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State Street SPDR S&P Metals & Mining ETF

243 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P Metals & Mining ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 29

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

110% more capital invested

Capital invested by funds: $872M → $1.83B (+$955M)

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

43.23% more ownership

Funds ownership: 50.06%93.29% (+43%)

22% more funds holding

Funds holding: 200243 (+43)

23% less call options, than puts

Call options by funds: $203M | Put options by funds: $263M

Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
72
Increased
86
Reduced
55
Closed
29
Calls
$203M
Puts
$263M
Net Calls
-$59.5M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$250M +$167M +3,836,995 +195%
Goldman Sachs
2
Goldman Sachs
New York
$151M +$130M +2,999,948 +585%
Bank of America
3
Bank of America
North Carolina
$146M +$118M +2,706,103 +397%
JP Morgan Chase
4
JP Morgan Chase
New York
$135M +$129M +2,957,251 +1,641%
Bessemer Group
5
Bessemer Group
New Jersey
$123M +$65.8M +1,513,910 +112%
UBS Group
6
UBS Group
Switzerland
$99.9M +$39.4M +907,642 +64%
PPA
7
Parametric Portfolio Associates
Washington
$89.8M +$119K +2,748 +0.1%
Barclays
8
Barclays
United Kingdom
$53.8M +$33.9M +780,855 +167%
VU
9
Vanderbilt University
Tennessee
$53.6M +$109K +2,500 +0.2%
E
10
Ergoteles
New York
$46M +$46M +1,058,641 +11,506%
Wells Fargo
11
Wells Fargo
California
$43.7M +$9.81M +225,752 +29%
CI
12
Clal Insurance
Israel
$39.8M +$40.2M +923,900 New
Squarepoint
13
Squarepoint
New York
$33.6M +$21.7M +499,970 +179%
Temasek Holdings
14
Temasek Holdings
Singapore
$30.2M +$30.5M +701,950 New
CA
15
CSM Advisors
Pennsylvania
$28.3M +$28.5M +656,608 New
NRA
16
NSI Retail Advisors
Pennsylvania
$28.3M +$28.5M +656,608 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$21.6M +$19.9M +458,830 +1,062%
MIH
18
Meitav Investment House
Israel
$21.5M +$19.2M +441,971 +779%
HighTower Advisors
19
HighTower Advisors
Illinois
$21.2M +$7.56K +174 +0%
AWM
20
Affinity Wealth Management
Delaware
$21M +$698K +16,069 +3%
LPL Financial
21
LPL Financial
California
$20.6M +$2.82M +64,999 +16%
C
22
Chescapmanager
Maryland
$14.9M +$15M +345,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.3M +$748K +17,218 +6%
AIP
24
Almanack Investment Partners
Pennsylvania
$13.1M +$8.05M +185,125 +156%
Twin Tree Management
25
Twin Tree Management
Texas
$12.7M +$3.81M +87,604 +42%

XME Hedge Fund Activity: Q2 2021 in Review

243 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q2 2021, worth a combined $1.83B — up 110% from $872M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XME positions and 29 closed out — a net gain of 43 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $167M. The largest seller was Natixis, exiting entirely with an estimated $33.9M sold.

  • 243 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q2 2021, up from 200 in Q1 2021.
  • Funds reported $1.83B of State Street SPDR S&P Metals & Mining ETF stock for Q2 2021, up 110% quarter-over-quarter.
  • 72 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q2 2021 and 29 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q2 2021 was Morgan Stanley, an estimated $167M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q2 2021 was Natixis, an estimated $33.9M sold.

Based on aggregated 13F filings for Q2 2021.