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State Street SPDR S&P Telecom ETF

33 hedge funds and large institutions have $39.2M invested in State Street SPDR S&P Telecom ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $41.2M → $39.2M (-$1.99M)

3% less funds holding

Funds holding: 3433 (-1)

5.2% less ownership

Funds ownership: 55.68%50.49% (-5.2%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$14.6M -$613K -8,630 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.34M +$973K +13,697 +18%
Bank of America
3
Bank of America
North Carolina
$5.42M -$2.16M -30,375 -28%
Goldman Sachs
4
Goldman Sachs
New York
$2.39M +$2.41M +33,854 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.5M -$233K -3,282 -13%
SG Americas Securities
6
SG Americas Securities
New York
$1.31M +$208K +2,932 +19%
UBS Group
7
UBS Group
Switzerland
$1.07M -$370K -5,208 -26%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.01M +$538K +7,569 +112%
LPL Financial
9
LPL Financial
California
$840K -$245K -3,454 -23%
WCG
10
Wall Capital Group
Arizona
$800K +$118K +1,666 +17%
AF
11
Arrow Financial
New York
$798K -$18.1K -255 -2%
JP Morgan Chase
12
JP Morgan Chase
New York
$709K +$306K +4,308 +75%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$409K +$411K +5,788 New
AWE
14
Avidian Wealth Enterprises
Texas
$361K +$38.8K +546 +12%
Credit Agricole
15
Credit Agricole
France
$311K
CHC
16
City Holding Co
West Virginia
$293K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$281K -$89.8K -1,264 -24%
GIA
18
Granite Investment Advisors
New Hampshire
$212K +$206K +2,901 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$123K +$11.2K +157 +10%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$121K +$23.7K +334 +24%
ECM
21
Exchange Capital Management
Michigan
$102K +$20.2K +284 +25%
PG
22
Patten Group
Tennessee
$53K +$53.1K +748 New
Wells Fargo
23
Wells Fargo
California
$36K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$33K +$2.84K +40 +9%
PA
25
Parallel Advisors
California
$25K

XTL Hedge Fund Activity: Q2 2017 in Review

33 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q2 2017, worth a combined $39.2M — down 4.8% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XTL and 7 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 11 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.41M. The largest seller was Bank of America, cutting an estimated $2.16M.

  • 33 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q2 2017, down from 34 in Q1 2017.
  • Funds reported $39.2M of State Street SPDR S&P Telecom ETF stock for Q2 2017, down 4.8% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Telecom ETF positions in Q2 2017 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q2 2017 was Goldman Sachs, an estimated $2.41M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q2 2017 was Bank of America, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2017.