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State Street SPDR S&P Retail ETF

107 hedge funds and large institutions have $1.76B invested in State Street SPDR S&P Retail ETF in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

58% more capital invested

Capital invested by funds: $1.12B → $1.76B (+$645M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36.47% more ownership

Funds ownership: 275.25%311.72% (+36%)

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

13% more funds holding

Funds holding: 95107 (+12)

77% less call options, than puts

Call options by funds: $154M | Put options by funds: $669M

Holders
107
Holders Change
+12
Holders Change %
+12.63%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
31
Reduced
26
Closed
17
Calls
$154M
Puts
$669M
Net Calls
-$515M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$6K
SFG
102
SevenBridge Financial Group
Pennsylvania
$5K
CF
103
Centaurus Financial
California
$4K +$3.73K +80 New
GRP
104
Global Retirement Partners
California
$2K -$1.87K -40 -44%
HFM
105
Hartford Financial Management
Connecticut
$2K
AF
106
Allworth Financial
California
$1K
SFPIA
107
Stevens First Principles Investment Advisors
California
$1K
LCM
108
Landscape Capital Management
New Jersey
-$25.3M -570,000 Closed
ECP
109
Empyrean Capital Partners
California
-$15.8M -356,000 Closed
Two Sigma Investments
110
Two Sigma Investments
New York
-$16.1M -344,463 Closed
CC
111
Carlson Capital
Texas
-$13.6M -308,000 Closed
FG
112
Formula Growth
Quebec, Canada
-$6.87M -155,000 Closed
Wellington Management Group
113
Wellington Management Group
Massachusetts
-$4.09M -92,400 Closed
Two Sigma Advisers
114
Two Sigma Advisers
New York
-$3.43M -77,500 Closed
PP
115
PDT Partners
New York
-$3.24M -73,200 Closed
Q
116
QVR
California
-$2.63M -59,364 Closed
ACS
117
Archford Capital Strategies
Illinois
-$916K -20,281 Closed
IFWM
118
Institute for Wealth Management
Colorado
-$470K -10,256 Closed
LCS
119
Levin Capital Strategies
New York
-$310K -7,000 Closed
UCFA
120
United Capital Financial Advisors
Texas
-$221K -4,982 Closed
HSBC Holdings
121
HSBC Holdings
United Kingdom
-$219K -4,940 Closed
SWP
122
Stratos Wealth Partners
Ohio
-$38K -851 Closed
HR
123
Howe & Rusling
New York
-$5K -120 Closed
SEI Investments
124
SEI Investments
Pennsylvania
-$4K -79 Closed

XRT Hedge Fund Activity: Q2 2018 in Review

107 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q2 2018, worth a combined $1.76B — up 58% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XRT positions and 17 closed out — a net gain of 14 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $325M. The largest seller was Deutsche Bank, cutting an estimated $89.8M.

  • 107 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q2 2018, up from 95 in Q1 2018.
  • Funds reported $1.76B of State Street SPDR S&P Retail ETF stock for Q2 2018, up 58% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P Retail ETF positions in Q2 2018 and 17 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q2 2018 was Morgan Stanley, an estimated $325M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q2 2018 was Deutsche Bank, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2018.