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State Street SPDR S&P Telecom ETF

43 hedge funds and large institutions have $32.9M invested in State Street SPDR S&P Telecom ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $26.7M → $32.9M (+$6.24M)

8% more funds holding

Funds holding: 4043 (+3)

4.74% more ownership

Funds ownership: 27.4%32.14% (+4.7%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$262K
C
27
Cerebellum
California
$236K +$51.7K +745 +29%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$225K -$23.8K -343 -10%
RJA
29
Raymond James & Associates
Florida
$212K +$209K +3,005 New
LHC
30
Little House Capital
Massachusetts
$91K +$90.2K +1,300 New
BFEC
31
Benjamin F. Edwards & Company
Missouri
$86K -$2.85K -41 -3%
PWMG
32
Prestige Wealth Management Group
New Jersey
$28K
PA
33
Parallel Advisors
California
$25K
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$21K
GRP
35
Global Retirement Partners
California
$9K
RIA
36
Realta Investment Advisors
Delaware
$5K +$4.72K +68 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$4K
Citigroup
38
Citigroup
New York
$4K
NCM
39
Nelson Capital Management
California
$4K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$4K +$3.19K +46 +1,150%
RFC
41
Regions Financial Corp
Alabama
$2K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1K -$11.3K -163 -89%
BCM
43
Brookstone Capital Management
Illinois
-$5.1M -81,318 Closed
FFG
44
Frisch Financial Group
New York
-$2.31M -36,809 Closed
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
-$981K -15,635 Closed
SDAM
46
Shulman DeMeo Asset Management
New York
-$251K -4,005 Closed
1WA
47
180 Wealth Advisors
Washington
-$294K -3,854 Closed
AIC
48
Ameritas Investment Company
Nebraska
-$122K -1,952 Closed
PG
49
Patten Group
Tennessee
-$44K -704 Closed
LNB
50
Ledyard National Bank
-$7K -105 Closed

XTL Hedge Fund Activity: Q1 2019 in Review

43 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2019, worth a combined $32.9M — up 23% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XTL positions and 9 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.17M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $5.1M sold.

  • 43 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2019, up from 40 in Q4 2018.
  • Funds reported $32.9M of State Street SPDR S&P Telecom ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2019 and 9 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $3.17M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2019 was Brookstone Capital Management, an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2019.