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State Street SPDR S&P Aerospace & Defense ETF

160 hedge funds and large institutions have $749M invested in State Street SPDR S&P Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $535K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

92% more capital invested

Capital invested by funds: $391M → $749M (+$358M)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

23.24% more ownership

Funds ownership: 32.87%56.11% (+23%)

9% more funds holding

Funds holding: 147160 (+13)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
34
Increased
53
Reduced
49
Closed
19
Calls
$1.86M
Puts
$535K
Net Calls
+$1.32M
Net Calls Change
+$603K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$306M +$296M +3,295,679 +9,538%
Morgan Stanley
2
Morgan Stanley
New York
$52.4M +$1.48M +16,547 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$38M +$1.89M +21,094 +5%
Bank of America
4
Bank of America
North Carolina
$33.9M -$14M -155,996 -30%
BHB
5
Bank Hapoalim BM
Israel
$25.9M +$6.76M +75,392 +62%
UBS Group
6
UBS Group
Switzerland
$23.7M -$5.46M -60,921 -19%
Wells Fargo
7
Wells Fargo
California
$23M +$3.66M +40,762 +19%
LPL Financial
8
LPL Financial
California
$22.7M +$1.39M +15,553 +7%
CA
9
Cumberland Advisors
Florida
$19.3M +$574K +6,400 +3%
ACM
10
Arlington Capital Management
Illinois
$17.2M +$16.9M +187,898 New
NEIRG
11
New England Investment & Retirement Group
Massachusetts
$10M +$9.81M +109,370 New
FAM
12
Flaharty Asset Management
Florida
$8.27M -$207K -2,306 -2%
RJA
13
Raymond James & Associates
Florida
$7.37M +$157K +1,750 +2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$7.36M +$523K +5,832 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.14M +$828K +9,234 +13%
BAAM
16
Baker Avenue Asset Management
California
$7.08M -$113K -1,263 -2%
AFA
17
American Financial Advisors
Georgia
$6.71M +$5.39M +60,080 +459%
Ameriprise
18
Ameriprise
Minnesota
$6.7M -$39.9M -444,964 -86%
AG
19
Advisor Group
Arizona
$6.34M +$781K +8,709 +14%
Stifel Financial
20
Stifel Financial
Missouri
$6.04M -$7.87M -87,788 -57%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.76M -$268K -2,988 -5%
EFSCE
22
Enterprise Financial Services Corp (EFSC)
Missouri
$4.72M +$4.59M +51,140 +18,596%
AIM
23
Advantage Investment Management
Iowa
$4.48M +$467K +5,202 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.34M +$42.8K +477 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.15M -$59.6K -665 -1%