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FITE

State Street SPDR S&P Kensho Future Security ETF

18 hedge funds and large institutions have $8.03M invested in State Street SPDR S&P Kensho Future Security ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $7.26M → $8.03M (+$775K)

0.22% more ownership

Funds ownership: 26.83%27.05% (+0.22%)

5% less funds holding

Funds holding: 1918 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3M -$118K -2,610 -4%
FAIM
2
Financial Advocates Investment Management
Washington
$2.17M +$6.86K +152 +0.3%
WCM
3
WealthBridge Capital Management
Ohio
$483K -$24.8K -550 -5%
UBS Group
4
UBS Group
Switzerland
$442K +$337K +7,463 +361%
FPCP
5
Fort Point Capital Partners
California
$378K -$44.9K -995 -11%
HighTower Advisors
6
HighTower Advisors
Illinois
$367K
WMR
7
Wealth Management Resources
Rhode Island
$344K +$451 +10 +0.1%
3LCM
8
3D/L Capital Management
Connecticut
$279K -$26.3K -583 -9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$257K +$250K +5,548 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$140K +$58.9K +1,305 +76%
Barclays
11
Barclays
United Kingdom
$43.9K
OIA
12
Optimum Investment Advisors
Illinois
$36K -$11.9K -263 -25%
Osaic Holdings
13
Osaic Holdings
Arizona
$32.6K +$12.5K +278 +65%
PWMG
14
Prestige Wealth Management Group
New Jersey
$19.5K
Bank of America
15
Bank of America
North Carolina
$18.6K
Morgan Stanley
16
Morgan Stanley
New York
$14.3K -$767 -17 -5%
Franklin Resources
17
Franklin Resources
California
$6.5K
SWM
18
Spire Wealth Management
Virginia
$3.02K +$2.93K +65 New
Wells Fargo
19
Wells Fargo
California
$40 -$45 -1 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$208K -4,844 Closed
IA
21
IFP Advisors
Florida
-$30K -880 Closed

FITE Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Future Security ETF (FITE) for Q1 2023, worth a combined $8.03M — up 11% from $7.26M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FITE and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was UBS Group, adding an estimated $337K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $208K sold.

  • 18 institutional investors held State Street SPDR S&P Kensho Future Security ETF (FITE) as of Q1 2023, down from 19 in Q4 2022.
  • Funds reported $8.03M of State Street SPDR S&P Kensho Future Security ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Kensho Future Security ETF positions in Q1 2023 and 3 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Kensho Future Security ETF buyer in Q1 2023 was UBS Group, an estimated $337K added.
  • The largest State Street SPDR S&P Kensho Future Security ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $208K sold.

Based on aggregated 13F filings for Q1 2023.