State Street SPDR S&P North American Natural Resources ETF
NANR
91 hedge funds and large institutions have $557M invested in State Street SPDR S&P North American Natural Resources ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
30% more funds holding
Funds holding: 70 → 91 (+21)
25% more capital invested
Capital invested by funds: $448M → $557M (+$110M)
64.59% less ownership
Funds ownership: 145.4% → 80.8% (-65%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$67.9M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$5.11M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.59M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.24M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$370M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$38.3M |
| 3 |
TC
Telemus Capital
Southfield,
Michigan
|
-$2.24M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$1.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$966K |
NANR Hedge Fund Activity: Q4 2022 in Review
91 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P North American Natural Resources ETF (NANR) for Q4 2022, worth a combined $557M — up 25% from $448M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NANR positions and 5 closed out — a net gain of 22 holders — while 31 added to existing stakes and 22 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $67.9M. The largest seller was CFS Investment Advisory Services, cutting an estimated $370M.
- 91 institutional investors held State Street SPDR S&P North American Natural Resources ETF (NANR) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $557M of State Street SPDR S&P North American Natural Resources ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 27 funds opened new State Street SPDR S&P North American Natural Resources ETF positions in Q4 2022 and 5 closed out, a net change of +22 holders.
- The largest State Street SPDR S&P North American Natural Resources ETF buyer in Q4 2022 was AssetMark Inc, an estimated $67.9M added.
- The largest State Street SPDR S&P North American Natural Resources ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $370M sold.
Based on aggregated 13F filings for Q4 2022.