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State Street SPDR FactSet Innovative Technology ETF

44 hedge funds and large institutions have $36.1M invested in State Street SPDR FactSet Innovative Technology ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more funds holding

Funds holding: 4144 (+3)

1.91% less ownership

Funds ownership: 36.77%34.86% (-1.9%)

23% less capital invested

Capital invested by funds: $46.9M → $36.1M (-$10.7M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.6M +$2.12M +18,766 +15%
GLA
2
Good Life Advisors
Pennsylvania
$5.22M +$131K +1,158 +2%
RW
3
RVW Wealth
California
$3.42M +$3.87M +34,338 New
KL
4
KWMG LLC
Kansas
$2.15M +$171K +1,514 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.11M -$164K -1,457 -12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.04M +$575K +5,102 +95%
Ameriprise
7
Ameriprise
Minnesota
$1.03M +$42.9K +380 +4%
TRCT
8
Tower Research Capital (TRC)
New York
$1.03M -$155K -1,374 -12%
Goldman Sachs
9
Goldman Sachs
New York
$687K +$778K +6,894 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$598K -$295K -2,618 -30%
GWM
11
Geneos Wealth Management
Colorado
$570K -$11.3K -100 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$541K -$196K -1,737 -24%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$436K +$494K +4,379 New
Bank of America
14
Bank of America
North Carolina
$427K -$123K -1,089 -20%
KIA
15
Kraematon Investment Advisors
Massachusetts
$395K -$189K -1,679 -30%
KAS
16
Kestra Advisory Services
Texas
$353K -$9.59K -85 -2%
Walleye Capital
17
Walleye Capital
New York
$323K +$366K +3,245 New
MSAM
18
Moloney Securities Asset Management
Missouri
$309K
UBS Group
19
UBS Group
Switzerland
$306K +$105K +935 +44%
CA
20
Cetera Advisors
Colorado
$246K -$11.3K -100 -4%
PWM
21
Perigon Wealth Management
California
$236K
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$211K -$34.3K -304 -13%
SIC
23
Salem Investment Counselors
North Carolina
$162K -$3.38K -30 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$150K -$34.6K -307 -17%
TFGT
25
TS Financial Group (TSFG)
Illinois
$120K -$4.17K -37 -3%

XITK Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q3 2022, worth a combined $36.1M — down 23% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XITK positions and 6 closed out — a net gain of 3 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was RVW Wealth, opening a new position worth an estimated $3.87M. The largest seller was Beacon Investment Advisory Services, exiting entirely with an estimated $9.79M sold.

  • 44 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q3 2022, up from 41 in Q2 2022.
  • Funds reported $36.1M of State Street SPDR FactSet Innovative Technology ETF stock for Q3 2022, down 23% quarter-over-quarter.
  • 9 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q3 2022 was RVW Wealth, an estimated $3.87M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q3 2022 was Beacon Investment Advisory Services, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2022.