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FITE

State Street SPDR S&P Kensho Future Security ETF

19 hedge funds and large institutions have $10.5M invested in State Street SPDR S&P Kensho Future Security ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

41% more capital invested

Capital invested by funds: $7.44M → $10.5M (+$3.07M)

3.08% more ownership

Funds ownership: 23.04%26.12% (+3.1%)

14% less funds holding

Funds holding: 2219 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.01M +$386K +7,783 +12%
CA
2
Cetera Advisors
Colorado
$1.22M -$892 -18 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$901K +$444K +8,950 +121%
UBS Group
4
UBS Group
Switzerland
$742K +$179K +3,616 +37%
CA
5
CoreCap Advisors
Michigan
$620K +$557K +11,244 New
WCM
6
WealthBridge Capital Management
Ohio
$543K +$10.9K +220 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$512K +$196K +3,960 +74%
HighTower Advisors
8
HighTower Advisors
Illinois
$470K +$79.2K +1,598 +23%
FPCP
9
Fort Point Capital Partners
California
$422K -$6.44K -130 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$404K +$87.4K +1,763 +32%
FIM
11
Freedom Investment Management
Connecticut
$307K +$276K +5,568 New
WMR
12
Wealth Management Resources
Rhode Island
$275K +$50 +1 +0%
Morgan Stanley
13
Morgan Stanley
New York
$27K +$9.27K +187 +62%
PWMG
14
Prestige Wealth Management Group
New Jersey
$23.2K
IGWM
15
ICA Group Wealth Management
Colorado
$12.7K +$11.4K +230 New
Franklin Resources
16
Franklin Resources
California
$7.72K
TFA
17
Toth Financial Advisory
Virginia
$5.51K
WB
18
Webster Bank
Connecticut
$5.51K
Wells Fargo
19
Wells Fargo
California
$42
3LCM
20
3D/L Capital Management
Connecticut
-$285K -6,083 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$243K -5,198 Closed
Barclays
22
Barclays
United Kingdom
-$44.3K -946 Closed
OIA
23
Optimum Investment Advisors
Illinois
-$23.4K -500 Closed
Bank of America
24
Bank of America
North Carolina
-$18.7K -400 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$8K -166 Closed

FITE Hedge Fund Activity: Q4 2023 in Review

19 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Future Security ETF (FITE) for Q4 2023, worth a combined $10.5M — up 41% from $7.44M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FITE and 3 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 9 added.

The largest buyer was CoreCap Advisors, opening a new position worth an estimated $557K. The largest seller was Citadel Advisors, exiting entirely with an estimated $243K sold.

  • 19 institutional investors held State Street SPDR S&P Kensho Future Security ETF (FITE) as of Q4 2023, down from 22 in Q3 2023.
  • Funds reported $10.5M of State Street SPDR S&P Kensho Future Security ETF stock for Q4 2023, up 41% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Kensho Future Security ETF positions in Q4 2023 and 6 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho Future Security ETF buyer in Q4 2023 was CoreCap Advisors, an estimated $557K added.
  • The largest State Street SPDR S&P Kensho Future Security ETF seller in Q4 2023 was Citadel Advisors, an estimated $243K sold.

Based on aggregated 13F filings for Q4 2023.