State Street SPDR S&P Metals & Mining ETF
133 hedge funds and large institutions have $813M invested in State Street SPDR S&P Metals & Mining ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 29 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
13% more capital invested
Capital invested by funds: $716M → $813M (+$96.6M)
4.21% more ownership
Funds ownership: 84.25% → 88.46% (+4.2%)
3% more funds holding
Funds holding: 129 → 133 (+4)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less call options, than puts
Call options by funds: $85.3M | Put options by funds: $120M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$61.2M |
| 2 |
Citigroup
New York
|
+$53.5M |
| 3 |
Morgan Stanley
New York
|
+$52.9M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$49.2M |
| 5 |
JP Morgan Chase
New York
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$86.6M |
| 2 |
SG Americas Securities
New York
|
-$21.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17M |
| 4 |
MLL
Moody Lynn & Lieberson
Boston,
Massachusetts
|
-$16.4M |
| 5 |
VF
Virtu Financial
New York
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
American Century Companies
Kansas City,
Missouri
| – | -$248K | -8,150 | Closed |
|
|
CA
152
Cetera Advisors
Denver,
Colorado
| – | -$205K | -6,749 | Closed |
|
|
PP
153
PagnatoKarp Partners
Reston,
Virginia
| – | -$203K | -6,687 | Closed |
|
|
HIIFS
154
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$70K | -2,315 | Closed |
|
|
FANJ
155
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$29K | -958 | Closed |
|
|
FTUS
156
Flow Traders U.S.
New York
| – | -$3K | -100 | Closed |
|
|
SSB
157
Sandy Spring Bank
Olney,
Maryland
| – | -$2K | -70 | Closed |
|
158
AssetMark Inc
Concord,
California
| – | -$2K | -63 | Closed |
|
|
GWM
159
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -35 | Closed |
|
|
EWM
160
Endurance Wealth Management
Providence,
Rhode Island
| – | +$484 | +15 | New |
|
XME Hedge Fund Activity: Q1 2017 in Review
133 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q1 2017, worth a combined $813M — up 13% from $716M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new XME positions and 29 closed out — a net gain of 6 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $61.2M. The largest seller was Goldman Sachs, cutting an estimated $86.6M.
- 133 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q1 2017, up from 129 in Q4 2016.
- Funds reported $813M of State Street SPDR S&P Metals & Mining ETF stock for Q1 2017, up 13% quarter-over-quarter.
- 35 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q1 2017 and 29 closed out, a net change of +6 holders.
- The largest State Street SPDR S&P Metals & Mining ETF buyer in Q1 2017 was Bank of Nova Scotia, an estimated $61.2M added.
- The largest State Street SPDR S&P Metals & Mining ETF seller in Q1 2017 was Goldman Sachs, an estimated $86.6M sold.
Based on aggregated 13F filings for Q1 2017.