We are live on ! Find out more
XTL icon

State Street SPDR S&P Telecom ETF

34 hedge funds and large institutions have $41.2M invested in State Street SPDR S&P Telecom ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

58% more capital invested

Capital invested by funds: $26.2M → $41.2M (+$15.1M)

1.36% more ownership

Funds ownership: 54.33%55.68% (+1.4%)

3% less funds holding

Funds holding: 3534 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
16
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$15.1M +$15.3M +215,222 New
Bank of America
2
Bank of America
North Carolina
$7.6M +$2.56M +36,143 +51%
Morgan Stanley
3
Morgan Stanley
New York
$5.39M +$1.11M +15,728 +26%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.74M +$391K +5,512 +29%
UBS Group
5
UBS Group
Switzerland
$1.45M +$649K +9,159 +82%
SG Americas Securities
6
SG Americas Securities
New York
$1.11M -$171K -2,414 -13%
LPL Financial
7
LPL Financial
California
$1.08M -$102K -1,444 -9%
TW
8
Transform Wealth
Colorado
$1.07M +$98.1K +1,384 +10%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$1.03M -$1.47M -20,763 -57%
AF
10
Arrow Financial
New York
$819K +$243K +3,424 +42%
Jane Street
11
Jane Street
New York
$790K -$1.52M -21,501 -66%
WCG
12
Wall Capital Group
Arizona
$685K +$684K +9,650 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$480K -$2.22M -31,345 -82%
JP Morgan Chase
14
JP Morgan Chase
New York
$406K +$143K +2,023 +55%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$372K +$89.4K +1,261 +32%
AWE
16
Avidian Wealth Enterprises
Texas
$324K +$84.1K +1,187 +35%
Credit Agricole
17
Credit Agricole
France
$312K
CHC
18
City Holding Co
West Virginia
$294K +$8.86K +125 +3%
ONB
19
Old National Bancorp
Indiana
$281K +$54.2K +765 +24%
AIP
20
ARS Investment Partners
New York
$231K +$230K +3,249 New
Citadel Advisors
21
Citadel Advisors
Florida
$203K +$203K +2,867 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$113K +$43.6K +615 +63%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$97K +$709 +10 +0.7%
ECM
24
Exchange Capital Management
Michigan
$82K +$40.3K +569 +98%
Citigroup
25
Citigroup
New York
$49K +$36.4K +513 +293%

XTL Hedge Fund Activity: Q1 2017 in Review

34 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2017, worth a combined $41.2M — up 58% from $26.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XTL and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 16 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $15.3M. The largest seller was Susquehanna International Group, cutting an estimated $2.22M.

  • 34 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2017, down from 35 in Q4 2016.
  • Funds reported $41.2M of State Street SPDR S&P Telecom ETF stock for Q1 2017, up 58% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2017 and 5 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2017 was Lido Advisors, an estimated $15.3M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2017 was Susquehanna International Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2017.