State Street SPDR S&P Kensho Future Security ETF
FITE
10 hedge funds and large institutions have $3.75M invested in State Street SPDR S&P Kensho Future Security ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
19.79% less ownership
Funds ownership: 62.59% → 42.8% (-20%)
33% less capital invested
Capital invested by funds: $5.64M → $3.75M (-$1.89M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$2.1M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$28.1K |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$5.37K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.41K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$456K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$341K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$162K |
| 4 |
BRC
Bell Rock Capital
Rehoboth Beach,
Delaware
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Financial Engines Advisors
Santa Clara,
California
| $1.91M | +$2.1M | +65,154 | New |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.04M | -$456K | -14,169 | -28% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $446K | -$341K | -10,604 | -41% |
|
|
3AM
4
3D Asset Management
Hartford,
Connecticut
| $286K | +$5.37K | +167 | +2% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $38K | +$28.1K | +874 | +199% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | +$4.41K | +137 | +24% |
|
|
PWMG
7
Prestige Wealth Management Group
Flemington,
New Jersey
| $12K | +$13.5K | +420 | New |
|
|
LPWM
8
Lake Point Wealth Management
Rockwall,
Texas
| $3K | +$3.31K | +103 | New |
|
9
Morgan Stanley
New York
| $1K | – | – | – |
|
|
EFS
10
Edelman Financial Services
Fairfax,
Virginia
| – | -$2.35M | -65,154 | Closed |
|
|
APA
11
American Portfolios Advisors
Holbrook,
New York
| – | -$162K | -4,500 | Closed |
|
|
BRC
12
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$18K | -500 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | +$32 | +1 | New |
|
FITE Hedge Fund Activity: Q4 2018 in Review
10 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Future Security ETF (FITE) for Q4 2018, worth a combined $3.75M — down 33% from $5.64M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FITE positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $2.1M. The largest seller was Bank of America, cutting an estimated $456K.
- 10 institutional investors held State Street SPDR S&P Kensho Future Security ETF (FITE) as of Q4 2018, up from 9 in Q3 2018.
- Funds reported $3.75M of State Street SPDR S&P Kensho Future Security ETF stock for Q4 2018, down 33% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P Kensho Future Security ETF positions in Q4 2018 and 3 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P Kensho Future Security ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $2.1M added.
- The largest State Street SPDR S&P Kensho Future Security ETF seller in Q4 2018 was Bank of America, an estimated $456K sold.
Based on aggregated 13F filings for Q4 2018.