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State Street SPDR Bloomberg 1-10 Year TIPS ETF

123 hedge funds and large institutions have $1.2B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

1.26% less ownership

Funds ownership: 86.28%85.02% (-1.3%)

8% less funds holding

Funds holding: 134123 (-11)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
123
Holders Change
-11
Holders Change %
-8.21%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
47
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$944M +$42.1M +2,250,384 +5%
LPL Financial
2
LPL Financial
California
$48.9M -$38.1M -2,035,572 -44%
DJSG
3
D.J. St. Germain
Massachusetts
$18.6M +$759K +40,603 +4%
Bank of America
4
Bank of America
North Carolina
$16.9M -$667K -35,662 -4%
BC
5
Brio Consultants
California
$14.8M +$356K +19,066 +2%
Goldman Sachs
6
Goldman Sachs
New York
$13M +$523K +27,960 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.4M -$1.79M -95,685 -13%
SNB
8
Security National Bank
Nebraska
$11.8M +$11.6M +619,175 +10,332%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$9.98M +$1.1M +58,781 +13%
TCFP
10
Treasure Coast Financial Planning
Florida
$7.06M +$1.25M +66,628 +22%
AssetMark Inc
11
AssetMark Inc
California
$6.91M -$362K -19,341 -5%
AA
12
Alesco Advisors
New York
$5.83M +$28.3K +1,511 +0.5%
CA
13
Continuum Advisory
Idaho
$5.33M -$39.8K -2,131 -0.7%
APC
14
Aspire Private Capital
North Carolina
$5.26M +$70.7K +3,783 +1%
HWP
15
Hibernia Wealth Partners
Louisiana
$4.15M -$254K -13,582 -6%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$3.96M +$134K +7,164 +4%
FTUS
17
Flow Traders U.S.
New York
$3.43M +$3.39M +181,176 New
Morgan Stanley
18
Morgan Stanley
New York
$3.05M +$140K +7,507 +5%
PAS
19
Park Avenue Securities
New York
$2.38M -$47.3K -2,528 -2%
NA
20
NewEdge Advisors
Louisiana
$2.29M +$1.72M +91,876 +318%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.27M -$595K -31,799 -21%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.98M -$104K -5,552 -5%
FFA
23
Farther Finance Advisors
California
$1.8M -$368K -19,665 -17%
SHJ
24
Sharkey, Howes & Javer
Colorado
$1.69M +$1.67M +89,217 New
GRP
25
Global Retirement Partners
California
$1.67M -$19.1K -1,020 -1%

TIPX Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2024, worth a combined $1.2B — up 1.9% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 10 opened new positions — a net loss of 10 holders — while 48 trimmed existing stakes and 47 added.

The largest buyer was State Street, adding an estimated $42.1M. The largest seller was LPL Financial, cutting an estimated $38.1M.

  • 123 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $1.2B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2024 and 20 closed out, a net change of -10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2024 was State Street, an estimated $42.1M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2024 was LPL Financial, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2024.