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State Street SPDR S&P Semiconductor ETF

50 hedge funds and large institutions have $107M invested in State Street SPDR S&P Semiconductor ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

37% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $877K

9% more funds holding

Funds holding: 4650 (+4)

15.15% less ownership

Funds ownership: 140.66%125.51% (-15%)

19% less capital invested

Capital invested by funds: $132M → $107M (-$24.6M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
16
Reduced
10
Closed
12
Calls
$1.2M
Puts
$877K
Net Calls
+$324K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$21.9M +$21M +500,000 New
Morgan Stanley
2
Morgan Stanley
New York
$17.9M +$3.41M +80,984 +25%
Bank of America
3
Bank of America
North Carolina
$7.42M +$603K +14,334 +9%
NCM
4
Niemann Capital Management
Nevada
$5.72M +$5.49M +130,592 New
Goldman Sachs
5
Goldman Sachs
New York
$5.52M +$64.3K +1,528 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.45M +$71.7K +1,706 +2%
CS
7
Credit Suisse
Switzerland
$4.34M +$392K +9,322 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.7M -$1.45M -34,426 -29%
Wells Fargo
9
Wells Fargo
California
$3.05M +$558K +13,274 +24%
VF
10
Virtu Financial
New York
$2.53M +$2.22M +52,798 +1,054%
Jane Street
11
Jane Street
New York
$2.15M +$2.07M +49,108 New
RJA
12
Raymond James & Associates
Florida
$2.08M +$2M +47,542 New
LPL Financial
13
LPL Financial
California
$1.94M +$614K +14,606 +48%
UBS Group
14
UBS Group
Switzerland
$1.93M -$486K -11,552 -21%
Ameriprise
15
Ameriprise
Minnesota
$1.87M +$1.79M +42,662 New
SG Americas Securities
16
SG Americas Securities
New York
$1.87M +$852K +20,270 +91%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.84M +$920K +21,876 +108%
AIG
18
American International Group
New York
$1.84M +$413K +9,816 +30%
TRCT
19
Tower Research Capital (TRC)
New York
$1.75M -$2.12M -50,308 -56%
AP
20
Advisors Preferred
Maryland
$1.74M -$1.14M -27,198 -41%
BCM
21
Barometer Capital Management
Ontario, Canada
$1.72M +$1.19M +28,400 +263%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.48M +$1.42M +33,660 New
UCFA
23
United Capital Financial Advisors
Texas
$1.05M +$1.04M +24,746 New
SCM
24
Southport Capital Management
Tennessee
$949K
SB
25
Suntrust Banks
Georgia
$765K +$57.7K +1,372 +9%

XSD Hedge Fund Activity: Q1 2015 in Review

50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q1 2015, worth a combined $107M — down 19% from $132M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XSD positions and 12 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $21M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $53.8M sold.

  • 50 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q1 2015, up from 46 in Q4 2014.
  • Funds reported $107M of State Street SPDR S&P Semiconductor ETF stock for Q1 2015, down 19% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q1 2015 and 12 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q1 2015 was JP Morgan Chase, an estimated $21M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q1 2015 was Charles Schwab Investment Advisory, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2015.