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State Street SPDR S&P Retail ETF

102 hedge funds and large institutions have $1.38B invested in State Street SPDR S&P Retail ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

96.09% more ownership

Funds ownership: 300.61%396.7% (+96%)

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$108M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% more funds holding

Funds holding: 101102 (+1)

1% more call options, than puts

Call options by funds: $304M | Put options by funds: $301M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

41% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 37

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
22
Reduced
37
Closed
26
Calls
$304M
Puts
$301M
Net Calls
+$2.69M
Net Calls Change
+$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$358M +$84.6M +1,902,728 +31%
Barclays
2
Barclays
United Kingdom
$170M +$102M +2,300,559 +156%
Goldman Sachs
3
Goldman Sachs
New York
$154M -$92.6M -2,084,812 -38%
Bank of America
4
Bank of America
North Carolina
$90.7M -$8.19M -184,400 -8%
Citigroup
5
Citigroup
New York
$88.5M -$55.2M -1,241,065 -39%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$78.7M +$77.8M +1,750,000 New
UBS Group
7
UBS Group
Switzerland
$72M +$52.4M +1,178,980 +280%
JP Morgan Chase
8
JP Morgan Chase
New York
$65.2M -$16.3M -366,995 -20%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$62.2M -$121M -2,720,999 -66%
SG Americas Securities
10
SG Americas Securities
New York
$49.7M +$41.5M +933,313 +544%
Deutsche Bank
11
Deutsche Bank
Germany
$38.8M -$64.7M -1,454,938 -63%
CS
12
Credit Suisse
Switzerland
$19.7M +$17.9M +403,449 +1,177%
TH
13
Timber Hill
Connecticut
$15.8M +$4.49M +101,000 +41%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$11.2M +$58.1K +1,307 +0.5%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$10.4M +$10.3M +230,800 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.83M +$6.47M +145,628 +200%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.71M +$4.78M +107,518 +100%
Wells Fargo
18
Wells Fargo
California
$4.93M -$650K -14,634 -12%
AllianceBernstein
19
AllianceBernstein
Tennessee
$4.65M +$1.2M +27,050 +35%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.4M +$4.35M +97,820 New
TFA
21
Toth Financial Advisory
Virginia
$4.19M -$68.8K -1,549 -2%
Millennium Management
22
Millennium Management
New York
$3.71M +$3.35M +75,406 +1,088%
Two Sigma Investments
23
Two Sigma Investments
New York
$3.57M +$3.53M +79,405 New
Q
24
QVR
California
$3.27M +$3.23M +72,751 New
TEE
25
Tibra Equities Europe
United Kingdom
$3.15M +$3.11M +69,931 New

XRT Hedge Fund Activity: Q1 2019 in Review

102 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q1 2019, worth a combined $1.38B — up 8.5% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XRT positions and 26 closed out — a net gain of 1 holder — while 22 added to existing stakes and 37 trimmed.

The largest buyer was Barclays, adding an estimated $102M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $121M.

  • 102 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $1.38B of State Street SPDR S&P Retail ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P Retail ETF positions in Q1 2019 and 26 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Retail ETF buyer in Q1 2019 was Barclays, an estimated $102M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q1 2019 was BNP Paribas Financial Markets, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.