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State Street SPDR S&P Aerospace & Defense ETF

85 hedge funds and large institutions have $328M invested in State Street SPDR S&P Aerospace & Defense ETF in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

18% more funds holding

Funds holding: 7285 (+13)

21% less capital invested

Capital invested by funds: $415M → $328M (-$87.1M)

22.79% less ownership

Funds ownership: 83.41%60.62% (-23%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $270K | Put options by funds: $858K

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
21
Increased
44
Reduced
10
Closed
7
Calls
$270K
Puts
$858K
Net Calls
-$588K
Net Calls Change
-$588K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Suntrust Banks
Georgia
$1.31M +$1.3M +19,658 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.27M +$179K +2,704 +17%
BRWA
28
B. Riley Wealth Advisors
Florida
$1.19M +$275K +4,139 +30%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$1.15M +$1.14M +17,181 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.12M +$643K +9,694 +137%
FAAS
31
First Allied Advisory Services
California
$1.1M +$27.9K +420 +3%
CFD
32
Creative Financial Designs
Indiana
$1.09M +$1.08M +16,275 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$1.08M +$452K +6,815 +73%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.04M +$668K +10,065 +182%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.01M +$176K +2,651 +21%
FA
36
FDx Advisors
Illinois
$681K -$6.83K -103 -1%
SEIA
37
Signature Estate & Investment Advisors
California
$566K +$218K +3,291 +64%
JHIU
38
Janus Henderson Investors US
Colorado
$486K -$891K -13,424 -65%
PAG
39
Private Advisory Group
Washington
$463K +$460K +6,932 New
KSA
40
Ken Stern & Associates
California
$454K
SPC
41
Sigma Planning Corp
Michigan
$371K +$368K +5,548 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$370K +$46.6K +702 +15%
FFEC
43
First Financial Equity Corporation
Arizona
$367K +$366K +5,509 New
KIA
44
KCM Investment Advisors
California
$362K +$133 +2 +0%
NWP
45
Northstar Wealth Partners
Connecticut
$361K +$364K +5,487 New
CA
46
Cetera Advisors
Colorado
$360K +$35.4K +534 +11%
PWSG
47
Pacific Wealth Strategies Group
California
$347K +$6.63K +100 +2%
SFG
48
StrategIQ Financial Group
Indiana
$337K -$19.9K -300 -6%
AG
49
Advisor Group
Arizona
$322K +$235K +3,535 +275%
SWP
50
Stratos Wealth Partners
Ohio
$302K +$300K +4,516 New