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State Street SPDR S&P Telecom ETF

40 hedge funds and large institutions have $27.7M invested in State Street SPDR S&P Telecom ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3840 (+2)

1% more capital invested

Capital invested by funds: $27.5M → $27.7M (+$193K)

1.66% less ownership

Funds ownership: 51.29%49.62% (-1.7%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.76M -$106K -1,567 -3%
Bank of America
2
Bank of America
North Carolina
$3.75M +$1.87M +27,527 +106%
IMC Chicago
3
IMC Chicago
Illinois
$3.08M +$94.4K +1,393 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.77M -$4.33M -63,823 -62%
PFO
5
Pathstone Family Office
New Jersey
$2.67M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.74M -$10.4K -154 -0.6%
LPL Financial
7
LPL Financial
California
$1.7M +$403K +5,942 +32%
UBS Group
8
UBS Group
Switzerland
$1.3M -$941K -13,882 -43%
Citadel Advisors
9
Citadel Advisors
Florida
$1.19M -$147K -2,168 -11%
LOIM
10
Liberty One Investment Management
Illinois
$1.1M +$1.07M +15,735 New
FMTCOCP
11
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$505K -$5.08K -75 -1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$463K -$944K -13,929 -68%
Jane Street
13
Jane Street
New York
$458K -$193K -2,845 -30%
Stifel Financial
14
Stifel Financial
Missouri
$387K +$6.17K +91 +2%
C
15
Cerebellum
California
$374K
PSF
16
Pacific Sun Financial
California
$363K -$51.2K -755 -13%
JP Morgan Chase
17
JP Morgan Chase
New York
$295K -$27K -399 -9%
APWM
18
Atlas Private Wealth Management
New York
$294K +$284K +4,196 New
CHC
19
City Holding Co
West Virginia
$262K
RJA
20
Raymond James & Associates
Florida
$238K +$11.9K +175 +5%
ZIG
21
Zurich Insurance Group
Switzerland
$187K
AIC
22
Ameritas Investment Company
Nebraska
$173K -$12.1K -178 -7%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$162K -$64.3K -948 -29%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$125K -$6.64K -98 -5%
AF
25
Arrow Financial
New York
$112K -$25.8K -380 -19%

XTL Hedge Fund Activity: Q4 2019 in Review

40 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2019, worth a combined $27.7M — up 0.7% from $27.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XTL positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $1.87M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.33M.

  • 40 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2019, up from 38 in Q3 2019.
  • Funds reported $27.7M of State Street SPDR S&P Telecom ETF stock for Q4 2019, up 0.7% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2019 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2019 was Bank of America, an estimated $1.87M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2019 was Raymond James Financial Services Advisors, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2019.