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State Street SPDR S&P Homebuilders ETF

169 hedge funds and large institutions have $736M invested in State Street SPDR S&P Homebuilders ETF in 2019 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

52% more call options, than puts

Call options by funds: $235M | Put options by funds: $155M

34% more capital invested

Capital invested by funds: $551M → $736M (+$185M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17.75% more ownership

Funds ownership: 80.77%98.52% (+18%)

10% more funds holding

Funds holding: 153169 (+16)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
49
Increased
43
Reduced
40
Closed
31
Calls
$235M
Puts
$155M
Net Calls
+$80.6M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$74.4K +$11.5K +254 +18%
Deutsche Bank
127
Deutsche Bank
Germany
$73K -$350K -7,728 -83%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$71K +$9.09K +201 +15%
CFGS
129
Concourse Financial Group Securities
Alabama
$68K -$20.2K -446 -23%
BFC
130
Bedel Financial Consulting
Indiana
$68K
JCM
131
Jacobi Capital Management
Pennsylvania
$59K +$4.52K +100 +8%
RCG
132
Ruggie Capital Group
Florida
$48K +$47.7K +1,054 New
JAWM
133
J. Arnold Wealth Management
Ohio
$43K +$43.2K +954 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$41K
RE
135
RBC Europe
United Kingdom
$39.6K
PMFA
136
Plante Moran Financial Advisors
Michigan
$39K -$12.8K -284 -25%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$34K
TRCT
138
Tower Research Capital (TRC)
New York
$27K +$27.1K +600 New
GFPC
139
Global Financial Private Client
Florida
$26.9K +$26.8K +592 New
WT
140
Whittier Trust
California
$21K
RWG
141
Regal Wealth Group
California
$21K +$21.4K +472 New
VCP
142
Verus Capital Partners
Arizona
$17K +$17K +375 New
MWP
143
MYCIO Wealth Partners
Pennsylvania
$16K
BRC
144
Bell Rock Capital
Delaware
$16K +$16.5K +364 New
RIA
145
Realta Investment Advisors
Delaware
$15K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K +$14K +309 New
SSB
147
Sandy Spring Bank
Maryland
$14K
QFA
148
Quattro Financial Advisors
Texas
$11.9K +$11.5K +254 New
JPLA
149
Joseph P. Lucia & Associates
New York
$11K
MA
150
MCF Advisors
Kentucky
$10K

XHB Hedge Fund Activity: Q4 2019 in Review

169 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q4 2019, worth a combined $736M — up 34% from $551M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new XHB positions and 31 closed out — a net gain of 18 holders — while 43 added to existing stakes and 40 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $65.5M. The largest seller was Bank of America, cutting an estimated $16.6M.

  • 169 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q4 2019, up from 153 in Q3 2019.
  • Funds reported $736M of State Street SPDR S&P Homebuilders ETF stock for Q4 2019, up 34% quarter-over-quarter.
  • 49 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q4 2019 and 31 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q4 2019 was Schroder Investment Management Group, an estimated $65.5M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q4 2019 was Bank of America, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2019.