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State Street SPDR S&P Homebuilders ETF

150 hedge funds and large institutions have $562M invested in State Street SPDR S&P Homebuilders ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 25 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

14% more funds holding

Funds holding: 132150 (+18)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.45% less ownership

Funds ownership: 105.18%104.73% (-0.45%)

30% less capital invested

Capital invested by funds: $798M → $562M (-$236M)

38% less call options, than puts

Call options by funds: $78.5M | Put options by funds: $126M

54% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 54

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
25
Reduced
54
Closed
26
Calls
$78.5M
Puts
$126M
Net Calls
-$47.2M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$11K -$275K -7,995 -96%
FFW
127
Fusion Family Wealth
New York
$11K -$8.43K -245 -42%
SF
128
Synovus Financial
Georgia
$11K +$12K +348 New
NFG
129
Next Financial Group
Texas
$10K +$10.7K +310 New
MA
130
MCF Advisors
Kentucky
$7K -$27K -785 -77%
LDFR
131
Lehman & Derafelo Financial Resources
Pennsylvania
$7K +$7.16K +208 New
VFA
132
Valeo Financial Advisors
Indiana
$6K
DBT
133
Dubuque Bank & Trust
Iowa
$5K -$505K -14,683 -99%
PCG
134
Private Capital Group
Connecticut
$5K -$3.75K -109 -40%
CAL
135
Capital Advisors Ltd
Ohio
$5K
GWM
136
Geneos Wealth Management
Colorado
$5K
HI
137
Hudock Inc
Pennsylvania
$5K
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$5K +$5.54K +161 New
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$4K +$4.03K +117 +11,700%
AWM
140
Arbor Wealth Management
Florida
$4K +$4.68K +136 New
WIM
141
Westside Investment Management
California
$3.25K +$3.44K +100 New
AF
142
Allworth Financial
California
$3K
FANJ
143
Financial Architects (New Jersey)
New Jersey
$3K
IBOK
144
Independence Bank of Kentucky
Kentucky
$3K
NL
145
NVWM LLC
Pennsylvania
$3K
BOPW
146
Brandywine Oak Private Wealth
Pennsylvania
$3K +$4.06K +118 New
SWM
147
SeaCrest Wealth Management
New York
$2K
EWA
148
Evolution Wealth Advisors
Florida
$2K +$2.58K +75 New
LFG
149
LifePlan Financial Group
Ohio
$1K
GT
150
Glenmede Trust
Pennsylvania
$251 -$287K -8,330 -52%

XHB Hedge Fund Activity: Q4 2018 in Review

150 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q4 2018, worth a combined $562M — down 30% from $798M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XHB positions and 26 closed out — a net gain of 19 holders — while 25 added to existing stakes and 54 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $16.8M. The largest seller was JP Morgan Chase, cutting an estimated $83M.

  • 150 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q4 2018, up from 132 in Q3 2018.
  • Funds reported $562M of State Street SPDR S&P Homebuilders ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q4 2018 and 26 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q4 2018 was Putnam Investments, an estimated $16.8M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q4 2018 was JP Morgan Chase, an estimated $83M sold.

Based on aggregated 13F filings for Q4 2018.