State Street SPDR S&P Aerospace & Defense ETF
XAR
32 hedge funds and large institutions have $98.8M invested in State Street SPDR S&P Aerospace & Defense ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 9 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
16% less funds holding
Funds holding: 38 → 32 (-6)
51% less capital inflows, than outflows
Capital inflows: $5.49M | Capital outflows: $11.1M
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.86M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$433K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$395K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$224K |
| 5 |
Cue Advisory Services
Phoenix,
Arizona
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$708K |
| 4 |
LPL Financial
San Diego,
California
|
-$600K |
| 5 |
Wellington Shields Capital Management
New York
|
-$509K |
XAR Hedge Fund Activity: Q1 2016 in Review
32 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q1 2016, worth a combined $98.8M — down 6.7% from $106M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of XAR and 3 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Bank of America, adding an estimated $3.86M. The largest seller was Morgan Stanley, cutting an estimated $5.39M.
- 32 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q1 2016, down from 38 in Q4 2015.
- Funds reported $98.8M of State Street SPDR S&P Aerospace & Defense ETF stock for Q1 2016, down 6.7% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q1 2016 and 9 closed out, a net change of -6 holders.
- The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q1 2016 was Bank of America, an estimated $3.86M added.
- The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q1 2016 was Morgan Stanley, an estimated $5.39M sold.
Based on aggregated 13F filings for Q1 2016.