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State Street SPDR S&P Telecom ETF

46 hedge funds and large institutions have $38M invested in State Street SPDR S&P Telecom ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

76% more capital invested

Capital invested by funds: $21.6M → $38M (+$16.4M)

28% more funds holding

Funds holding: 3646 (+10)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

21.01% less ownership

Funds ownership: 39.18%18.17% (-21%)

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.29M +$4.23M +45,114 +139%
LPL Financial
2
LPL Financial
California
$5.31M +$3.22M +34,345 +155%
WPW
3
Waldron Private Wealth
Pennsylvania
$4.65M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.55M +$396K +4,222 +18%
Bank of America
5
Bank of America
North Carolina
$2.27M +$1.08M +11,514 +91%
Citadel Advisors
6
Citadel Advisors
Florida
$2.04M +$120K +1,275 +6%
IMC Chicago
7
IMC Chicago
Illinois
$1.94M +$1.94M +20,629 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.8M +$1.54M +16,406 +594%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$1.51M +$1.51M +16,053 New
LOIM
10
Liberty One Investment Management
Illinois
$1.33M -$78.5K -837 -6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.03M +$1.03M +10,966 New
FMTCOCP
12
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$821K -$190K -2,020 -19%
Osaic Holdings
13
Osaic Holdings
Arizona
$821K +$651K +6,934 +381%
Stifel Financial
14
Stifel Financial
Missouri
$644K +$135K +1,441 +27%
UBS Group
15
UBS Group
Switzerland
$594K +$25.4K +271 +4%
PFO
16
Pathstone Family Office
New Jersey
$576K +$217K +2,318 +61%
CAN
17
Cetera Advisor Networks
California
$453K +$453K +4,824 New
SBL
18
Sargent Bickham Lagudis
Colorado
$416K +$414K +4,417 +44,170%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$381K -$844 -9 -0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$338K +$337K +3,595 New
JP Morgan Chase
21
JP Morgan Chase
New York
$334K -$61K -650 -15%
CHC
22
City Holding Co
West Virginia
$269K -$67.1K -715 -20%
AF
23
Arrow Financial
New York
$101K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$78K -$716K -7,634 -90%
MCC
25
Money Concepts Capital
Florida
$66K +$65.8K +701 New

XTL Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2021, worth a combined $38M — up 76% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XTL positions and 2 closed out — a net gain of 10 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.23M. The largest seller was AssetMark Inc, cutting an estimated $1.38M.

  • 46 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $38M of State Street SPDR S&P Telecom ETF stock for Q1 2021, up 76% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2021 and 2 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2021 was Morgan Stanley, an estimated $4.23M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2021 was AssetMark Inc, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2021.