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State Street SPDR S&P Software & Services ETF
XSW
XSW
81 hedge funds and large institutions have $191M invested in State Street SPDR S&P Software & Services ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
44% more capital invested
Capital invested by funds: $132M → $191M (+$58.6M)
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
23% more funds holding
Funds holding: 66 → 81 (+15)
4.13% more ownership
Funds ownership: 49.45% → 53.58% (+4.1%)
Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$6.74M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$4.33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.42M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.36M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.46M |
Top Sellers
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.55M |
| 3 |
Morgan Stanley
New York
|
-$922K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$701K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$672K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $7K | – | – | – |
|
|
OCM
77
Orion Capital Management
Coronado,
California
| $7K | +$5.79K | +43 | New |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
APA
79
American Portfolios Advisors
Holbrook,
New York
| $3.7K | – | – | – |
|
|
FCA
80
FinTrust Capital Advisors
Greenville,
South Carolina
| $1K | +$674 | +5 | New |
|
|
GRP
81
Global Retirement Partners
San Rafael,
California
| $1K | +$1.08K | +8 | New |
|
|
82
First Trust Advisors
Wheaton,
Illinois
| – | -$1.55M | -13,004 | Closed |
|
|
AF
83
Advisornet Financial
Minnetonka,
Minnesota
| – | -$56K | -471 | Closed |
|
|
FHA
84
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$23K | -200 | Closed |
|
|
GWM
85
Geneos Wealth Management
Englewood,
Colorado
| – | -$12K | -103 | Closed |
|
|
PFS
86
Prospera Financial Services
Dallas,
Texas
| – | -$1K | -8 | Closed |
|