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State Street SPDR S&P Homebuilders ETF

202 hedge funds and large institutions have $1.06B invested in State Street SPDR S&P Homebuilders ETF in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 69 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 23

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

91% more capital invested

Capital invested by funds: $555M → $1.06B (+$504M)

82% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 38

31% more funds holding

Funds holding: 154202 (+48)

10.53% more ownership

Funds ownership: 68.81%79.34% (+11%)

32% less call options, than puts

Call options by funds: $136M | Put options by funds: $201M

Holders
202
Holders Change
+48
Holders Change %
+31.17%
% of All Funds
4.08%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.18%
New
72
Increased
69
Reduced
38
Closed
23
Calls
$136M
Puts
$201M
Net Calls
-$64.6M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
151
Vestmark Advisory Solutions
Massachusetts
$200K +$188K +3,712 New
BBA
152
Braun-Bostich & Associates
Pennsylvania
$169K +$153K +3,018 +2,671%
CFA
153
Carroll Financial Associates
North Carolina
$154K +$145K +2,862 New
CFGS
154
Concourse Financial Group Securities
Alabama
$127K +$57K +1,128 +92%
EDRH
155
Edmond de Rothschild Holding
Switzerland
$120K
SPIA
156
Steward Partners Investment Advisory
New York
$110K +$91K +1,800 +720%
SG Americas Securities
157
SG Americas Securities
New York
$105K +$99K +1,958 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$95K +$5.31K +105 +6%
POIA
159
Pin Oak Investment Advisors
Texas
$89K
APA
160
American Portfolios Advisors
New York
$87.9K +$12.6K +250 +18%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$73K +$8.9K +176 +15%
JCM
162
Jacobi Capital Management
Pennsylvania
$72K +$1.92K +38 +3%
US Bancorp
163
US Bancorp
Minnesota
$64K +$506 +10 +0.8%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$62K +$19.9K +393 +52%
RCG
165
Ruggie Capital Group
Florida
$57K +$152 +3 +0.3%
BFC
166
Bedel Financial Consulting
Indiana
$52K
WT
167
Whittier Trust
California
$50K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$41K
IA
169
IFP Advisors
Florida
$40K -$657 -13 -2%
PA
170
Parallel Advisors
California
$38K
DTIM
171
Danda Trouve Investment Management
Kansas
$38K +$15.2K +300 +75%
RIM
172
Rockbridge Investment Management
New York
$37K
HFA
173
Hoover Financial Advisors
Pennsylvania
$35K +$32.6K +644 New
FFA
174
Founders Financial Alliance
North Carolina
$33K +$31.4K +620 New
NIC
175
Northwest Investment Counselors
Oregon
$32K +$29.9K +592 New

XHB Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q3 2020, worth a combined $1.06B — up 91% from $555M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XHB positions and 23 closed out — a net gain of 49 holders — while 69 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $74.4M. The largest seller was Goldman Sachs, cutting an estimated $20M.

  • 202 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q3 2020, up from 154 in Q2 2020.
  • Funds reported $1.06B of State Street SPDR S&P Homebuilders ETF stock for Q3 2020, up 91% quarter-over-quarter.
  • 72 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q3 2020 and 23 closed out, a net change of +49 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q3 2020 was Bank of America, an estimated $74.4M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q3 2020 was Goldman Sachs, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2020.