carolina
$17.2M +$1.15M +62,550 +7%
BC
5
Brio Consultants
California
$14.1M +$350K +19,024 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.9M +$372K +20,206 +3%
Goldman Sachs
7
Goldman Sachs
New York
$12.1M +$2.77M +150,553 +30%
SFM
8
Signet Financial Management
New Jersey
$9.78M +$50.7K +2,756 +0.5%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$8.65M +$1.09M +59,412 +15%
AssetMark Inc
10
AssetMark Inc
California
$7.1M -$197K -10,693 -3%
AA
11
Alesco Advisors
New York
$5.66M +$164K +8,921 +3%
TCFP
12
Treasure Coast Financial Planning
Florida
$5.65M +$2.01M +109,117 +55%
Jane Street
13
Jane Street
New York
$5.64M +$2.65M +144,079 +89%
CA
14
Continuum Advisory
Idaho
$5.34M -$26.7K -1,450 -0.5%
APC
15
Aspire Private Capital
North Carolina
$5.06M +$114K +6,172 +2%
AWM
16
AE Wealth Management
Kansas
$4.42M +$4.16M +226,227 +1,778%
HWP
17
Hibernia Wealth Partners
Louisiana
$4.3M +$2.14M +116,365 +100%
PWPS
18
Pinnacle Wealth Planning Services
Ohio
$3.73M +$172K +9,357 +5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.14M -$472K -25,642 -13%
CAC
20
Certified Advisory Corp
Florida
$3.06M -$148K -8,025 -5%
Morgan Stanley
21
Morgan Stanley
New York
$2.84M -$261K -14,190 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.8M -$559K -30,359 -17%
RJA
23
Raymond James & Associates
Florida
$2.51M -$52.4K -2,846 -2%
PAS
24
Park Avenue Securities
New York
$2.37M -$16.2K -879 -0.7%
FFA
25
Farther Finance Advisors
California
$2.1M -$106K -5,750 -5%

TIPX Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2024, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 11 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $33.6M. The largest seller was Stadion Money Management, exiting entirely with an estimated $9.68M sold.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2024, down from 145 in Q1 2024.
  • Funds reported $1.17B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2024 and 20 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2024 was State Street, an estimated $33.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2024 was Stadion Money Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q2 2024.