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State Street SPDR S&P North American Natural Resources ETF

63 hedge funds and large institutions have $534M invested in State Street SPDR S&P North American Natural Resources ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

85.48% more ownership

Funds ownership: 91.07%176.56% (+85%)

43% more funds holding

Funds holding: 4463 (+19)

16% more capital invested

Capital invested by funds: $461M → $534M (+$73.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.16M

Holders
63
Holders Change
+19
Holders Change %
+43.18%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
19
Reduced
10
Closed
6
Calls
Puts
$1.16M
Net Calls
-$1.16M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$428M -$126M -2,449,215 -25%
AWA
2
Aaron Wealth Advisors
Illinois
$25M +$73.1M +1,425,500 +5,702%
AWMS
3
Advocacy Wealth Management Services
Georgia
$15.6M +$13.6M +264,411 New
LJAC
4
L.J. Altfest & Co
New York
$6.4M +$5.65M +110,272 New
Morgan Stanley
5
Morgan Stanley
New York
$5.15M +$3.9M +76,169 +605%
LPL Financial
6
LPL Financial
California
$4.76M +$3.41M +66,468 +427%
Jane Street
7
Jane Street
New York
$4.31M -$134K -2,623 -3%
Bank of America
8
Bank of America
North Carolina
$4.27M +$2.71M +52,773 +253%
Deutsche Bank
9
Deutsche Bank
Germany
$3.34M +$2.05M +39,930 +227%
Mariner
10
Mariner
Kansas
$3.22M +$1.14M +22,212 +67%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.74M +$348K +6,796 +17%
AllianceBernstein
12
AllianceBernstein
Tennessee
$2.73M +$2.41M +47,080 New
SIM
13
Stratos Investment Management
Ohio
$2.52M -$987K -19,243 -31%
TC
14
Telemus Capital
Michigan
$2.44M +$2.16M +42,107 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.4M +$792K +15,444 +59%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.81M +35,299 +6,303%
PWM
17
Perigon Wealth Management
California
$2.07M +$1.83M +35,662 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.01M +$1.01M +19,635 +131%
GVAG
19
Great Valley Advisor Group
Delaware
$1.69M +$1.5M +29,165 New
JFA
20
JNBA Financial Advisors
Minnesota
$1.56M -$120K -2,349 -8%
Citadel Advisors
21
Citadel Advisors
Florida
$1.54M -$1.11M -21,652 -45%
CI
22
CX Institutional
Indiana
$1.41M +$260K +5,073 +26%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$906K -$276K -5,388 -26%
UBS Group
24
UBS Group
Switzerland
$813K +$581K +11,329 +421%
SWA
25
Stratos Wealth Advisors
Ohio
$717K +$633K +12,351 New

NANR Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P North American Natural Resources ETF (NANR) for Q1 2022, worth a combined $534M — up 16% from $461M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NANR positions and 6 closed out — a net gain of 19 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $427M. The largest seller was Financial Engines Advisors, cutting an estimated $126M.

  • 63 institutional investors held State Street SPDR S&P North American Natural Resources ETF (NANR) as of Q1 2022, up from 44 in Q4 2021.
  • Funds reported $534M of State Street SPDR S&P North American Natural Resources ETF stock for Q1 2022, up 16% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P North American Natural Resources ETF positions in Q1 2022 and 6 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P North American Natural Resources ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $427M added.
  • The largest State Street SPDR S&P North American Natural Resources ETF seller in Q1 2022 was Financial Engines Advisors, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2022.