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State Street Consumer Staples Select Sector SPDR ETF

485 hedge funds and large institutions have $8.87B invested in State Street Consumer Staples Select Sector SPDR ETF in 2016 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 174 increasing their positions, 161 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 41

22% more capital invested

Capital invested by funds: $7.26B → $8.87B (+$1.61B)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

8% more funds holding

Funds holding: 451485 (+34)

1.03% more ownership

Funds ownership: 85.82%86.85% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 161

72% less call options, than puts

Call options by funds: $227M | Put options by funds: $802M

Holders
485
Holders Change
+34
Holders Change %
+7.54%
% of All Funds
12.93%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.49%
New
82
Increased
174
Reduced
161
Closed
41
Calls
$227M
Puts
$802M
Net Calls
-$575M
Net Calls Change
-$303M
Name Holding Trade Value Shares
Change
Change in
Stake
KWILP
51
Kiwi Wealth Investments Limited Partnership
New Zealand
$19.3M +$18.5M +364,491 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$18.6M +$16.3M +321,403 +1,088%
AssetMark Inc
53
AssetMark Inc
California
$17.8M +$14.4M +282,659 +531%
AWA
54
ARS Wealth Advisors
Florida
$17.7M +$57.2K +1,126 +0.3%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$17.6M -$323K -6,353 -2%
TA
56
Tiedemann Advisors
New York
$17.6M -$8.55M -168,336 -34%
Two Sigma Investments
57
Two Sigma Investments
New York
$17M +$16.3M +320,580 New
P
58
PhaseCapital
New York
$15.9M -$5.66M -111,440 -27%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$15.1M +$5.62M +110,584 +63%
MIFH
60
Migdal Insurance & Financial Holdings
Israel
$15M -$9.19M -181,000 -39%
AA
61
ALPS Advisors
Colorado
$15M -$990K -19,494 -6%
MPM
62
Meritage Portfolio Management
Kansas
$15M +$6.97M +137,180 +94%
ACM
63
Aviance Capital Management
Florida
$15M -$1.34M -26,470 -9%
Lido Advisors
64
Lido Advisors
California
$14.4M +$13.7M +270,672 New
MLM
65
Mount Lucas Management
Pennsylvania
$14.3M -$5.36M -105,471 -28%
BCM
66
Brookstone Capital Management
Illinois
$14.1M +$12.5M +246,956 +1,251%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$14.1M +$2.91M +57,372 +28%
AII
68
AGF Investments Inc
Ontario, Canada
$14M -$9.9M -194,811 -42%
HCM
69
Hollencrest Capital Management
California
$13.6M +$13.1M +257,033 New
WI
70
Wafra Inc
New York
$13.6M
AWE
71
Avidian Wealth Enterprises
Texas
$13.6M -$927K -18,255 -7%
FIG
72
FundX Investment Group
California
$13.5M +$13M +255,360 New
ONB
73
Old National Bancorp
Indiana
$13.3M +$1.03M +20,230 +9%
AIG
74
American International Group
New York
$13.2M +$537K +10,578 +4%
FBFS
75
First Business Financial Services
Wisconsin
$13.1M +$12.6M +247,817 New