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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
SIMM
151
Stillwater Investment Management (Minnesota)
Minnesota
$625K +$640K +19,061 New
NAM
152
NTV Asset Management
West Virginia
$605K +$620K +18,473 New
HCIA
153
Hochman Cole Investment Advisors
Illinois
$602K +$616K +18,371 New
HFM
154
Hartford Financial Management
Connecticut
$597K +$611K +18,223 New
CS
155
Credit Suisse
Switzerland
$588K +$601K +17,925 New
MML Investors Services
156
MML Investors Services
Massachusetts
$584K +$598K +17,833 New
LCM
157
Landscape Capital Management
New Jersey
$580K +$594K +17,707 New
TTWM
158
TCV Trust & Wealth Management
Virginia
$573K +$586K +17,478 New
CIM
159
Cetera Investment Management
California
$547K +$560K +16,696 New
SB
160
Simmons Bank
Arkansas
$546K +$560K +16,677 New
PSUF
161
People's United Financial
Connecticut
$541K +$554K +16,500 New
QCM
162
Quadrant Capital Management
New Jersey
$533K +$546K +16,270 New
BRWA
163
B. Riley Wealth Advisors
Florida
$523K +$535K +15,951 New
FAM
164
Foothills Asset Management
Arizona
$523K +$536K +15,966 New
CWM
165
Concert Wealth Management
California
$518K +$556K +16,577 New
MLM
166
Mount Lucas Management
Pennsylvania
$515K +$528K +15,725 New
BCM
167
Bluefin Capital Management
New York
$509K +$521K +15,523 New
Hudson Bay Capital Management
168
Hudson Bay Capital Management
Connecticut
$498K +$510K +15,206 New
MBTD
169
Mechanics Bank - Trust Department
California
$496K +$508K +15,149 New
KF
170
Krilogy Financial
Missouri
$478K +$489K +14,579 New
GLA
171
Great Lakes Advisors
Illinois
$469K +$481K +14,327 New
VC
172
Vicus Capital
Pennsylvania
$468K +$479K +14,279 New
ACM
173
Avalon Capital Management
California
$467K +$479K +14,262 New
HWP
174
Hefty Wealth Partners
Indiana
$467K +$479K +14,276 New
Creative Planning
175
Creative Planning
Kansas
$454K +$465K +13,849 New
5 6
7
8 9

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.