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State Street SPDR FactSet Innovative Technology ETF
XITK

27 hedge funds and large institutions have $17.7M invested in State Street SPDR FactSet Innovative Technology ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

17% more funds holding

Funds holding: 23 → 27 (+4)

3% more capital invested

Capital invested by funds: $17.1M → $17.7M (+$557K)

0.61% less ownership

Funds ownership: 25.83% → 25.21% (-0.61%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PG
Patten Group
Tennessee
+$214K
2
CCP
Cardan Capital Partners
Colorado
+$173K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$94.1K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$58K
5
WS
Wedbush Securities
California
+$21.6K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.33M
2
Citadel Advisors
Citadel Advisors
Florida
-$587K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$274K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$145K
5
LPL Financial
LPL Financial
California
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$3.93M +$5.07K +47 +0.1%
CCP
2
Cardan Capital Partners
Colorado
$2.7M +$173K +1,602 +7%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.93M – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.42M +$58K +538 +4%
LPL Financial
5
LPL Financial
California
$1.08M -$106K -978 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.03M +$94.1K +872 +11%
Bank of America
7
Bank of America
North Carolina
$847K -$30.3K -281 -4%
Citadel Advisors
8
Citadel Advisors
Florida
$657K -$587K -5,443 -48%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$649K -$274K -2,536 -31%
TRCT
10
Tower Research Capital (TRC)
New York
$578K -$82.2K -762 -13%
Jane Street
11
Jane Street
New York
$380K -$1.33M -12,332 -79%
WS
12
Wedbush Securities
California
$368K +$21.6K +200 +7%
BWA
13
BDO Wealth Advisors
Florida
$331K – – –
UBS Group
14
UBS Group
Switzerland
$310K -$7.55K -70 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$304K – – –
PG
16
Patten Group
Tennessee
$224K +$214K +1,979 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$213K -$145K -1,343 -42%
WWM
18
WJ Wealth Management
Arizona
$213K +$203K +1,880 New
SIC
19
Salem Investment Counselors
North Carolina
$204K +$11.2K +104 +6%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
Citigroup
21
Citigroup
New York
$91K – – –
Morgan Stanley
22
Morgan Stanley
New York
$26K -$5.61K -52 -19%
AP
23
Advisors Preferred
Maryland
$16K +$15K +139 New
IFWM
24
Institute for Wealth Management
Colorado
$12K +$11.3K +105 New
TF
25
TimeScale Financial
Massachusetts
$10K – – –
1
2

XITK Hedge Fund Activity: Q4 2019 in Review

27 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q4 2019, worth a combined $17.7M — up 3.3% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XITK positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Patten Group, opening a new position worth an estimated $214K. The largest seller was Jane Street, cutting an estimated $1.33M.

  • 27 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q4 2019, up from 23 in Q3 2019.
  • Funds reported $17.7M of State Street SPDR FactSet Innovative Technology ETF stock for Q4 2019, up 3.3% quarter-over-quarter.
  • 5 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q4 2019 was Patten Group, an estimated $214K added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q4 2019 was Jane Street, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2019.