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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
OC
126
Oppenheimer & Co
New York
$313K +$295K +2,511 New
ISWM
127
Independent Solutions Wealth Management
New York
$312K
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$312K
MFP
129
Meridian Financial Partners
Virginia
$312K
KIA
130
KCM Investment Advisors
California
$308K
AWM
131
AE Wealth Management
Kansas
$307K -$15.6K -133 -5%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$304K +$51.4K +438 +22%
KIA
133
Kraematon Investment Advisors
Massachusetts
$303K +$41.2K +351 +17%
WWM
134
WT Wealth Management
Arizona
$302K -$74.2K -632 -21%
GEA
135
Glen Eagle Advisors
New Jersey
$286K -$5.87K -50 -2%
GRP
136
Global Retirement Partners
California
$270K +$308K +2,626 New
BAM
137
Belpointe Asset Management
Nevada
$269K -$1.17K -10 -0.5%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K +$63.7K +543 +34%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$252K +$41.3K +352 +21%
GG
140
Gofen & Glossberg
Illinois
$250K
KA
141
Kovack Advisors
Florida
$249K +$14.2K +121 +6%
PWA
142
PCG Wealth Advisors
Kansas
$246K +$1.17K +10 +0.5%
PWP
143
Principle Wealth Partners
Connecticut
$242K
BBA
144
BLB&B Advisors
Pennsylvania
$239K -$13K -111 -5%
MWM
145
Mascoma Wealth Management
New Hampshire
$239K +$8.57K +73 +4%
VAM
146
Verity Asset Management
North Carolina
$237K +$222K +1,893 New
HGERS
147
Householder Group Estate & Retirement Specialist
Arizona
$235K +$16.5K +141 +8%
CBFP
148
Cedar Brook Financial Partners
Ohio
$233K +$8.8K +75 +4%
AWA
149
Arete Wealth Advisors
Illinois
$219K -$21.4K -182 -9%
SWM
150
SeaCrest Wealth Management
New York
$217K -$14.7K -125 -7%