State Street SPDR S&P Telecom ETF
XTL
11 hedge funds and large institutions have $8.14M invested in State Street SPDR S&P Telecom ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
78% more capital invested
Capital invested by funds: $4.58M → $8.14M (+$3.55M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
24.07% more ownership
Funds ownership: 32.97% → 57.04% (+24%)
15% less funds holding
Funds holding: 13 → 11 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.21M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$394K |
| 5 |
AIP
ARS Investment Partners
New York
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$560K |
| 2 |
Jane Street
New York
|
-$343K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$336K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$44.9K |
| 5 |
CHC
City Holding Co
Charleston,
West Virginia
|
-$18.3K |
XTL Hedge Fund Activity: Q1 2014 in Review
11 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2014, worth a combined $8.14M — up 78% from $4.58M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XTL and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was Morgan Stanley, adding an estimated $1.3M. The largest seller was Sun Life Financial, exiting entirely with an estimated $560K sold.
- 11 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2014, down from 13 in Q4 2013.
- Funds reported $8.14M of State Street SPDR S&P Telecom ETF stock for Q1 2014, up 78% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2014 and 4 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P Telecom ETF buyer in Q1 2014 was Morgan Stanley, an estimated $1.3M added.
- The largest State Street SPDR S&P Telecom ETF seller in Q1 2014 was Sun Life Financial, an estimated $560K sold.
Based on aggregated 13F filings for Q1 2014.