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State Street SPDR S&P Telecom ETF

46 hedge funds and large institutions have $38M invested in State Street SPDR S&P Telecom ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

76% more capital invested

Capital invested by funds: $21.6M → $38M (+$16.4M)

28% more funds holding

Funds holding: 3646 (+10)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

21.01% less ownership

Funds ownership: 39.18%18.17% (-21%)

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$61K -$1.38M -14,706 -96%
IFAM
27
Institutional & Family Asset Management
Colorado
$50K +$50.3K +536 New
PA
28
Parallel Advisors
California
$33K
GRP
29
Global Retirement Partners
California
$28K -$11.7K -125 -29%
Citigroup
30
Citigroup
New York
$28K
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$28K
RG
32
Retirement Group
California
$24K +$23.5K +251 New
TRCT
33
Tower Research Capital (TRC)
New York
$19K +$18.8K +200 New
William Blair & Company
34
William Blair & Company
Illinois
$17K
ACA
35
Aptus Capital Advisors
Alabama
$12K
APWM
36
Atlas Private Wealth Management
New York
$11K -$361K -3,853 -97%
JCM
37
Jacobi Capital Management
Pennsylvania
$10K +$9.95K +106 New
ACA
38
Atlas Capital Advisors
Wyoming
$7.32K -$469 -5 -6%
CAAS
39
Capital Asset Advisory Services
Michigan
$7K
NFSG
40
Newbridge Financial Services Group
Florida
$7K
Wells Fargo
41
Wells Fargo
California
$6K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$5K
HCP
43
Hexagon Capital Partners
Arkansas
$3K
GEA
44
Glen Eagle Advisors
New Jersey
$2.35K
CAC
45
Certified Advisory Corp
Florida
$1K +$1.03K +11 New
BBHC
46
Brown Brothers Harriman & Co
New York
$75 +$75.1K +800 New
SDAM
47
Shulman DeMeo Asset Management
New York
-$263K -3,100 Closed
RJA
48
Raymond James & Associates
Florida
-$231K -2,723 Closed

XTL Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2021, worth a combined $38M — up 76% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XTL positions and 2 closed out — a net gain of 10 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.23M. The largest seller was AssetMark Inc, cutting an estimated $1.38M.

  • 46 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $38M of State Street SPDR S&P Telecom ETF stock for Q1 2021, up 76% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2021 and 2 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2021 was Morgan Stanley, an estimated $4.23M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2021 was AssetMark Inc, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2021.