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State Street SPDR S&P Retail ETF

92 hedge funds and large institutions have $1.21B invested in State Street SPDR S&P Retail ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

91.45% more ownership

Funds ownership: 329.45%420.9% (+91%)

15% more funds holding

Funds holding: 8092 (+12)

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21.1M)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

70% less call options, than puts

Call options by funds: $162M | Put options by funds: $544M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
28
Reduced
28
Closed
13
Calls
$162M
Puts
$544M
Net Calls
-$382M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Trexquant Investment
Connecticut
$4.11M +$2.1M +42,865 +108%
FA
27
FDx Advisors
Illinois
$3.58M +$3.54M +72,149 New
HighTower Advisors
28
HighTower Advisors
Illinois
$3.09M +$2.31M +47,158 +313%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$2.49M +$2.46M +50,222 New
MC
30
Martin & Co
Tennessee
$2.49M -$15.7K -320 -0.6%
IF
31
Intrua Financial
Texas
$2.48M +$2.23M +45,515 New
AWCI
32
Alpine Woods Capital Investors
New York
$2.48M -$392K -8,000 -14%
LPL Financial
33
LPL Financial
California
$2.23M +$588K +11,995 +36%
Squarepoint
34
Squarepoint
New York
$1.91M -$7.1M -144,912 -79%
JG
35
Jefferies Group
New York
$1.74M +$1.71M +35,000 New
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$1.58M +$1.56M +31,800 New
Osaic Holdings
37
Osaic Holdings
Arizona
$1.46M +$368K +7,513 +34%
Truist Financial
38
Truist Financial
North Carolina
$1.32M +$542K +11,060 +71%
RJA
39
Raymond James & Associates
Florida
$1.23M +$801K +16,350 +194%
MFS
40
Mirabella Financial Services
United Kingdom
$1.18M +$290K +5,919 +33%
JGC
41
J. Goldman & Co
New York
$1.15M +$1.14M +23,242 New
Citadel Advisors
42
Citadel Advisors
Florida
$1.06M -$727K -14,833 -41%
CS
43
Credit Suisse
Switzerland
$1.02M -$20.5M -418,965 -95%
CG
44
Cutler Group
California
$918K +$764K +15,594 +538%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$865K +$854K +17,422 +871,100%
PI
46
PEAK6 Investments
Illinois
$803K -$709K -14,469 -47%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$726K -$1.79M -36,586 -71%
TSS
48
Two Sigma Securities
New York
$702K -$11.3K -230 -2%
GLLW
49
Graves Light Lenhart Wealth
Virginia
$693K -$189K -3,858 -22%
VFA
50
Voya Financial Advisors
Connecticut
$638K +$371K +7,565 +141%

XRT Hedge Fund Activity: Q3 2020 in Review

92 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q3 2020, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new XRT positions and 13 closed out — a net gain of 13 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $20.7M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $53.6M sold.

  • 92 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $1.21B of State Street SPDR S&P Retail ETF stock for Q3 2020, up 1.8% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P Retail ETF positions in Q3 2020 and 13 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $20.7M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q3 2020 was Bank of Nova Scotia, an estimated $53.6M sold.

Based on aggregated 13F filings for Q3 2020.