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State Street SPDR S&P Aerospace & Defense ETF

160 hedge funds and large institutions have $749M invested in State Street SPDR S&P Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $535K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

92% more capital invested

Capital invested by funds: $391M → $749M (+$358M)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

23.24% more ownership

Funds ownership: 32.87%56.11% (+23%)

9% more funds holding

Funds holding: 147160 (+13)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
34
Increased
53
Reduced
49
Closed
19
Calls
$1.86M
Puts
$535K
Net Calls
+$1.32M
Net Calls Change
+$603K
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
126
Winch Advisory Services
Wisconsin
$45K
BWM
127
Baystate Wealth Management
Massachusetts
$42K +$90 +1 +0.2%
NFG
128
Next Financial Group
Texas
$39K -$209K -2,336 -85%
NFH
129
NEXT Financial Holdings
Texas
$39K +$38.1K +425 New
TF
130
Tompkins Financial
New York
$35K +$34.5K +385 New
GWM
131
Geneos Wealth Management
Colorado
$34K +$16.1K +180 +90%
PCM
132
Princeton Capital Management
New Jersey
$30K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$28K -$27.4K -305 -50%
VNA
134
Valley National Advisers
Pennsylvania
$24K
HNB
135
Huntington National Bank
Ohio
$23K
TFGT
136
TS Financial Group (TSFG)
Illinois
$22K +$21.2K +236 New
EDRH
137
Edmond de Rothschild Holding
Switzerland
$19K
TA
138
TCG Advisors
Texas
$19K +$18.2K +203 New
FHA
139
Flagship Harbor Advisors
Massachusetts
$18K -$17.9K -200 -50%
RFM
140
Royal Fund Management
Florida
$18K
AWM
141
AllSquare Wealth Management
New York
$12K
WAS
142
WESPAC Advisors SoCal
California
$12K +$12K +134 New
JCM
143
Jacobi Capital Management
Pennsylvania
$11K
CFB
144
Cullen/Frost Bankers
Texas
$11K +$11.1K +124 New
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$9.27K
CTC
146
Central Trust Company
Missouri
$9K
CG
147
Cutler Group
California
$9K
ONST
148
Old North State Trust
North Carolina
$9K
S
149
SignatureFD
Georgia
$9K
SIAP
150
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K