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State Street SPDR FactSet Innovative Technology ETF
XITK

24 hedge funds and large institutions have $13.9M invested in State Street SPDR FactSet Innovative Technology ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.72% less ownership

Funds ownership: 25.21% → 20.49% (-4.7%)

11% less funds holding

Funds holding: 27 → 24 (-3)

21% less capital invested

Capital invested by funds: $17.7M → $13.9M (-$3.74M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.43M
2
PP
Prudential plc
United Kingdom
+$398K
3
GWM
Geneos Wealth Management
Colorado
+$343K
4
Citadel Advisors
Citadel Advisors
Florida
+$309K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$152K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.46M
2
CCP
Cardan Capital Partners
Colorado
-$991K
3
TRCT
Tower Research Capital (TRC)
New York
-$578K
4
Jane Street
Jane Street
New York
-$380K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.73M – – –
LPL Financial
2
LPL Financial
California
$2.19M +$1.43M +12,553 +131%
CCP
3
Cardan Capital Partners
Colorado
$1.5M -$991K -8,723 -37%
RJA
4
Raymond James & Associates
Florida
$1.3M -$2.46M -21,658 -62%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.14M -$118K -1,035 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$844K -$68.2K -600 -7%
Citadel Advisors
7
Citadel Advisors
Florida
$843K +$309K +2,720 +47%
Bank of America
8
Bank of America
North Carolina
$542K -$228K -2,004 -27%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$402K -$190K -1,671 -29%
UBS Group
10
UBS Group
Switzerland
$382K +$128K +1,125 +41%
PP
11
Prudential plc
United Kingdom
$346K +$398K +3,500 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$319K +$152K +1,341 +71%
WS
13
Wedbush Securities
California
$317K -$5.68K -50 -2%
GWM
14
Geneos Wealth Management
Colorado
$297K +$343K +3,015 New
BWA
15
BDO Wealth Advisors
Florida
$289K – – –
SIC
16
Salem Investment Counselors
North Carolina
$186K +$9.2K +81 +4%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$84K +$95.8K +843 New
Citigroup
19
Citigroup
New York
$79K – – –
IRC
20
Investors Research Corp
Georgia
$9K +$9.77K +86 New
TF
21
TimeScale Financial
Massachusetts
$8K – – –
GFPC
22
Global Financial Private Client
Florida
$4.72K – – –
WEC
23
Winslow Evans & Crocker
Massachusetts
$4K – – –
AP
24
Advisors Preferred
Maryland
$2K -$13.2K -116 -83%
Morgan Stanley
25
Morgan Stanley
New York
$1K -$24.9K -219 -96%
1
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XITK Hedge Fund Activity: Q1 2020 in Review

24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q1 2020, worth a combined $13.9M — down 21% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XITK and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was LPL Financial, adding an estimated $1.43M. The largest seller was Raymond James & Associates, cutting an estimated $2.46M.

  • 24 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q1 2020, down from 27 in Q4 2019.
  • Funds reported $13.9M of State Street SPDR FactSet Innovative Technology ETF stock for Q1 2020, down 21% quarter-over-quarter.
  • 4 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q1 2020 was LPL Financial, an estimated $1.43M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q1 2020 was Raymond James & Associates, an estimated $2.46M sold.

Based on aggregated 13F filings for Q1 2020.