State Street SPDR S&P Telecom ETF
XTL
41 hedge funds and large institutions have $60.9M invested in State Street SPDR S&P Telecom ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
17% more funds holding
Funds holding: 35 → 41 (+6)
7.59% less ownership
Funds ownership: 41.59% → 34% (-7.6%)
10% less capital invested
Capital invested by funds: $67.7M → $60.9M (-$6.75M)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.3M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.33M |
| 3 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$3.71M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.61M |
| 5 |
Jane Street
New York
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$38.2M |
| 2 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
-$5.65M |
| 3 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$1.48M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$273K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$222K |
XTL Hedge Fund Activity: Q3 2018 in Review
41 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q3 2018, worth a combined $60.9M — down 10% from $67.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XTL positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.3M. The largest seller was Bank of America, cutting an estimated $38.2M.
- 41 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q3 2018, up from 35 in Q2 2018.
- Funds reported $60.9M of State Street SPDR S&P Telecom ETF stock for Q3 2018, down 10% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P Telecom ETF positions in Q3 2018 and 5 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P Telecom ETF buyer in Q3 2018 was Morgan Stanley, an estimated $15.3M added.
- The largest State Street SPDR S&P Telecom ETF seller in Q3 2018 was Bank of America, an estimated $38.2M sold.
Based on aggregated 13F filings for Q3 2018.