State Street SPDR S&P Telecom ETF
XTL
18 hedge funds and large institutions have $48.9M invested in State Street SPDR S&P Telecom ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
59% more capital invested
Capital invested by funds: $30.6M → $48.9M (+$18.2M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
38% more funds holding
Funds holding: 13 → 18 (+5)
18.95% more ownership
Funds ownership: 123.1% → 142.05% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
+$7.42M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.46M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.45M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.16M |
| 5 |
SG Americas Securities
New York
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$344K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$15K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$6.13K |
| 4 |
CHC
City Holding Co
Charleston,
West Virginia
|
-$5.57K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.9K |
XTL Hedge Fund Activity: Q4 2014 in Review
18 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2014, worth a combined $48.9M — up 59% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XTL positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was City National Bank, opening a new position worth an estimated $7.42M. The largest seller was Royal Bank of Canada, cutting an estimated $344K.
- 18 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2014, up from 13 in Q3 2014.
- Funds reported $48.9M of State Street SPDR S&P Telecom ETF stock for Q4 2014, up 59% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2014 and 1 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P Telecom ETF buyer in Q4 2014 was City National Bank, an estimated $7.42M added.
- The largest State Street SPDR S&P Telecom ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $344K sold.
Based on aggregated 13F filings for Q4 2014.