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State Street SPDR S&P Retail ETF

94 hedge funds and large institutions have $1.24B invested in State Street SPDR S&P Retail ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33.87% more ownership

Funds ownership: 187.83%221.69% (+34%)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 9294 (+2)

2% more capital invested

Capital invested by funds: $1.22B → $1.24B (+$23.2M)

34% less call options, than puts

Call options by funds: $441M | Put options by funds: $666M

46% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 37

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
20
Reduced
37
Closed
17
Calls
$441M
Puts
$666M
Net Calls
-$224M
Net Calls Change
+$333M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$209M -$45.6M -1,062,318 -18%
Goldman Sachs
2
Goldman Sachs
New York
$149M +$16.4M +381,922 +12%
Morgan Stanley
3
Morgan Stanley
New York
$134M +$51.7M +1,203,258 +61%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$131M -$3.13M -72,830 -2%
UBS Group
5
UBS Group
Switzerland
$107M -$14.5M -337,141 -12%
SG Americas Securities
6
SG Americas Securities
New York
$73.7M +$29M +675,572 +63%
SG
7
Societe Generale
$73.7M +$75.5M +1,756,427 New
Wells Fargo
8
Wells Fargo
California
$66.1M -$2.47M -57,429 -4%
JP Morgan Chase
9
JP Morgan Chase
New York
$65.9M +$66.7M +1,551,761 +8,722%
Bank of America
10
Bank of America
North Carolina
$33.7M -$24.8M -576,383 -42%
JGC
11
J. Goldman & Co
New York
$30.5M +$28.3M +657,800 +940%
TH
12
Timber Hill
Connecticut
$27.4M +$23.6M +548,879 +523%
AllianceBernstein
13
AllianceBernstein
Tennessee
$23M -$533K -12,400 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.4M +$8.31M +193,469 +111%
JG
15
Jefferies Group
New York
$9.81M +$10M +233,765 New
N
16
Natixis
France
$8.39M +$8.59M +200,000 New
Squarepoint
17
Squarepoint
New York
$7.52M +$7.2M +167,715 +1,463%
BPC
18
Banque Pictet & Cie
Switzerland
$6.83M -$1.12M -25,980 -14%
UCFA
19
United Capital Financial Advisors
Texas
$6.54M -$35.8K -833 -0.5%
Nomura Holdings
20
Nomura Holdings
Japan
$5.62M -$319K -7,427 -5%
WAM
21
Wolverine Asset Management
Illinois
$4.77M +$4.88M +113,601 New
Citadel Advisors
22
Citadel Advisors
Florida
$4.16M +$4.26M +99,233 New
TFA
23
Toth Financial Advisory
Virginia
$3.84M -$479K -11,159 -11%
NTC
24
NF Trinity Capital
Hong Kong
$2.58M
MC
25
Martin & Co
Tennessee
$2.45M -$114K -2,655 -4%

XRT Hedge Fund Activity: Q2 2016 in Review

94 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q2 2016, worth a combined $1.24B — up 1.9% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XRT positions and 17 closed out — a net gain of 2 holders — while 20 added to existing stakes and 37 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $66.7M. The largest seller was Citigroup, cutting an estimated $45.6M.

  • 94 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q2 2016, up from 92 in Q1 2016.
  • Funds reported $1.24B of State Street SPDR S&P Retail ETF stock for Q2 2016, up 1.9% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Retail ETF positions in Q2 2016 and 17 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q2 2016 was JP Morgan Chase, an estimated $66.7M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q2 2016 was Citigroup, an estimated $45.6M sold.

Based on aggregated 13F filings for Q2 2016.