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State Street SPDR S&P Aerospace & Defense ETF

239 hedge funds and large institutions have $769M invested in State Street SPDR S&P Aerospace & Defense ETF in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $648K

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

121% more capital invested

Capital invested by funds: $348M → $769M (+$421M)

93% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12.34% more ownership

Funds ownership: 31.34%43.67% (+12%)

12% more funds holding

Funds holding: 213239 (+26)

Holders
239
Holders Change
+26
Holders Change %
+12.21%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
52
Increased
87
Reduced
45
Closed
20
Calls
$2.52M
Puts
$648K
Net Calls
+$1.87M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.5M +$145K +1,233 +11%
FAIM
52
Financial Advocates Investment Management
Washington
$1.5M +$748K +6,377 +114%
William Blair & Company
53
William Blair & Company
Illinois
$1.49M +$1.39M +11,864 +10,499%
EH
54
Equitable Holdings
New York
$1.44M +$438K +3,735 +48%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.4M -$372K -3,173 -22%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.29M +$98.1K +836 +9%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$1.28M -$2.61M -22,197 -68%
IWM
58
IHT Wealth Management
Illinois
$1.25M -$89K -758 -7%
CWA
59
Clarus Wealth Advisors
Arizona
$1.24M +$1.2M +10,212 New
WWM
60
Western Wealth Management
Colorado
$1.19M +$1.12M +9,552 New
SWP
61
Stratos Wealth Partners
Ohio
$1.17M +$415K +3,532 +61%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$275K -2,341 -20%
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.15M +$1.08M +9,192 New
US Bancorp
64
US Bancorp
Minnesota
$1.12M +$1.02M +8,691 +3,007%
Truist Financial
65
Truist Financial
North Carolina
$1.11M +$74.2K +632 +8%
RIA
66
Realta Investment Advisors
Delaware
$1.06M +$13.8K +118 +1%
Vontobel Holding
67
Vontobel Holding
Switzerland
$1.04M +$273K +2,330 +39%
KAS
68
Kestra Advisory Services
Texas
$1.01M +$365K +3,109 +62%
OPS
69
Orion Portfolio Solutions
Nebraska
$892K +$840K +7,154 New
BCM
70
Brookstone Capital Management
Illinois
$856K +$828K +7,054 New
EWM
71
Evercore Wealth Management
New York
$855K +$805K +6,857 New
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$834K -$689K -5,868 -47%
LWP
73
Legacy Wealth Planning
Nevada
$804K
MFG
74
Magnus Financial Group
New York
$797K +$2.35K +20 +0.3%
PWS
75
Private Wealth Strategies
Ohio
$750K -$77.5K -660 -10%