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State Street SPDR FactSet Innovative Technology ETF
XITK

69 hedge funds and large institutions have $165M invested in State Street SPDR FactSet Innovative Technology ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

66% more capital invested

Capital invested by funds: $99.8M → $165M (+$65.5M)

50% more funds holding

Funds holding: 46 → 69 (+23)

0.18% more ownership

Funds ownership: 38.76% → 38.95% (+0.18%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
69
Holders Change
+23
Holders Change %
+50%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
27
Increased
23
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PS
Portfolio Strategies
New York
+$13.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.48M
3
FTUS
Flow Traders U.S.
New York
+$2.89M
4
SL
Systelligence LLC
Minnesota
+$2.89M
5
LPL Financial
LPL Financial
California
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
VAG
VisionPoint Advisory Group
Texas
-$4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$646K
3
Osaic Holdings
Osaic Holdings
Arizona
-$395K
4
WWM
WJ Wealth Management
Arizona
-$105K
5
BWA
BDO Wealth Advisors
Florida
-$82.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
26
WJ Wealth Management
Arizona
$1.06M -$105K -548 -10%
KM
27
Kalos Management
Georgia
$1.04M +$783K +4,097 New
KAS
28
Kestra Advisory Services
Texas
$1.03M +$897K +4,691 +6,607%
GWM
29
Geneos Wealth Management
Colorado
$955K +$19.1K +100 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$758K +$674K +3,526 New
TRCT
31
Tower Research Capital (TRC)
New York
$747K +$664K +3,474 New
MSAM
32
Moloney Securities Asset Management
Missouri
$580K +$12K +63 +2%
BWA
33
BDO Wealth Advisors
Florida
$531K -$82.2K -430 -15%
CF
34
Centaurus Financial
California
$473K +$421K +2,200 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$422K – – –
APA
36
American Portfolios Advisors
New York
$397K +$161K +842 +84%
AWA
37
Acorn Wealth Advisors
Michigan
$396K +$352K +1,843 New
PG
38
Patten Group
Tennessee
$393K +$13.4K +70 +4%
SIC
39
Salem Investment Counselors
North Carolina
$348K – – –
CPFP
40
Clear Perspectives Financial Planning
Ohio
$333K +$296K +1,549 New
Citigroup
41
Citigroup
New York
$314K +$57.4K +300 +26%
TCWM
42
Total Clarity Wealth Management
Illinois
$294K +$261K +1,365 New
PAG
43
Private Advisor Group
New Jersey
$288K +$256K +1,339 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$285K +$253K +1,326 New
ACM
45
Advisors Capital Management
New Jersey
$244K +$218K +1,139 New
AIP
46
Ahrens Investment Partners
Louisiana
$224K +$199K +1,040 New
TFGT
47
TS Financial Group (TSFG)
Illinois
$207K +$141K +735 +327%
DA
48
DCM Advisors
New York
$140K +$124K +650 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
AP
50
Advisors Preferred
Maryland
$97K +$57.7K +302 +196%
1
2
3

XITK Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q4 2020, worth a combined $165M — up 66% from $99.8M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XITK positions and 4 closed out — a net gain of 23 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $13.8M. The largest seller was VisionPoint Advisory Group, exiting entirely with an estimated $4M sold.

  • 69 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q4 2020, up from 46 in Q3 2020.
  • Funds reported $165M of State Street SPDR FactSet Innovative Technology ETF stock for Q4 2020, up 66% quarter-over-quarter.
  • 27 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q4 2020 and 4 closed out, a net change of +23 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q4 2020 was Portfolio Strategies, an estimated $13.8M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q4 2020 was VisionPoint Advisory Group, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2020.