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State Street SPDR S&P Retail ETF

112 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P Retail ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 116112 (-4)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

33% less capital invested

Capital invested by funds: $3.49B → $2.34B (-$1.15B)

65% less call options, than puts

Call options by funds: $88.6M | Put options by funds: $251M

276.56% less ownership

Funds ownership: 508.56%232% (-277%)

Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
22
Increased
31
Reduced
40
Closed
25
Calls
$88.6M
Puts
$251M
Net Calls
-$163M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
Leonetti & Associates
Illinois
$8.09M -$143K -3,000 -2%
SPL
27
Smart Portfolios LLC
Washington
$7.03M +$7.55M +158,287 New
UCFA
28
United Capital Financial Advisors
Texas
$6.69M -$46.7K -979 -0.6%
JCP
29
Jabre Capital Partners
Switzerland
$5.11M +$5.49M +115,000 New
TFA
30
Toth Financial Advisory
Virginia
$4.62M -$29.3K -615 -0.6%
WB
31
WesBanco Bank
West Virginia
$4.55M -$954K -20,000 -16%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.62M -$833K -17,454 -18%
AIC
33
Ayalon Insurance Company
Israel
$3.43M
AHC
34
Anderson Hoagland & Co
Missouri
$3.06M +$158K +3,310 +5%
Citadel Advisors
35
Citadel Advisors
Florida
$2.98M -$1.34M -28,001 -29%
AIS
36
AlphaOne Investment Services
Pennsylvania
$2.9M +$3.12M +65,400 New
NEIRG
37
New England Investment & Retirement Group
Massachusetts
$2.77M +$8.06K +169 +0.3%
FMLI
38
Fukoku Mutual Life Insurance
Japan
$2.7M -$6.15M -129,000 -68%
UR
39
USCA RIA
Texas
$2.66M +$930K +19,502 +48%
AWP
40
Ascent Wealth Partners
New York
$2.56M +$17.6K +370 +0.6%
NCA
41
New Century Advisors
Maryland
$2.41M -$1.91M -40,000 -42%
Capital Fund Management (CFM)
42
Capital Fund Management (CFM)
France
$2.37M -$2.19M -45,924 -46%
HR
43
Howe & Rusling
New York
$2.28M +$4.58K +96 +0.2%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$2.22M +$2M +42,000 +525%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$1.92M +$25K +525 +1%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.91M -$15.6M -327,304 -88%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.77M -$975K -20,434 -34%
Simplex Trading
48
Simplex Trading
Illinois
$1.51M +$1.63M +34,103 New
Parallax Volatility Advisers
49
Parallax Volatility Advisers
California
$1.26M -$4.59M -96,174 -77%
Ameriprise
50
Ameriprise
Minnesota
$1.06M +$640K +13,424 +128%

XRT Hedge Fund Activity: Q3 2015 in Review

112 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q3 2015, worth a combined $2.34B — down 33% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of XRT and 22 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 31 added.

The largest buyer was UBS Group, adding an estimated $83.1M. The largest seller was Morgan Stanley, cutting an estimated $291M.

  • 112 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q3 2015, down from 116 in Q2 2015.
  • Funds reported $2.34B of State Street SPDR S&P Retail ETF stock for Q3 2015, down 33% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P Retail ETF positions in Q3 2015 and 25 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q3 2015 was UBS Group, an estimated $83.1M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q3 2015 was Morgan Stanley, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2015.