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State Street Real Estate Select Sector SPDR ETF
XLRE

399 hedge funds and large institutions have $1.78B invested in State Street Real Estate Select Sector SPDR ETF in 2016 Q3 according to their latest regulatory filings, with 388 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

38,700% more first-time investments, than exits

New positions opened: 388 | Existing positions closed: 1

27,089% more capital invested

Capital invested by funds: $6.53M → $1.78B (+$1.77B)

3,225% more funds holding

Funds holding: 12 → 399 (+387)

6.48% more ownership

Funds ownership: 48.62% → 55.1% (+6.5%)

42% less call options, than puts

Call options by funds: $69.3M | Put options by funds: $119M

Holders
399
Holders Change
+387
Holders Change %
+3,225%
% of All Funds
10.65%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.16%
New
388
Increased
11
Reduced
–
Closed
1
Calls
$69.3M
Puts
$119M
Net Calls
-$49.5M
Net Calls Change
-$49.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$607M
2
Wells Fargo
Wells Fargo
California
+$163M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
4
Goldman Sachs
Goldman Sachs
New York
+$88.7M
5
Morgan Stanley
Morgan Stanley
New York
+$87.8M

Top Sellers

1
Simplex Trading
Simplex Trading
Illinois
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
101
Rothschild Capital Partners
New York
$1.19M +$1.22M +36,442 New
FAAS
102
First Allied Advisory Services
California
$1.15M +$1.18M +35,090 New
MFS
103
MSI Financial Services
Massachusetts
$1.12M +$1.15M +34,137 New
BG
104
BlackRock Group
United Kingdom
$1.07M +$1.1M +32,716 New
TFA
105
Toth Financial Advisory
Virginia
$1.07M +$1.09M +32,596 New
SAM
106
Sandell Asset Management
New York
$1.06M +$1.09M +32,469 New
PWAP
107
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.04M +$1.06M +31,662 New
PFA
108
Paradigm Financial Advisors
Missouri
$1.03M +$1.05M +31,431 New
VF
109
Virtu Financial
New York
$1.02M +$1.05M +31,258 New
EC
110
Estate Counselors
Wisconsin
$1.02M +$1.04M +31,017 New
PG
111
Proffitt & Goodson
Tennessee
$1.01M +$1.04M +30,891 New
BPCE
112
Bank Pictet & Cie (Europe)
Germany
$987K +$1.01M +30,118 New
HCMNY
113
Howard Capital Management (New York)
New York
$976K +$999K +29,783 New
CAN
114
Cetera Advisor Networks
California
$964K +$987K +29,428 New
AC
115
AFAM Capital
Texas
$953K +$976K +29,090 New
SFSG
116
Stearns Financial Services Group
North Carolina
$944K +$966K +28,795 New
FANJ
117
Financial Architects (New Jersey)
New Jersey
$942K +$965K +28,767 New
MA
118
MCF Advisors
Kentucky
$926K +$948K +28,244 New
SB
119
Suntrust Banks
Georgia
$905K +$928K +27,669 New
MC
120
Martin & Co
Tennessee
$867K +$888K +26,454 New
IA
121
IFP Advisors
Florida
$839K +$735K +21,897 +591%
HJA
122
Hugh Johnson Advisors
New York
$822K +$842K +25,090 New
FWM
123
Focused Wealth Management
New York
$798K +$817K +24,360 New
LFM
124
Lumina Fund Management
New York
$782K +$801K +23,863 New
TW
125
Transform Wealth
Colorado
$779K +$798K +23,787 New
3 4
5
6 7

XLRE Hedge Fund Activity: Q3 2016 in Review

399 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q3 2016, worth a combined $1.78B — up 27,089% from $6.53M a quarter earlier.

Buyers outnumbered sellers: 388 funds opened new XLRE positions and 1 closed out — a net gain of 387 holders — while 11 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, adding an estimated $607M. The largest seller was Simplex Trading, exiting entirely with an estimated $3K sold.

  • 399 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q3 2016, up from 12 in Q2 2016.
  • Funds reported $1.78B of State Street Real Estate Select Sector SPDR ETF stock for Q3 2016, up 27,089% quarter-over-quarter.
  • 388 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q3 2016 and 1 closed out, a net change of +387 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q3 2016 was Bank of America, an estimated $607M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q3 2016 was Simplex Trading, an estimated $3K sold.

Based on aggregated 13F filings for Q3 2016.