State Street SPDR S&P Aerospace & Defense ETF
220 hedge funds and large institutions have $379M invested in State Street SPDR S&P Aerospace & Defense ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 31 closing their positions.
180% more call options, than puts
Call options by funds: $744K | Put options by funds: $266K
6% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 65
0.58% less ownership
Funds ownership: 34.9% → 34.33% (-0.58%)
5% less funds holding
Funds holding: 231 → 220 (-11)
12% less capital invested
Capital invested by funds: $432M → $379M (-$52.8M)
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.01M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.59M |
| 3 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$4.2M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$3.38M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.63M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.21M |
| 3 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$4.79M |
| 4 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$4.42M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.87M |
XAR Hedge Fund Activity: Q3 2022 in Review
220 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q3 2022, worth a combined $379M — down 12% from $432M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of XAR and 22 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 69 added.
The largest buyer was Morgan Stanley, adding an estimated $7.01M. The largest seller was UBS Group, cutting an estimated $9.63M.
- 220 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q3 2022, down from 231 in Q2 2022.
- Funds reported $379M of State Street SPDR S&P Aerospace & Defense ETF stock for Q3 2022, down 12% quarter-over-quarter.
- 22 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q3 2022 and 31 closed out, a net change of -9 holders.
- The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q3 2022 was Morgan Stanley, an estimated $7.01M added.
- The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q3 2022 was UBS Group, an estimated $9.63M sold.
Based on aggregated 13F filings for Q3 2022.