State Street SPDR S&P Aerospace & Defense ETF
136 hedge funds and large institutions have $640M invested in State Street SPDR S&P Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 19 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
78% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 32
4% less capital invested
Capital invested by funds: $666M → $640M (-$25.5M)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
7% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.25M
1% less funds holding
Funds holding: 138 → 136 (-2)
2.13% less ownership
Funds ownership: 51.62% → 49.49% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$71M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.75M |
| 3 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$4.91M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.43M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$48.5M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$31.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$21.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.74M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.01M |
XAR Hedge Fund Activity: Q2 2018 in Review
136 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q2 2018, worth a combined $640M — down 3.8% from $666M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of XAR and 18 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 57 added.
The largest buyer was Citigroup, adding an estimated $71M. The largest seller was JP Morgan Chase, cutting an estimated $48.5M.
- 136 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q2 2018, down from 138 in Q1 2018.
- Funds reported $640M of State Street SPDR S&P Aerospace & Defense ETF stock for Q2 2018, down 3.8% quarter-over-quarter.
- 18 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q2 2018 and 19 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q2 2018 was Citigroup, an estimated $71M added.
- The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q2 2018 was JP Morgan Chase, an estimated $48.5M sold.
Based on aggregated 13F filings for Q2 2018.