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State Street SPDR S&P Semiconductor ETF

98 hedge funds and large institutions have $254M invested in State Street SPDR S&P Semiconductor ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

70% more call options, than puts

Call options by funds: $988K | Put options by funds: $582K

40% more capital invested

Capital invested by funds: $181M → $254M (+$72.8M)

18% more funds holding

Funds holding: 8398 (+15)

1.6% less ownership

Funds ownership: 52.57%50.97% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
98
Holders Change
+15
Holders Change %
+18.07%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
25
Reduced
28
Closed
11
Calls
$988K
Puts
$582K
Net Calls
+$406K
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$361K +$69K +680 +27%
SFPG
52
Stonebridge Financial Planning Group
Florida
$345K -$13.5K -133 -4%
PCIA
53
Prime Capital Investment Advisors
Kansas
$337K +$305K +3,012 New
AWM
54
AE Wealth Management
Kansas
$327K +$297K +2,924 New
BFA
55
Beacon Financial Advisory
Ohio
$324K +$36.3K +358 +14%
SMFS
56
Squar Milner Financial Services
California
$317K +$9.74K +96 +4%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$307K -$19.3K -190 -6%
PJB
58
Paul John Balson
California
$288K +$304 +3 +0.1%
SS
59
Simplicity Solutions
Minnesota
$286K +$259K +2,552 New
MCM
60
Murphy Capital Management
New Jersey
$285K
Renaissance Technologies
61
Renaissance Technologies
New York
$269K +$243K +2,400 New
HAS
62
HBW Advisory Services
California
$263K +$238K +2,348 New
RPWA
63
Regent Peak Wealth Advisors
Georgia
$245K +$222K +2,187 New
NA
64
NewEdge Advisors
Louisiana
$243K +$221K +2,176 New
SPC
65
Sigma Planning Corp
Michigan
$228K +$206K +2,033 New
MIC
66
Meridian Investment Counsel
California
$224K +$203K +2,000 New
PAG
67
Private Advisor Group
New Jersey
$221K +$201K +1,978 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$214K
LG
69
Leuthold Group
Minnesota
$206K +$187K +1,839 New
HCM
70
Hollencrest Capital Management
California
$202K +$183K +1,805 New
FWM
71
Foresight Wealth Management
Utah
$201K +$183K +1,800 New
GRP
72
Global Retirement Partners
California
$199K +$145K +1,426 +405%
AWM
73
Apollon Wealth Management
South Carolina
$188K +$170K +1,679 New
HIA
74
Harbor Investment Advisory
Maryland
$161K +$101 +1 +0.1%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$157K

XSD Hedge Fund Activity: Q2 2020 in Review

98 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q2 2020, worth a combined $254M — up 40% from $181M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XSD positions and 11 closed out — a net gain of 17 holders — while 25 added to existing stakes and 28 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $10.1M. The largest seller was Morgan Stanley, cutting an estimated $13M.

  • 98 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q2 2020, up from 83 in Q1 2020.
  • Funds reported $254M of State Street SPDR S&P Semiconductor ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q2 2020 and 11 closed out, a net change of +17 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $10.1M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q2 2020 was Morgan Stanley, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2020.