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State Street SPDR S&P Retail ETF

86 hedge funds and large institutions have $1.09B invested in State Street SPDR S&P Retail ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11.32% more ownership

Funds ownership: 396.7%408.01% (+11%)

16% less funds holding

Funds holding: 10286 (-16)

21% less capital invested

Capital invested by funds: $1.38B → $1.09B (-$295M)

29% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 34

50% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 28

63% less call options, than puts

Call options by funds: $159M | Put options by funds: $426M

Holders
86
Holders Change
-16
Holders Change %
-15.69%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
24
Reduced
34
Closed
28
Calls
$159M
Puts
$426M
Net Calls
-$267M
Net Calls Change
-$270M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.86M +$1.27M +29,227 +47%
TFA
27
Toth Financial Advisory
Virginia
$3.69M -$260K -5,995 -6%
Q
28
QVR
California
$3.27M +$189K +4,354 +6%
PAG
29
Private Advisory Group
Washington
$2.97M +$2.8M +64,404 +1,111%
Squarepoint
30
Squarepoint
New York
$2.87M +$1.41M +32,395 +92%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.4M -$42.3K -973 -2%
TRAM
32
Tuscan Ridge Asset Management
Illinois
$2.37M +$1.95M +45,000 +409%
CS
33
Credit Suisse
Switzerland
$2.36M -$16.6M -382,132 -87%
MC
34
Martin & Co
Tennessee
$2.26M -$44.7K -1,030 -2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$2.08M +$2.14M +49,200 New
RJA
36
Raymond James & Associates
Florida
$1.98M -$31K -715 -2%
Verition Fund Management
37
Verition Fund Management
Connecticut
$1.5M +$1.54M +35,409 New
GLLW
38
Graves Light Lenhart Wealth
Virginia
$1.42M +$24.1K +556 +2%
AWCI
39
Alpine Woods Capital Investors
New York
$1.19M
Twin Tree Management
40
Twin Tree Management
Texas
$1.09M -$11.6K -267 -1%
HF
41
HRT Financial
New York
$996K -$417K -9,599 -29%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$945K -$8.39M -193,219 -90%
Millennium Management
43
Millennium Management
New York
$942K -$2.61M -60,097 -73%
Ameriprise
44
Ameriprise
Minnesota
$786K -$232K -5,350 -22%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$615K +$162K +3,739 +35%
Two Sigma Investments
46
Two Sigma Investments
New York
$458K -$2.98M -68,603 -86%
BCP
47
Blackhawk Capital Partners
Wisconsin
$424K -$296K -6,809 -40%
PVH
48
Psagot Value Holdings
Israel
$411K +$228K +5,252 +118%
Walleye Trading
49
Walleye Trading
New York
$405K +$415K +9,547 New
TSS
50
Two Sigma Securities
New York
$378K +$164K +3,783 +74%

XRT Hedge Fund Activity: Q2 2019 in Review

86 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q2 2019, worth a combined $1.09B — down 21% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of XRT and 14 opened new positions — a net loss of 14 holders — while 34 trimmed existing stakes and 24 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $66.7M. The largest seller was Morgan Stanley, cutting an estimated $87.9M.

  • 86 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q2 2019, down from 102 in Q1 2019.
  • Funds reported $1.09B of State Street SPDR S&P Retail ETF stock for Q2 2019, down 21% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Retail ETF positions in Q2 2019 and 28 closed out, a net change of -14 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q2 2019 was BNP Paribas Financial Markets, an estimated $66.7M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q2 2019 was Morgan Stanley, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2019.