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State Street SPDR S&P Aerospace & Defense ETF

101 hedge funds and large institutions have $502M invested in State Street SPDR S&P Aerospace & Defense ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

153% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 19

68% more call options, than puts

Call options by funds: $920K | Put options by funds: $546K

35% more capital invested

Capital invested by funds: $373M → $502M (+$129M)

11% more funds holding

Funds holding: 91101 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.17% less ownership

Funds ownership: 57.98%53.81% (-4.2%)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
48
Reduced
19
Closed
4
Calls
$920K
Puts
$546K
Net Calls
+$374K
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
76
IMS Capital Management
Oregon
$228K +$150 +2 +0.1%
Creative Planning
77
Creative Planning
Kansas
$215K +$20.9K +280 +12%
NFG
78
Next Financial Group
Texas
$187K +$4.79K +64 +3%
GEA
79
Glen Eagle Advisors
New Jersey
$137K -$77.7K -1,040 -38%
Victory Capital Management
80
Victory Capital Management
Texas
$136K +$127K +1,700 New
SSB
81
Sandy Spring Bank
Maryland
$94K -$13.1K -175 -13%
SFM
82
Signet Financial Management
New Jersey
$92K +$85.8K +1,148 New
KTC
83
Kistler-Tiffany Companies
Pennsylvania
$89K
CG
84
Cutler Group
California
$45K -$224K -2,999 -84%
VIA
85
Vantage Investment Advisors
Pennsylvania
$31K
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$24K
NSIM
87
North Star Investment Management
Illinois
$24K
CPIG
88
Chicago Partners Investment Group
Illinois
$24K +$22.4K +300 New
ASN
89
Advisory Services Network
Georgia
$23K
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$22K +$4.11K +55 +25%
GRP
91
Global Retirement Partners
California
$17K
GWM
92
Geneos Wealth Management
Colorado
$15K -$7.48K -100 -33%
RCG
93
Ruggie Capital Group
Florida
$15K
AIM
94
Advantage Investment Management
Iowa
$13K
SEI Investments
95
SEI Investments
Pennsylvania
$12K
WA
96
Winfield Associates
Ohio
$12K +$11.2K +150 New
AWM
97
AllSquare Wealth Management
New York
$11K +$10.2K +136 New
MRCM
98
M&R Capital Management
New Jersey
$10K +$75 +1 +0.8%
WAS
99
WESPAC Advisors SoCal
California
$10K +$10K +134 New
SBL
100
Sargent Bickham Lagudis
Colorado
$3K