State Street SPDR S&P Aerospace & Defense ETF
85 hedge funds and large institutions have $328M invested in State Street SPDR S&P Aerospace & Defense ETF in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 7 closing their positions.
340% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 10
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
18% more funds holding
Funds holding: 72 → 85 (+13)
21% less capital invested
Capital invested by funds: $415M → $328M (-$87.1M)
22.79% less ownership
Funds ownership: 83.41% → 60.62% (-23%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
69% less call options, than puts
Call options by funds: $270K | Put options by funds: $858K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.53M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.13M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.9M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$139M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$891K |
| 5 |
MFBTD
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
-$346K |
XAR Hedge Fund Activity: Q1 2017 in Review
85 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q1 2017, worth a combined $328M — down 21% from $415M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XAR positions and 7 closed out — a net gain of 14 holders — while 44 added to existing stakes and 10 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.53M. The largest seller was Clal Insurance, exiting entirely with an estimated $139M sold.
- 85 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q1 2017, up from 72 in Q4 2016.
- Funds reported $328M of State Street SPDR S&P Aerospace & Defense ETF stock for Q1 2017, down 21% quarter-over-quarter.
- 21 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q1 2017 and 7 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q1 2017 was Ameriprise, an estimated $9.53M added.
- The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q1 2017 was Clal Insurance, an estimated $139M sold.
Based on aggregated 13F filings for Q1 2017.