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State Street SPDR S&P North American Natural Resources ETF

25 hedge funds and large institutions have $393M invested in State Street SPDR S&P North American Natural Resources ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.8% less ownership

Funds ownership: 95.63%90.84% (-4.8%)

11% less funds holding

Funds holding: 2825 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

47% less capital invested

Capital invested by funds: $746M → $393M (-$354M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
5
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$388M -$115M -3,970,979 -18%
Citadel Advisors
2
Citadel Advisors
Florida
$2.79M +$2.35M +81,624 +177%
PAG
3
Private Advisor Group
New Jersey
$728K +$48.2K +1,670 +5%
JFA
4
JNBA Financial Advisors
Minnesota
$266K +$351K +12,168 New
CI
5
CX Institutional
Indiana
$265K +$349K +12,111 New
Morgan Stanley
6
Morgan Stanley
New York
$224K +$9.84K +341 +3%
Bank of America
7
Bank of America
North Carolina
$131K -$48.6K -1,685 -22%
AIP
8
Ameritas Investment Partners
Nebraska
$117K +$58 +2 +0%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$110K
UBS Group
10
UBS Group
Switzerland
$75K -$26K -901 -21%
SSB
11
Sandy Spring Bank
Maryland
$46K
Fidelity Investments
12
Fidelity Investments
Massachusetts
$29K -$71.4K -2,476 -65%
CAC
13
Certified Advisory Corp
Florida
$19K -$130K -4,494 -84%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14K -$577 -20 -3%
GRP
15
Global Retirement Partners
California
$10K
Osaic Holdings
16
Osaic Holdings
Arizona
$10K +$12.6K +436 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8K
SW
18
SVB Wealth
Massachusetts
$6K +$5.74K +199 +209%
CFGS
19
Concourse Financial Group Securities
Alabama
$4K
WQ
20
Wealth Quarterback
New Jersey
$3.52K -$5.34K -185 -53%
AF
21
Allworth Financial
California
$3K -$1.85K -64 -32%
LFG
22
Larson Financial Group
Missouri
$3K
PA
23
Procyon Advisors
Connecticut
$2K
SPIA
24
Steward Partners Investment Advisory
New York
$1K -$6.81K -236 -73%
SWA
25
Stratos Wealth Advisors
Ohio
$1K +$1.61K +56 New