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State Street SPDR S&P Retail ETF

116 hedge funds and large institutions have $2.02B invested in State Street SPDR S&P Retail ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more capital invested

Capital invested by funds: $1.95B → $2.02B (+$65.4M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

2% less funds holding

Funds holding: 118116 (-2)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

21.5% less ownership

Funds ownership: 469.92%448.41% (-22%)

43% less call options, than puts

Call options by funds: $220M | Put options by funds: $386M

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
30
Reduced
38
Closed
24
Calls
$220M
Puts
$386M
Net Calls
-$166M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$418M +$92M +1,500,000 +30%
Goldman Sachs
2
Goldman Sachs
New York
$372M +$38.4M +626,404 +12%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$137M -$55.1M -897,437 -29%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$132M +$71.7M +1,168,961 +129%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$112M
Bank of America
6
Bank of America
North Carolina
$84.3M -$4.36M -70,989 -5%
Barclays
7
Barclays
United Kingdom
$69.3M +$20.1M +327,346 +43%
Fisher Asset Management
8
Fisher Asset Management
Washington
$68.2M +$4.89M +79,752 +8%
MSU
9
Mizuho Securities USA
New York
$66.9M +$64.4M +1,050,000 New
Morgan Stanley
10
Morgan Stanley
New York
$58.7M -$45.6M -742,545 -45%
UBS Group
11
UBS Group
Switzerland
$57.8M -$32.5M -530,175 -37%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$57.3M
State of Wisconsin Investment Board
13
State of Wisconsin Investment Board
Wisconsin
$57.3M -$1.08M -17,600 -2%
Citigroup
14
Citigroup
New York
$56.5M -$19M -309,097 -26%
Jane Street
15
Jane Street
New York
$27.2M +$24.3M +395,840 +1,291%
Walleye Capital
16
Walleye Capital
New York
$24.5M -$9.86M -160,636 -29%
Wells Fargo
17
Wells Fargo
California
$23.7M -$1.04M -17,001 -4%
Twin Tree Management
18
Twin Tree Management
Texas
$22M +$21.2M +345,806 New
HF
19
HRT Financial
New York
$17.5M +$16.8M +274,192 New
QIM
20
Quantitative Investment Management
Virginia
$15.4M +$14.8M +241,505 New
CM
21
Castleark Management
Illinois
$14.1M +$5.21M +84,920 +62%
Two Sigma Investments
22
Two Sigma Investments
New York
$9.89M +$7.46M +121,550 +362%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.46M +$5.44M +88,635 +201%
LIP
24
Lighthouse Investment Partners
Florida
$7.65M +$3.07M +50,000 +71%
Citadel Advisors
25
Citadel Advisors
Florida
$6.82M +$6.57M +107,032 New

XRT Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q2 2023, worth a combined $2.02B — up 3.4% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of XRT and 23 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 30 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $92M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $95.1M sold.

  • 116 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $2.02B of State Street SPDR S&P Retail ETF stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 23 funds opened new State Street SPDR S&P Retail ETF positions in Q2 2023 and 24 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Retail ETF buyer in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $92M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q2 2023 was Bank of Nova Scotia, an estimated $95.1M sold.

Based on aggregated 13F filings for Q2 2023.