State Street SPDR S&P Telecom ETF
XTL
36 hedge funds and large institutions have $21.6M invested in State Street SPDR S&P Telecom ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
6% more funds holding
Funds holding: 34 → 36 (+2)
1% less capital invested
Capital invested by funds: $21.7M → $21.6M (-$152K)
4.9% less ownership
Funds ownership: 44.08% → 39.18% (-4.9%)
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.56M |
| 2 |
AssetMark Inc
Concord,
California
|
+$1.16M |
| 3 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
+$237K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$211K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.42M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.67M |
| 3 |
Morgan Stanley
New York
|
-$1.18M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$624K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$475K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $25K | +$7.64K | +100 | +50% |
|
27
William Blair & Company
Chicago,
Illinois
| $15K | – | – | – |
|
|
ACA
28
Aptus Capital Advisors
Fairhope,
Alabama
| $10K | – | – | – |
|
|
ACA
29
Atlas Capital Advisors
Jackson,
Wyoming
| $7.03K | +$6.34K | +83 | New |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $7K | – | – | – |
|
|
CAAS
31
Capital Asset Advisory Services
Williamston,
Michigan
| $6K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $5K | – | – | – |
|
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $4K | – | – | – |
|
|
GEA
34
Glen Eagle Advisors
Kingston,
New Jersey
| $2.12K | – | – | – |
|
|
HCP
35
Hexagon Capital Partners
Rogers,
Arkansas
| $2K | – | – | – |
|
|
SBL
36
Sargent Bickham Lagudis
Boulder,
Colorado
| $1K | – | – | – |
|
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$624K | -9,229 | Closed |
|
|
CSPIA
38
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$8K | -115 | Closed |
|
XTL Hedge Fund Activity: Q4 2020 in Review
36 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2020, worth a combined $21.6M — down 0.7% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XTL positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.56M. The largest seller was Royal Bank of Canada, cutting an estimated $3.42M.
- 36 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $21.6M of State Street SPDR S&P Telecom ETF stock for Q4 2020, down 0.7% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2020 and 2 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P Telecom ETF buyer in Q4 2020 was Citadel Advisors, an estimated $1.56M added.
- The largest State Street SPDR S&P Telecom ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $3.42M sold.
Based on aggregated 13F filings for Q4 2020.