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State Street SPDR S&P Homebuilders ETF

203 hedge funds and large institutions have $1.53B invested in State Street SPDR S&P Homebuilders ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39.66% more ownership

Funds ownership: 114.96%154.63% (+40%)

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

20% more capital invested

Capital invested by funds: $1.28B → $1.53B (+$257M)

5% more funds holding

Funds holding: 193203 (+10)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less call options, than puts

Call options by funds: $298M | Put options by funds: $635M

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
64
Reduced
48
Closed
38
Calls
$298M
Puts
$635M
Net Calls
-$337M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
76
Garrison Point Advisors
California
$720K
SPC
77
Sigma Planning Corp
Michigan
$720K +$412K +6,171 +138%
EH
78
Equitable Holdings
New York
$683K +$70.1K +1,050 +12%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$644K -$77.2K -1,155 -11%
Creative Planning
80
Creative Planning
Kansas
$630K -$161K -2,414 -21%
KAS
81
Kestra Advisory Services
Texas
$620K -$13.8K -207 -2%
JFG
82
Jefferies Financial Group
New York
$610K +$7.01K +105 +1%
ASN
83
Advisory Services Network
Georgia
$587K -$935 -14 -0.2%
Truist Financial
84
Truist Financial
North Carolina
$570K -$337K -5,038 -37%
ACP
85
Arcus Capital Partners
Georgia
$569K -$156K -2,339 -22%
WE
86
Wealth Effects
Massachusetts
$563K -$19.8K -296 -3%
SS
87
Simplicity Solutions
Minnesota
$537K +$530K +7,927 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$529K +$23.2K +347 +5%
AWM
89
AE Wealth Management
Kansas
$511K -$77.8K -1,165 -13%
AR
90
Apeiron RIA
Texas
$507K +$500K +7,487 New
PA
91
Pinnacle Associates
New York
$486K
BFEC
92
Benjamin F. Edwards & Company
Missouri
$469K -$44.8K -671 -9%
SMC
93
Smith, Moore & Co
Missouri
$442K +$1.07K +16 +0.2%
FAIM
94
Financial Advocates Investment Management
Washington
$438K +$431K +6,457 New
AWA
95
Arete Wealth Advisors
Illinois
$431K -$5.34K -80 -1%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$430K +$77.8K +1,164 +22%
Mariner
97
Mariner
Kansas
$407K -$22.4K -335 -5%
HAS
98
HBW Advisory Services
California
$404K +$398K +5,956 New
CPSC
99
Carl P. Sherr & Co
Massachusetts
$404K +$668 +10 +0.2%
IWM
100
IHT Wealth Management
Illinois
$388K -$20.1K -301 -5%

XHB Hedge Fund Activity: Q1 2023 in Review

203 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q1 2023, worth a combined $1.53B — up 20% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new XHB positions and 38 closed out — a net gain of 14 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $207M. The largest seller was Citigroup, cutting an estimated $66M.

  • 203 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q1 2023, up from 193 in Q4 2022.
  • Funds reported $1.53B of State Street SPDR S&P Homebuilders ETF stock for Q1 2023, up 20% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q1 2023 and 38 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q1 2023 was Goldman Sachs, an estimated $207M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q1 2023 was Citigroup, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2023.