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State Street SPDR S&P North American Natural Resources ETF

22 hedge funds and large institutions have $593M invested in State Street SPDR S&P North American Natural Resources ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 2522 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

56% less capital invested

Capital invested by funds: $1.36B → $593M (-$762M)

92.54% less ownership

Funds ownership: 189.58%97.03% (-93%)

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$587M +$642M +20,267,240 New
HH
2
Hilltop Holdings
Texas
$1.31M -$28.1K -886 -2%
Citadel Advisors
3
Citadel Advisors
Florida
$1.31M +$104K +3,274 +8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.08M +$1.18M +37,118 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$647K -$33.5K -1,059 -5%
Morgan Stanley
6
Morgan Stanley
New York
$292K -$11.6K -365 -3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$275K +$300K +9,473 New
Bank of America
8
Bank of America
North Carolina
$222K +$107K +3,391 +79%
AIP
9
Ameritas Investment Partners
Nebraska
$188K -$15K -474 -7%
AIC
10
Ameritas Investment Company
Nebraska
$188K +$206K +6,495 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$161K +$60.6K +1,912 +52%
UBS Group
12
UBS Group
Switzerland
$103K +$5.51K +174 +5%
SSB
13
Sandy Spring Bank
Maryland
$70K
CFGS
14
Concourse Financial Group Securities
Alabama
$65K +$39.1K +1,234 +122%
VFA
15
Valeo Financial Advisors
Indiana
$20K +$20.3K +641 +1,034%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$18K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$15K -$19.8K -625 -55%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14K +$5.86K +185 +65%
GRP
19
Global Retirement Partners
California
$7K -$16.4K -519 -69%
DWM
20
Doyle Wealth Management
Florida
$7K +$7.13K +225 New
AG
21
Advisor Group
Arizona
$5K +$3.83K +121 +448%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$4K +$4.82K +152 New
EFS
23
Edelman Financial Services
Virginia
-$686M -19,995,651 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$664M -19,345,013 Closed
Jane Street
25
Jane Street
New York
-$1.08M -31,609 Closed