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State Street SPDR S&P Aerospace & Defense ETF

72 hedge funds and large institutions have $415M invested in State Street SPDR S&P Aerospace & Defense ETF in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

650% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 4

255% more capital invested

Capital invested by funds: $117M → $415M (+$298M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

67% more funds holding

Funds holding: 4372 (+29)

25.06% more ownership

Funds ownership: 58.35%83.41% (+25%)

Holders
72
Holders Change
+29
Holders Change %
+67.44%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
34
Increased
30
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
26
Janus Henderson Investors US
Colorado
$1.31M +$578K +9,422 +84%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.04M +$1M +16,346 New
FAAS
28
First Allied Advisory Services
California
$952K +$368K +6,001 +67%
BRWA
29
B. Riley Wealth Advisors
Florida
$861K +$833K +13,579 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$785K +$230K +3,754 +43%
FA
31
FDx Advisors
Illinois
$653K +$632K +10,300 New
JMPWA
32
JP Morgan Private Wealth Advisors
California
$595K +$273K +4,440 +90%
HIIFS
33
Harel Insurance Investments & Financial Services
Israel
$554K +$189K +3,085 +54%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$449K +$435K +7,088 New
KSA
35
Ken Stern & Associates
California
$419K +$406K +6,610 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$350K +$339K +5,528 New
MFBTD
37
MB Financial Bank - Trust Department
Illinois
$346K +$335K +5,460 New
KIA
38
KCM Investment Advisors
California
$343K +$64.6K +1,053 +24%
SFG
39
StrategIQ Financial Group
Indiana
$338K
SEIA
40
Signature Estate & Investment Advisors
California
$328K +$199K +3,236 +167%
PWSG
41
Pacific Wealth Strategies Group
California
$322K +$312K +5,087 New
CA
42
Cetera Advisors
Colorado
$309K +$299K +4,870 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$307K +$297K +4,837 New
IH
44
IFC Holdings
Florida
$275K +$271K +4,409 New
WDL
45
Well Done LLC
Michigan
$216K +$209K +3,409 New
WSCM
46
Wellington Shields Capital Management
New York
$215K -$15.7K -255 -7%
VKH
47
Virtu KCG Holdings
New York
$215K +$208K +3,395 New
Citadel Advisors
48
Citadel Advisors
Florida
$213K +$206K +3,358 New
KF
49
Krilogy Financial
Missouri
$186K +$180K +2,938 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$179K +$75.5K +1,230 +77%