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State Street SPDR FactSet Innovative Technology ETF
XITK

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: 46 → 69 (+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: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
PS
Portfolio Strategies
New York
+$13.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.48M
3
FTUS
Flow Traders U.S.
New York
+$2.89M
4
SL
Systelligence LLC
Minnesota
+$2.89M
5
LPL Financial
LPL Financial
California
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
VAG
VisionPoint Advisory Group
Texas
-$4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$646K
3
Osaic Holdings
Osaic Holdings
Arizona
-$395K
4
WWM
WJ Wealth Management
Arizona
-$105K
5
BWA
BDO Wealth Advisors
Florida
-$82.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$30.7M +$2.53M +13,233 +10%
Bank of America
2
Bank of America
North Carolina
$23.3M +$444K +2,321 +2%
RW
3
RVW Wealth
California
$16M -$26K -136 -0.2%
PS
4
Portfolio Strategies
New York
$15.5M +$13.8M +71,951 New
RCS
5
Retirement Capital Strategies
California
$13.2M +$185K +966 +2%
GLA
6
Good Life Advisors
Pennsylvania
$7.34M +$145K +761 +2%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$4.72M – – –
CCP
8
Cardan Capital Partners
Colorado
$4.7M +$201K +1,052 +5%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4M +$3.48M +18,197 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.31M -$395K -2,064 -12%
SL
11
Systelligence LLC
Minnesota
$3.25M +$2.89M +15,119 New
FTUS
12
Flow Traders U.S.
New York
$3.25M +$2.89M +15,120 New
UBS Group
13
UBS Group
Switzerland
$3.03M +$339K +1,771 +14%
RJA
14
Raymond James & Associates
Florida
$2.78M -$19.9K -104 -0.8%
KL
15
KWMG LLC
Kansas
$2.34M +$2.08M +10,885 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.19M -$646K -3,379 -25%
Ameriprise
17
Ameriprise
Minnesota
$1.97M +$1.74M +9,121 New
PAG
18
Private Advisory Group
Washington
$1.94M +$1.47M +7,673 +569%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.77M +$263K +1,378 +20%
Citadel Advisors
20
Citadel Advisors
Florida
$1.63M +$58.3K +305 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.42M +$166K +869 +15%
AI
22
Atria Investments
North Carolina
$1.39M +$1.23M +6,451 New
WS
23
Wedbush Securities
California
$1.36M +$355K +1,855 +42%
MWM
24
Meridian Wealth Management
Kentucky
$1.15M +$109K +570 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.14M +$169K +886 +20%
1
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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.