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State Street SPDR S&P Homebuilders ETF

313 hedge funds and large institutions have $2.48B invested in State Street SPDR S&P Homebuilders ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 100 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 22

65% more capital invested

Capital invested by funds: $1.5B → $2.48B (+$980M)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

56% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 64

32% more funds holding

Funds holding: 238313 (+75)

9.19% more ownership

Funds ownership: 89.31%98.51% (+9.2%)

44% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $168M

Holders
313
Holders Change
+75
Holders Change %
+31.51%
% of All Funds
4.82%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.25%
New
100
Increased
100
Reduced
64
Closed
22
Calls
$94.4M
Puts
$168M
Net Calls
-$73.5M
Net Calls Change
+$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$617M +$429M +5,357,401 +292%
Goldman Sachs
2
Goldman Sachs
New York
$256M +$115M +1,430,508 +92%
Bank of America
3
Bank of America
North Carolina
$217M -$15.1M -187,927 -7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$126M
UBS Group
5
UBS Group
Switzerland
$69.9M +$16.6M +207,730 +34%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$58.8M -$16M -200,000 -23%
MMEA
7
Main Management ETF Advisors
California
$54.3M +$2.6M +32,500 +5%
PC
8
PointState Capital
New York
$50.4M +$47M +587,000 New
LPL Financial
9
LPL Financial
California
$43.4M -$8.94M -111,553 -18%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$41.9M +$1.26M +15,777 +3%
MW
11
Marks Wealth
Maryland
$38.1M +$10.4M +129,984 +41%
Citigroup
12
Citigroup
New York
$34.3M -$26.2M -327,586 -45%
Wells Fargo
13
Wells Fargo
California
$33.1M -$17.2M -214,205 -36%
N
14
Natixis
France
$30.1M
Barclays
15
Barclays
United Kingdom
$29.8M +$2.03M +25,290 +8%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$28.6M +$25.8M +322,434 +2,588%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27M +$20M +250,000 +385%
AWM
18
Affinity Wealth Management
Delaware
$24.2M +$530K +6,612 +2%
BBA
19
Braun-Bostich & Associates
Pennsylvania
$24.2M +$25.6M +319,107 New
JP Morgan Chase
20
JP Morgan Chase
New York
$20.3M -$22.5M -280,663 -54%
Ameriprise
21
Ameriprise
Minnesota
$20M +$4.12M +51,415 +28%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$19.4M +$18.1M +226,138 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$19.3M +$993K +12,390 +6%
MM
24
Main Management
California
$19.3M +$779K +9,721 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$18.3M +$9.87M +123,165 +137%

XHB Hedge Fund Activity: Q4 2021 in Review

313 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q4 2021, worth a combined $2.48B — up 65% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new XHB positions and 22 closed out — a net gain of 78 holders — while 100 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $429M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $34.6M.

  • 313 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $2.48B of State Street SPDR S&P Homebuilders ETF stock for Q4 2021, up 65% quarter-over-quarter.
  • 100 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q4 2021 and 22 closed out, a net change of +78 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q4 2021 was Morgan Stanley, an estimated $429M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q4 2021 was Schonfeld Strategic Advisors, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2021.