We are live on ! Find out more
XHB icon

State Street SPDR S&P Homebuilders ETF

143 hedge funds and large institutions have $866M invested in State Street SPDR S&P Homebuilders ETF in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 140143 (+3)

1.53% more ownership

Funds ownership: 75.88%77.41% (+1.5%)

2% more capital invested

Capital invested by funds: $851M → $866M (+$15.3M)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

22% less call options, than puts

Call options by funds: $88.7M | Put options by funds: $114M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.58%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
28
Increased
45
Reduced
45
Closed
19
Calls
$88.7M
Puts
$114M
Net Calls
-$25.2M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
126
Fusion Family Wealth
New York
$38K +$37.5K +1,120 New
JCM
127
Jacobi Capital Management
Pennsylvania
$37K -$6.7K -200 -16%
RCG
128
Ruggie Capital Group
Florida
$35K +$67 +2 +0.2%
KHLMTHM
129
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$25K
KF
130
Krilogy Financial
Missouri
$19K
WT
131
Whittier Trust
California
$16K +$670 +20 +4%
GEA
132
Glen Eagle Advisors
New Jersey
$13.2K +$13.1K +390 New
NFG
133
Next Financial Group
Texas
$11K -$7.37K -220 -39%
WA
134
WFG Advisors
Texas
$10K
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.7K +200 New
GWM
136
Geneos Wealth Management
Colorado
$4K -$689K -20,570 -99%
EWM
137
Edge Wealth Management
New York
$4K
MWM
138
MinichMacGregor Wealth Management
New York
$4K
AC
139
Alexandria Capital
Virginia
$3K
FANJ
140
Financial Architects (New Jersey)
New Jersey
$3K
FTUS
141
Flow Traders U.S.
New York
$3K +$3.35K +100 New
IWM
142
IHT Wealth Management
Illinois
$3K +$3.35K +100 New
AWM
143
Affinity Wealth Management
Delaware
-$9.28M -273,268 Closed
MYLI
144
Meiji Yasuda Life Insurance
Japan
-$6.47M -190,600 Closed
CA
145
Cumberland Advisors
Florida
-$5.44M -160,360 Closed
CC
146
Coastland Capital
California
-$5.09M -150,000 Closed
LI
147
Longer Investments
Arkansas
-$2.72M -80,187 Closed
Jane Street
148
Jane Street
New York
-$922K -27,525 Closed
Mariner
149
Mariner
Kansas
-$894K -26,331 Closed
HCM
150
HMS Capital Management
Tennessee
-$518K -15,271 Closed

XHB Hedge Fund Activity: Q4 2016 in Review

143 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q4 2016, worth a combined $866M — up 1.8% from $851M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XHB positions and 19 closed out — a net gain of 9 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $59.1M. The largest seller was UBS Group, cutting an estimated $45.7M.

  • 143 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q4 2016, up from 140 in Q3 2016.
  • Funds reported $866M of State Street SPDR S&P Homebuilders ETF stock for Q4 2016, up 1.8% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q4 2016 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q4 2016 was Ontario Teachers' Pension Plan Board, an estimated $59.1M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q4 2016 was UBS Group, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2016.