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State Street SPDR S&P Retail ETF

95 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P Retail ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

131.89% more ownership

Funds ownership: 143.36%275.25% (+132%)

9% more capital invested

Capital invested by funds: $1.03B → $1.12B (+$88.2M)

12% less funds holding

Funds holding: 10895 (-13)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

73% less call options, than puts

Call options by funds: $74.2M | Put options by funds: $274M

Holders
95
Holders Change
-13
Holders Change %
-12.04%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
19
Increased
28
Reduced
35
Closed
31
Calls
$74.2M
Puts
$274M
Net Calls
-$199M
Net Calls Change
-$82.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$476K -$154K -3,361 -24%
IFWM
52
Institute for Wealth Management
Colorado
$470K -$18.6K -405 -4%
SC
53
Scotia Capital
Ontario, Canada
$452K -$774K -16,905 -62%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$446K -$452K -9,858 -49%
MCM
55
Murphy Capital Management
New Jersey
$402K -$687 -15 -0.2%
LCS
56
Levin Capital Strategies
New York
$310K +$321K +7,000 New
Stifel Financial
57
Stifel Financial
Missouri
$298K -$69.4K -1,515 -18%
OPWM
58
Oak Point Wealth Management
Michigan
$284K +$301K +6,574 New
N
59
Natixis
France
$273K -$5.31M -115,930 -95%
CA
60
Commerzbank Aktiengesellschaft
Germany
$272K -$357K -7,794 -56%
MCM
61
McMillion Capital Management
North Carolina
$266K
SIM
62
SSI Investment Management
California
$228K -$3.89K -85 -2%
UCFA
63
United Capital Financial Advisors
Texas
$221K -$37.3K -814 -14%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$219K +$226K +4,940 New
FIM
65
Freedom Investment Management
Connecticut
$210K +$217K +4,737 New
Twin Tree Management
66
Twin Tree Management
Texas
$181K -$2.03M -44,289 -92%
CT
67
CPF Texas
Texas
$179K +$185K +4,049 New
FHA
68
First Horizon Advisors
Tennessee
$169K +$16K +350 +10%
Nomura Holdings
69
Nomura Holdings
Japan
$71.4K +$3.66M +80,000 +5%
AG
70
Advisor Group
Arizona
$63K -$487K -10,639 -88%
JWA
71
JFS Wealth Advisors
Pennsylvania
$46K
IA
72
IFP Advisors
Florida
$39K
SWP
73
Stratos Wealth Partners
Ohio
$38K +$4.86K +106 +14%
ASN
74
Advisory Services Network
Georgia
$37K -$69.9K -1,525 -65%
HWP
75
Hefty Wealth Partners
Indiana
$37K +$37.9K +827 New

XRT Hedge Fund Activity: Q1 2018 in Review

95 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q1 2018, worth a combined $1.12B — up 8.6% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of XRT and 19 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 28 added.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $130M. The largest seller was Morgan Stanley, cutting an estimated $56.6M.

  • 95 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q1 2018, down from 108 in Q4 2017.
  • Funds reported $1.12B of State Street SPDR S&P Retail ETF stock for Q1 2018, up 8.6% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Retail ETF positions in Q1 2018 and 31 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q1 2018 was Deutsche Bank, an estimated $130M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q1 2018 was Morgan Stanley, an estimated $56.6M sold.

Based on aggregated 13F filings for Q1 2018.