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State Street SPDR FactSet Innovative Technology ETF
XITK

46 hedge funds and large institutions have $99.8M invested in State Street SPDR FactSet Innovative Technology ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

89% more capital invested

Capital invested by funds: $52.9M → $99.8M (+$47M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

15% more funds holding

Funds holding: 40 → 46 (+6)

3.98% more ownership

Funds ownership: 34.78% → 38.76% (+4%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
16
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$14.3M
2
LPL Financial
LPL Financial
California
+$12.9M
3
GLA
Good Life Advisors
Pennsylvania
+$4.98M
4
RCS
Retirement Capital Strategies
California
+$4.92M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
WWM
WJ Wealth Management
Arizona
-$3.97M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$883K
3
Jane Street
Jane Street
New York
-$585K
4
GTAM
Global Trust Asset Management
Florida
-$276K
5
PP
Prudential plc
United Kingdom
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Salem Investment Counselors
North Carolina
$273K +$6.11K +38 +2%
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$241K +$229K +1,427 New
PAG
28
Private Advisory Group
Washington
$228K +$217K +1,348 New
Citigroup
29
Citigroup
New York
$196K +$17.7K +110 +10%
APA
30
American Portfolios Advisors
New York
$170K +$29.1K +181 +22%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
TFGT
33
TS Financial Group (TSFG)
Illinois
$38K +$36.1K +225 New
AP
34
Advisors Preferred
Maryland
$26K -$22K -137 -47%
NFG
35
Next Financial Group
Texas
$20K +$19.3K +120 New
TF
36
TimeScale Financial
Massachusetts
$16K – – –
IRC
37
Investors Research Corp
Georgia
$15K – – –
PFS
38
Prospera Financial Services
Texas
$10K +$9.64K +60 New
WEC
39
Winslow Evans & Crocker
Massachusetts
$7K – – –
BC
40
Barnett & Company
Tennessee
$6K – – –
HFA
41
Hoover Financial Advisors
Pennsylvania
$3K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$3K +$2.41K +15 New
Morgan Stanley
43
Morgan Stanley
New York
$2K – – –
AWM
44
Atticus Wealth Management
Florida
$2K +$1.61K +10 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.28K +8 New
Jane Street
46
Jane Street
New York
– -$585K -4,021 Closed
GTAM
47
Global Trust Asset Management
Florida
– -$276K -1,900 Closed
PP
48
Prudential plc
United Kingdom
– -$255K -1,750 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$175K -1,206 Closed
HBT
50
Hills Bank & Trust
Iowa
– -$102K -700 Closed
1
2
3

XITK Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q3 2020, worth a combined $99.8M — up 89% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XITK positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $14.3M. The largest seller was WJ Wealth Management, cutting an estimated $3.97M.

  • 46 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q3 2020, up from 40 in Q2 2020.
  • Funds reported $99.8M of State Street SPDR FactSet Innovative Technology ETF stock for Q3 2020, up 89% quarter-over-quarter.
  • 12 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q3 2020 was Bank of America, an estimated $14.3M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q3 2020 was WJ Wealth Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2020.