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State Street SPDR S&P North American Natural Resources ETF

19 hedge funds and large institutions have $1.07B invested in State Street SPDR S&P North American Natural Resources ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more funds holding

Funds holding: 1619 (+3)

7% more capital invested

Capital invested by funds: $1B → $1.07B (+$73.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 98.29%98.09% (-0.2%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$1.07B +$18.2M +535,566 +2%
Jane Street
2
Jane Street
New York
$4.21M +$4.04M +118,802 New
Citadel Advisors
3
Citadel Advisors
Florida
$605K -$927K -27,248 -61%
BCI
4
Brinker Capital Investments
Pennsylvania
$447K +$20.4K +599 +5%
Morgan Stanley
5
Morgan Stanley
New York
$393K +$377K +11,092 New
AIP
6
Ameritas Investment Partners
Nebraska
$287K -$4.9K -144 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$287K -$2.11K -62 -0.8%
Bank of America
8
Bank of America
North Carolina
$219K -$6.02K -177 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$211K +$203K +5,965 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$201K +$193K +5,658 New
SSB
11
Sandy Spring Bank
Maryland
$90K -$3.4K -100 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$58K +$48.5K +1,425 +770%
Citigroup
13
Citigroup
New York
$35K -$68.1K -2,000 -67%
GRP
14
Global Retirement Partners
California
$27K +$14.4K +422 +128%
PWM
15
Perigon Wealth Management
California
$25K +$19.8K +583 +498%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$22K
Wells Fargo
17
Wells Fargo
California
$18K
UBS Group
18
UBS Group
Switzerland
$18K +$17.2K +506 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$767K -22,758 Closed
AG
20
Advisor Group
Arizona
-$20K -595 Closed
MSFP
21
Mark Sheptoff Financial Planning
Connecticut
-$11K -321 Closed
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
+$136 +4 New

NANR Hedge Fund Activity: Q4 2017 in Review

19 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P North American Natural Resources ETF (NANR) for Q4 2017, worth a combined $1.07B — up 7.4% from $1B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NANR positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Edelman Financial Services, adding an estimated $18.2M. The largest seller was Citadel Advisors, cutting an estimated $927K.

  • 19 institutional investors held State Street SPDR S&P North American Natural Resources ETF (NANR) as of Q4 2017, up from 16 in Q3 2017.
  • Funds reported $1.07B of State Street SPDR S&P North American Natural Resources ETF stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P North American Natural Resources ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P North American Natural Resources ETF buyer in Q4 2017 was Edelman Financial Services, an estimated $18.2M added.
  • The largest State Street SPDR S&P North American Natural Resources ETF seller in Q4 2017 was Citadel Advisors, an estimated $927K sold.

Based on aggregated 13F filings for Q4 2017.