State Street SPDR S&P Aerospace & Defense ETF
151 hedge funds and large institutions have $825M invested in State Street SPDR S&P Aerospace & Defense ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
132% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 31
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
29% more capital invested
Capital invested by funds: $641M → $825M (+$184M)
10% more funds holding
Funds holding: 137 → 151 (+14)
0.83% more ownership
Funds ownership: 49.79% → 50.62% (+0.83%)
34% less call options, than puts
Call options by funds: $609K | Put options by funds: $926K
Top Buyers
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$15.1M |
| 2 |
Citigroup
New York
|
+$13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.25M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$5.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWP
151
Northstar Wealth Partners
West Hartford,
Connecticut
| – | -$1.09M | -12,489 | Closed |
|
152
Citadel Advisors
Miami,
Florida
| – | -$366K | -4,205 | Closed |
|
|
ICM
153
IMS Capital Management
Portland,
Oregon
| – | -$238K | -2,735 | Closed |
|
154
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$155K | -1,774 | Closed |
|
|
FHA
155
First Horizon Advisors
Memphis,
Tennessee
| – | -$96K | -1,100 | Closed |
|
|
BCA
156
Bay Colony Advisors
Concord,
Massachusetts
| – | -$35K | -407 | Closed |
|
157
SEI Investments
Oaks,
Pennsylvania
| – | -$17K | -200 | Closed |
|
|
WIM
158
Westside Investment Management
Santa Monica,
California
| – | -$17.4K | -200 | Closed |
|
|
WT
159
Washington Trust
Westerly,
Rhode Island
| – | -$13K | -150 | Closed |
|
|
PCM
160
Peak Capital Management
Greenwood Village,
Colorado
| – | -$4K | -46 | Closed |
|
|
TWA
161
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -29 | Closed |
|
|
FWM
162
Focused Wealth Management
Newburgh,
New York
| – | +$94 | +1 | New |
|
XAR Hedge Fund Activity: Q3 2018 in Review
151 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q3 2018, worth a combined $825M — up 29% from $641M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new XAR positions and 11 closed out — a net gain of 15 holders — while 72 added to existing stakes and 31 trimmed.
The largest buyer was Meitav Investment House, adding an estimated $15.1M. The largest seller was Northern Capital Management (Wisconsin), cutting an estimated $1.46M.
- 151 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q3 2018, up from 137 in Q2 2018.
- Funds reported $825M of State Street SPDR S&P Aerospace & Defense ETF stock for Q3 2018, up 29% quarter-over-quarter.
- 26 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q3 2018 and 11 closed out, a net change of +15 holders.
- The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q3 2018 was Meitav Investment House, an estimated $15.1M added.
- The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q3 2018 was Northern Capital Management (Wisconsin), an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2018.