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State Street SPDR S&P North American Natural Resources ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 7091 (+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: 10 (-1)

Holders
91
Holders Change
+21
Holders Change %
+30%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
31
Reduced
22
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
$330M -$38.3M -703,695 -10%
AssetMark Inc
2
AssetMark Inc
California
$67.6M +$67.9M +1,246,921 +453,426%
AWMS
3
Advocacy Wealth Management Services
Georgia
$18.1M +$1.36M +24,903 +8%
GC
4
Gratus Capital
Georgia
$11.9M +$3.42M +62,771 +40%
Bank of America
5
Bank of America
North Carolina
$10.3M +$698K +12,818 +7%
LPL Financial
6
LPL Financial
California
$9.05M -$966K -17,735 -10%
Franklin Resources
7
Franklin Resources
California
$8.35M +$794K +14,571 +10%
PJSIMP
8
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.5M +$2.7M +49,619 +56%
MAM
9
Madison Asset Management
Wisconsin
$7.45M +$133K +2,440 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.88M +$185K +3,391 +3%
CIAS
11
CFS Investment Advisory Services
New Jersey
$6.61M -$370M -6,791,511 -98%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.35M +$4.59M +84,275 +256%
SFP
13
Sweet Financial Partners
Minnesota
$5.71M +$18K +330 +0.3%
FA
14
FDx Advisors
Illinois
$5.69M +$9.75K +179 +0.2%
IWM
15
IHT Wealth Management
Illinois
$5.09M +$5.11M +93,835 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.66M +$4.24M +77,782 +958%
Deutsche Bank
17
Deutsche Bank
Germany
$4.56M -$42.1K -772 -0.9%
Mariner
18
Mariner
Kansas
$4.17M +$158K +2,904 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.99M +$3.83M +70,331 +2,151%
Morgan Stanley
20
Morgan Stanley
New York
$3.45M -$16K -293 -0.5%
UBS Group
21
UBS Group
Switzerland
$2.39M -$222K -4,069 -8%
SIM
22
Stratos Investment Management
Ohio
$2.09M +$287K +5,267 +16%
JFA
23
JNBA Financial Advisors
Minnesota
$1.61M -$11.2K -206 -0.7%
SWA
24
Stratos Wealth Advisors
Ohio
$1.37M +$47.8K +877 +4%
AWA
25
Aaron Wealth Advisors
Illinois
$1.33M -$23.7K -435 -2%

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.