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State Street SPDR S&P Telecom ETF

35 hedge funds and large institutions have $21.1M invested in State Street SPDR S&P Telecom ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 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

26% more capital invested

Capital invested by funds: $16.8M → $21.1M (+$4.3M)

6% more funds holding

Funds holding: 3335 (+2)

1.47% more ownership

Funds ownership: 41.69%43.16% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1
Waldron Private Wealth
Pennsylvania
$3.45M
Morgan Stanley
2
Morgan Stanley
New York
$2.72M -$461K -6,866 -15%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.52M +$1.15M +17,141 +91%
LPL Financial
4
LPL Financial
California
$1.69M +$123K +1,834 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.56M +$74.2K +1,106 +5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.49M +$1.43M +21,353 New
Bank of America
7
Bank of America
North Carolina
$1.33M -$403K -6,013 -24%
LOIM
8
Liberty One Investment Management
Illinois
$1.11M -$16.6K -248 -2%
UBS Group
9
UBS Group
Switzerland
$874K -$414K -6,172 -33%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$848K +$338K +5,041 +71%
FMTCOCP
11
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$781K +$65.7K +980 +10%
Stifel Financial
12
Stifel Financial
Missouri
$370K
PSF
13
Pacific Sun Financial
California
$307K -$42.9K -640 -13%
JP Morgan Chase
14
JP Morgan Chase
New York
$303K +$6.37K +95 +2%
PFO
15
Pathstone Family Office
New Jersey
$267K
CHC
16
City Holding Co
West Virginia
$256K -$5.03K -75 -2%
APWM
17
Atlas Private Wealth Management
New York
$254K -$43.8K -653 -15%
Citadel Advisors
18
Citadel Advisors
Florida
$246K -$152K -2,269 -39%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$228K +$128K +1,910 +140%
Osaic Holdings
20
Osaic Holdings
Arizona
$155K +$15.4K +230 +12%
AF
21
Arrow Financial
New York
$88K -$14.4K -215 -15%
C
22
Cerebellum
California
$79K +$78K +1,163 New
GRP
23
Global Retirement Partners
California
$30K
PA
24
Parallel Advisors
California
$24K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$21K

XTL Hedge Fund Activity: Q2 2020 in Review

35 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q2 2020, worth a combined $21.1M — up 26% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XTL positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.43M. The largest seller was Morgan Stanley, cutting an estimated $461K.

  • 35 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q2 2020, up from 33 in Q1 2020.
  • Funds reported $21.1M of State Street SPDR S&P Telecom ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Telecom ETF positions in Q2 2020 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $1.43M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q2 2020 was Morgan Stanley, an estimated $461K sold.

Based on aggregated 13F filings for Q2 2020.