State Street Communication Services Select Sector SPDR ETF
161 hedge funds and large institutions have $1.53B invested in State Street Communication Services Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.
6,950% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 2
1,343% more capital invested
Capital invested by funds: $106M → $1.53B (+$1.42B)
632% more funds holding
Funds holding: 22 → 161 (+139)
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
29.13% more ownership
Funds ownership: 71.32% → 100.45% (+29%)
5% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $23.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$363M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$196M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$76.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$67.6M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$55.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$14M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$6.34M |
| 3 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$4.52M |
| 4 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$4.36M |
| 5 |
CAM
Cypress Asset Management
Houston,
Texas
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWA
151
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $9K | +$9.19K | +186 | New |
|
|
LGWM
152
Litman Gregory Wealth Management
Larkspur,
California
| $9K | +$9.44K | +191 | New |
|
|
BCA
153
Bray Capital Advisors
Naples,
Florida
| $7K | +$6.92K | +140 | New |
|
154
William Blair & Company
Chicago,
Illinois
| $5K | – | – | – |
|
|
APP
155
Avantax Planning Partners
Dubuque,
Iowa
| $4K | +$4.4K | +89 | New |
|
156
US Bancorp
Minneapolis,
Minnesota
| $3K | +$2.92K | +59 | New |
|
|
ASN
157
Advisory Services Network
Atlanta,
Georgia
| $2K | -$1.14K | -23 | -34% |
|
|
SPIA
158
Steward Partners Investment Advisory
New York
| $2K | +$1.73K | +35 | New |
|
|
WAM
159
Watermark Asset Management
San Ramon,
California
| $1K | +$1.19K | +24 | New |
|
|
CF
160
Centaurus Financial
Anaheim,
California
| $773 | +$790 | +16 | New |
|
|
VWM
161
Venturi Wealth Management
Austin,
Texas
| – | -$6.34M | -127,608 | Closed |
|
|
PIM
162
Parker Investment Management
Menlo Park,
California
| – | -$4.52M | -91,178 | Closed |
|
|
VNA
163
Valley National Advisers
Bethlehem,
Pennsylvania
| – | +$988 | +20 | New |
|
XLC Hedge Fund Activity: Q3 2018 in Review
161 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Communication Services Select Sector SPDR ETF (XLC) for Q3 2018, worth a combined $1.53B — up 1,343% from $106M a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new XLC positions and 2 closed out — a net gain of 139 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Swan Global Investments, opening a new position worth an estimated $363M. The largest seller was Beaumont Financial Advisors, cutting an estimated $14M.
- 161 institutional investors held State Street Communication Services Select Sector SPDR ETF (XLC) as of Q3 2018, up from 22 in Q2 2018.
- Funds reported $1.53B of State Street Communication Services Select Sector SPDR ETF stock for Q3 2018, up 1,343% quarter-over-quarter.
- 141 funds opened new State Street Communication Services Select Sector SPDR ETF positions in Q3 2018 and 2 closed out, a net change of +139 holders.
- The largest State Street Communication Services Select Sector SPDR ETF buyer in Q3 2018 was Swan Global Investments, an estimated $363M added.
- The largest State Street Communication Services Select Sector SPDR ETF seller in Q3 2018 was Beaumont Financial Advisors, an estimated $14M sold.
Based on aggregated 13F filings for Q3 2018.