We are live on ! Find out more
XTL icon

State Street SPDR S&P Telecom ETF

43 hedge funds and large institutions have $32.9M invested in State Street SPDR S&P Telecom ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $26.7M → $32.9M (+$6.24M)

8% more funds holding

Funds holding: 4043 (+3)

4.74% more ownership

Funds ownership: 27.4%32.14% (+4.7%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.15M -$1.73M -24,897 -22%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.27M +$2.76M +39,816 +613%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.23M +$3.17M +45,626 New
Jane Street
4
Jane Street
New York
$3.07M +$3.02M +43,470 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.02M -$5.76K -83 -0.3%
AG
6
Advisor Group
Arizona
$1.32M +$1.29M +18,646 New
LPL Financial
7
LPL Financial
California
$1.25M +$902K +12,993 +277%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.2M +$536K +7,728 +83%
VF
9
Virtu Financial
New York
$1.08M +$234K +3,369 +28%
UBS Group
10
UBS Group
Switzerland
$1.02M -$709K -10,210 -41%
Bank of America
11
Bank of America
North Carolina
$1.02M -$735K -10,594 -42%
NFG
12
Next Financial Group
Texas
$862K +$846K +12,188 New
NFH
13
NEXT Financial Holdings
Texas
$862K +$846K +12,188 New
TC
14
TownSquare Capital
Utah
$856K +$840K +12,100 New
ZIG
15
Zurich Insurance Group
Switzerland
$785K +$770K +11,103 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$539K +$307K +4,429 +139%
CFGS
17
Concourse Financial Group Securities
Alabama
$503K +$495K +7,127 New
FMTCOCP
18
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$436K +$38.2K +550 +10%
B
19
Bailard
California
$376K
Stifel Financial
20
Stifel Financial
Missouri
$351K -$1.8K -26 -0.5%
JP Morgan Chase
21
JP Morgan Chase
New York
$345K +$59.5K +858 +21%
AF
22
Arrow Financial
New York
$329K -$26.5K -382 -8%
AssetMark Inc
23
AssetMark Inc
California
$310K -$585K -8,435 -66%
PFO
24
Pathstone Family Office
New Jersey
$270K +$265K +3,818 New
CHC
25
City Holding Co
West Virginia
$265K -$13.9K -200 -5%

XTL Hedge Fund Activity: Q1 2019 in Review

43 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2019, worth a combined $32.9M — up 23% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XTL positions and 9 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.17M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $5.1M sold.

  • 43 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2019, up from 40 in Q4 2018.
  • Funds reported $32.9M of State Street SPDR S&P Telecom ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2019 and 9 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $3.17M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2019 was Brookstone Capital Management, an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2019.