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State Street SPDR S&P Aerospace & Defense ETF

91 hedge funds and large institutions have $373M invested in State Street SPDR S&P Aerospace & Defense ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 8

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $328M → $373M (+$45.5M)

7% more funds holding

Funds holding: 8591 (+6)

2.63% less ownership

Funds ownership: 60.62%57.98% (-2.6%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
48
Reduced
8
Closed
7
Calls
$2.13M
Puts
Net Calls
+$2.13M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$362K +$354K +5,138 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$349K +$107K +1,556 +46%
CCT
53
Country Club Trust
Missouri
$324K +$317K +4,605 New
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K +$78.1K +1,135 +36%
WSCM
55
Wellington Shields Capital Management
New York
$287K +$12.5K +181 +5%
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$283K
MWM
57
Meridian Wealth Management
Kentucky
$274K -$1.5M -21,757 -85%
IA
58
IFP Advisors
Florida
$272K +$57.1K +829 +27%
WDL
59
Well Done LLC
Michigan
$270K +$6.06K +88 +2%
BTS
60
BB&T Securities
Virginia
$267K +$2K +29 +0.8%
Lido Advisors
61
Lido Advisors
California
$261K +$19.5K +284 +8%
CG
62
Cutler Group
California
$251K +$197K +2,867 +410%
FAM
63
Formidable Asset Management
Ohio
$246K
KF
64
Krilogy Financial
Missouri
$231K +$23.6K +343 +12%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$211K
CAN
66
Cetera Advisor Networks
California
$204K +$199K +2,885 New
ICM
67
IMS Capital Management
Oregon
$201K +$196K +2,855 New
GEA
68
Glen Eagle Advisors
New Jersey
$194K
BFEC
69
Benjamin F. Edwards & Company
Missouri
$188K +$143K +2,084 +358%
Creative Planning
70
Creative Planning
Kansas
$170K +$4.82K +70 +3%
NFG
71
Next Financial Group
Texas
$156K +$43.8K +636 +40%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$118K +$59.6K +866 +107%
WA
73
WFG Advisors
Texas
$98K +$33.9K +492 +54%
SSB
74
Sandy Spring Bank
Maryland
$95K
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$78K +$76.4K +1,110 New

XAR Hedge Fund Activity: Q2 2017 in Review

91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q2 2017, worth a combined $373M — up 14% from $328M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XAR positions and 7 closed out — a net gain of 8 holders — while 48 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9M. The largest seller was Salem Investment Counselors, exiting entirely with an estimated $2.73M sold.

  • 91 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q2 2017, up from 85 in Q1 2017.
  • Funds reported $373M of State Street SPDR S&P Aerospace & Defense ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q2 2017 and 7 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q2 2017 was Raymond James Financial Services Advisors, an estimated $9M added.
  • The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q2 2017 was Salem Investment Counselors, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2017.