State Street SPDR S&P Telecom ETF
XTL
35 hedge funds and large institutions have $67.7M invested in State Street SPDR S&P Telecom ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $63.3M → $67.7M (+$4.33M)
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
12.49% less ownership
Funds ownership: 54.08% → 41.59% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.44M |
| 2 |
Morgan Stanley
New York
|
+$1.12M |
| 3 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
+$457K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$334K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.72M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.16M |
| 3 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
-$218K |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
-$197K |
| 5 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
-$161K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $37K | – | – | – |
|
|
ECM
27
Exchange Capital Management
Ann Arbor,
Michigan
| $36K | -$2.71K | -38 | -7% |
|
|
PA
28
Parallel Advisors
San Francisco,
California
| $25K | – | – | – |
|
|
NCM
29
Nelson Capital Management
Menlo Park,
California
| $22K | -$18.5K | -260 | -46% |
|
30
Citigroup
New York
| $17K | +$3.99K | +56 | +32% |
|
|
BCA
31
Bray Capital Advisors
Naples,
Florida
| $9K | – | – | – |
|
|
LNB
32
Ledyard National Bank
| $8K | – | – | – |
|
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $4K | – | – | – |
|
|
RWA
34
River Wealth Advisors
Camp Hill,
Pennsylvania
| $3K | +$3.21K | +45 | New |
|
|
35
Jane Street
New York
| – | -$2.72M | -39,517 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.16M | -16,785 | Closed |
|
|
S
37
SignatureFD
Atlanta,
Georgia
| – | -$59K | -863 | Closed |
|
|
IWM
38
IHT Wealth Management
Chicago,
Illinois
| – | -$30K | -437 | Closed |
|
39
William Blair & Company
Chicago,
Illinois
| – | -$3K | -45 | Closed |
|
XTL Hedge Fund Activity: Q2 2018 in Review
35 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q2 2018, worth a combined $67.7M — up 6.8% from $63.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XTL positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $2.44M. The largest seller was Jane Street, exiting entirely with an estimated $2.72M sold.
- 35 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q2 2018, up from 34 in Q1 2018.
- Funds reported $67.7M of State Street SPDR S&P Telecom ETF stock for Q2 2018, up 6.8% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P Telecom ETF positions in Q2 2018 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P Telecom ETF buyer in Q2 2018 was Bank of America, an estimated $2.44M added.
- The largest State Street SPDR S&P Telecom ETF seller in Q2 2018 was Jane Street, an estimated $2.72M sold.
Based on aggregated 13F filings for Q2 2018.