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State Street SPDR FactSet Innovative Technology ETF

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: 4669 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$62K +$55.1K +288 New
KTC
52
Kistler-Tiffany Companies
Pennsylvania
$54K
TCM
53
TD Capital Management
Tennessee
$41K +$36.7K +192 New
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$28.9K +151 New
NFG
55
Next Financial Group
Texas
$26K
SFSIG
56
San Francisco Sentry Investment Group
California
$25K +$22K +115 New
TF
57
TimeScale Financial
Massachusetts
$19K
IRC
58
Investors Research Corp
Georgia
$18K
AF
59
Advisornet Financial
Minnesota
$18K +$16.3K +85 New
WEC
60
Winslow Evans & Crocker
Massachusetts
$14K +$4.78K +25 +63%
BC
61
Barnett & Company
Tennessee
$6K -$956 -5 -14%
Bessemer Group
62
Bessemer Group
New Jersey
$6K +$5.16K +27 New
CYG
63
Clean Yield Group
Vermont
$4K +$3.82K +20 New
HFA
64
Hoover Financial Advisors
Pennsylvania
$3K
SPIA
65
Steward Partners Investment Advisory
New York
$3K
AWM
66
Atticus Wealth Management
Florida
$2K
Morgan Stanley
67
Morgan Stanley
New York
$2K
GT
68
Glenmede Trust
Pennsylvania
$2K +$2.1K +11 New
NDSI
69
Newman Dignan & Sheerar Inc
Rhode Island
$357 +$44.5K +233 +16%
VAG
70
VisionPoint Advisory Group
Texas
-$4M -23,698 Closed
PFS
71
Prospera Financial Services
Texas
-$10K -60 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
-$1K -8 Closed

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.