We are live on ! Find out more
XTL icon

State Street SPDR S&P Telecom ETF

35 hedge funds and large institutions have $26.2M invested in State Street SPDR S&P Telecom ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

128% more capital invested

Capital invested by funds: $11.5M → $26.2M (+$14.7M)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

21% more funds holding

Funds holding: 2935 (+6)

10.56% more ownership

Funds ownership: 43.76%54.33% (+11%)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.92M +$1.22M +18,308 +35%
Morgan Stanley
2
Morgan Stanley
New York
$4.18M +$3.53M +52,947 +722%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.64M +$1.57M +23,525 +161%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$2.3M +$2.42M +36,288 New
Jane Street
5
Jane Street
New York
$2.26M +$1.85M +27,668 +557%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.32M -$208K -3,114 -14%
SG Americas Securities
7
SG Americas Securities
New York
$1.25M +$1.2M +18,021 New
LPL Financial
8
LPL Financial
California
$1.18M +$1.12M +16,786 New
AssetMark Inc
9
AssetMark Inc
California
$974K +$916K +13,721 +4,145%
TW
10
Transform Wealth
Colorado
$950K +$914K +13,698 New
UBS Group
11
UBS Group
Switzerland
$778K +$579K +8,684 +343%
AF
12
Arrow Financial
New York
$563K +$537K +8,043 +10,724%
ZIG
13
Zurich Insurance Group
Switzerland
$456K +$439K +6,572 New
Credit Agricole
14
Credit Agricole
France
$305K
CHC
15
City Holding Co
West Virginia
$279K -$3.34K -50 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$276K +$13.1K +197 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$256K +$87.8K +1,316 +55%
Goldman Sachs
18
Goldman Sachs
New York
$255K -$293K -4,384 -54%
AWE
19
Avidian Wealth Enterprises
Texas
$234K +$14.1K +211 +7%
ONB
20
Old National Bancorp
Indiana
$221K +$213K +3,189 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$210K +$202K +3,023 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$95K +$12.6K +189 +16%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$67K +$64.9K +972 New
Wells Fargo
24
Wells Fargo
California
$42K +$7.21K +108 +21%
ECM
25
Exchange Capital Management
Michigan
$40K +$23.6K +354 +155%

XTL Hedge Fund Activity: Q4 2016 in Review

35 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2016, worth a combined $26.2M — up 128% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XTL positions and 7 closed out — a net gain of 6 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.53M. The largest seller was ARS Investment Partners, exiting entirely with an estimated $1.39M sold.

  • 35 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2016, up from 29 in Q3 2016.
  • Funds reported $26.2M of State Street SPDR S&P Telecom ETF stock for Q4 2016, up 128% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2016 and 7 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2016 was Morgan Stanley, an estimated $3.53M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2016 was ARS Investment Partners, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2016.