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State Street SPDR FactSet Innovative Technology ETF

44 hedge funds and large institutions have $36.1M invested in State Street SPDR FactSet Innovative Technology ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more funds holding

Funds holding: 4144 (+3)

1.91% less ownership

Funds ownership: 36.77%34.86% (-1.9%)

23% less capital invested

Capital invested by funds: $46.9M → $36.1M (-$10.7M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$110K +$7.33K +65 +6%
SWM
27
Spire Wealth Management
Virginia
$72K -$62.7K -556 -43%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$61K +$24.6K +218 +55%
MCC
29
Money Concepts Capital
Florida
$38K +$43.4K +385 New
HI
30
Harbour Investments
Wisconsin
$25K
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$25K
CIAS
32
Capital Investment Advisory Services
North Carolina
$20K
Wells Fargo
33
Wells Fargo
California
$19K -$8.35K -74 -28%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$17K +$18.7K +166 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$15K
IRC
36
Investors Research Corp
Georgia
$9K
Morgan Stanley
37
Morgan Stanley
New York
$7K +$1.13K +10 +15%
ADL
38
Asset Dedication LLC
California
$6K
ACA
39
Aptus Capital Advisors
Alabama
$6K +$6.88K +61 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$6K +$7.33K +65 New
AF
41
Advisornet Financial
Minnesota
$5K -$3.38K -30 -35%
GRP
42
Global Retirement Partners
California
$1K
SPIA
43
Steward Partners Investment Advisory
New York
$1K
BIAS
44
Beacon Investment Advisory Services
New Jersey
-$9.79M -91,036 Closed
MIAN
45
Mariner Independent Advisor Network
Kansas
-$2.46M -21,062 Closed
OMC
46
Old Mission Capital
Illinois
-$1.39M -12,910 Closed
BAM
47
Belpointe Asset Management
Nevada
-$569K -5,293 Closed
AWM
48
Ameliora Wealth Management
Switzerland
-$559K -5,200 Closed
CAN
49
Cetera Advisor Networks
California
-$206K -1,908 Closed
AWM
50
Avior Wealth Management
Nebraska
+$1.13K +10 New

XITK Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q3 2022, worth a combined $36.1M — down 23% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XITK positions and 6 closed out — a net gain of 3 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was RVW Wealth, opening a new position worth an estimated $3.87M. The largest seller was Beacon Investment Advisory Services, exiting entirely with an estimated $9.79M sold.

  • 44 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q3 2022, up from 41 in Q2 2022.
  • Funds reported $36.1M of State Street SPDR FactSet Innovative Technology ETF stock for Q3 2022, down 23% quarter-over-quarter.
  • 9 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q3 2022 was RVW Wealth, an estimated $3.87M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q3 2022 was Beacon Investment Advisory Services, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2022.