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State Street SPDR FactSet Innovative Technology ETF

46 hedge funds and large institutions have $99.8M invested in State Street SPDR FactSet Innovative Technology ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

89% more capital invested

Capital invested by funds: $52.9M → $99.8M (+$47M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 4046 (+6)

3.98% more ownership

Funds ownership: 34.78%38.76% (+4%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.9M +$12.9M +80,507 +164%
Bank of America
2
Bank of America
North Carolina
$17.9M +$14.3M +89,080 +523%
RW
3
RVW Wealth
California
$12.6M +$125K +778 +1%
RCS
4
Retirement Capital Strategies
California
$10.2M +$4.92M +30,602 +103%
GLA
5
Good Life Advisors
Pennsylvania
$5.63M +$4.98M +30,974 +1,320%
VAG
6
VisionPoint Advisory Group
Texas
$4M -$137K -851 -3%
CCP
7
Cardan Capital Partners
Colorado
$3.52M -$242K -1,504 -7%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$3.39M
Osaic Holdings
9
Osaic Holdings
Arizona
$2.95M +$2.35M +14,632 +518%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.29M -$883K -5,497 -29%
RJA
11
Raymond James & Associates
Florida
$2.2M -$62K -386 -3%
UBS Group
12
UBS Group
Switzerland
$2.08M +$20.2K +126 +1%
Citadel Advisors
13
Citadel Advisors
Florida
$1.23M +$1.17M +7,278 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.16M -$39.5K -246 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$967K +$241K +1,501 +36%
WWM
16
WJ Wealth Management
Arizona
$922K -$3.97M -24,711 -82%
KAS
17
Kestra Advisory Services
Texas
$843K +$11.4K +71 New
MWM
18
Meridian Wealth Management
Kentucky
$809K +$770K +4,795 New
WS
19
Wedbush Securities
California
$753K +$186K +1,155 +35%
GWM
20
Geneos Wealth Management
Colorado
$750K +$242K +1,506 +50%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$748K +$207K +1,288 +41%
BWA
22
BDO Wealth Advisors
Florida
$490K
MSAM
23
Moloney Securities Asset Management
Missouri
$445K +$16.2K +101 +4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$332K -$8.03K -50 -2%
PG
25
Patten Group
Tennessee
$297K +$23.1K +144 +9%

XITK Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q3 2020, worth a combined $99.8M — up 89% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XITK positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $14.3M. The largest seller was WJ Wealth Management, cutting an estimated $3.97M.

  • 46 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q3 2020, up from 40 in Q2 2020.
  • Funds reported $99.8M of State Street SPDR FactSet Innovative Technology ETF stock for Q3 2020, up 89% quarter-over-quarter.
  • 12 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q3 2020 was Bank of America, an estimated $14.3M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q3 2020 was WJ Wealth Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2020.