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State Street SPDR S&P Retail ETF

82 hedge funds and large institutions have $1.33B invested in State Street SPDR S&P Retail ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167.09% more ownership

Funds ownership: 408.01%575.11% (+167%)

22% more capital invested

Capital invested by funds: $1.09B → $1.33B (+$241M)

5% less funds holding

Funds holding: 8682 (-4)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

62% less call options, than puts

Call options by funds: $293M | Put options by funds: $780M

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
19
Reduced
26
Closed
27
Calls
$293M
Puts
$780M
Net Calls
-$487M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$173M -$76.9M -1,854,388 -31%
Goldman Sachs
2
Goldman Sachs
New York
$158M -$5.02M -121,178 -3%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$127M +$102M +2,468,826 +465%
UBS Group
4
UBS Group
Switzerland
$125M +$87.7M +2,114,420 +258%
Citigroup
5
Citigroup
New York
$115M +$5.84M +140,952 +6%
Barclays
6
Barclays
United Kingdom
$113M +$34.1M +822,997 +45%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$98.5M +$45.3M +1,092,743 +89%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$97.4M -$25.8M -622,897 -21%
Bank of America
9
Bank of America
North Carolina
$84.4M +$54.2M +1,307,744 +192%
SG Americas Securities
10
SG Americas Securities
New York
$49.6M +$38.6M +931,941 +393%
JP Morgan Chase
11
JP Morgan Chase
New York
$33M -$12.2M -294,961 -28%
TH
12
Timber Hill
Connecticut
$21.4M +$427K +10,300 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17M +$84.9K +2,047 +0.5%
CG
14
Cutler Group
California
$15.1M +$14.8M +356,605 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$10.6M +$36.8K +888 +0.4%
JGC
16
J. Goldman & Co
New York
$10M +$9.82M +236,759 New
AI
17
Atom Investors
Texas
$7.42M +$7.26M +175,000 New
Citadel Advisors
18
Citadel Advisors
Florida
$6.47M -$802K -19,349 -11%
AllianceBernstein
19
AllianceBernstein
Tennessee
$5.98M +$595K +14,347 +11%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$4.88M +$4.77M +115,000 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$4.64M +$4.54M +109,400 New
Deutsche Bank
22
Deutsche Bank
Germany
$4.24M -$6.12M -147,639 -60%
LPL Financial
23
LPL Financial
California
$3.91M +$42.1K +1,015 +1%
Squarepoint
24
Squarepoint
New York
$3.56M +$670K +16,151 +24%
Wells Fargo
25
Wells Fargo
California
$3.4M -$2.72M -65,554 -45%

XRT Hedge Fund Activity: Q3 2019 in Review

82 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q3 2019, worth a combined $1.33B — up 22% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XRT and 24 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $76.9M.

  • 82 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q3 2019, down from 86 in Q2 2019.
  • Funds reported $1.33B of State Street SPDR S&P Retail ETF stock for Q3 2019, up 22% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Retail ETF positions in Q3 2019 and 27 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Retail ETF buyer in Q3 2019 was Bank of Nova Scotia, an estimated $102M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q3 2019 was Morgan Stanley, an estimated $76.9M sold.

Based on aggregated 13F filings for Q3 2019.