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State Street SPDR S&P Telecom ETF

44 hedge funds and large institutions have $37M invested in State Street SPDR S&P Telecom ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

31.75% more ownership

Funds ownership: 44.79%76.54% (+32%)

16% more capital invested

Capital invested by funds: $31.9M → $37M (+$5.04M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

10% more funds holding

Funds holding: 4044 (+4)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
1
Money Concepts Capital
Florida
$10.5M +$22.7M +274,215 +2,001%
WPW
2
Waldron Private Wealth
Pennsylvania
$4.01M
Morgan Stanley
3
Morgan Stanley
New York
$3.79M -$1.44M -17,419 -27%
LPL Financial
4
LPL Financial
California
$2.79M +$347K +4,199 +14%
FMTCOCP
5
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.37M +$19.8K +240 +0.8%
RJA
6
Raymond James & Associates
Florida
$1.81M -$19.8K -239 -1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.51M +$1.15M +13,865 +293%
Bank of America
8
Bank of America
North Carolina
$1.11M -$1.58M -19,135 -58%
LOIM
9
Liberty One Investment Management
Illinois
$1.1M +$6.45K +78 +0.6%
IMC Chicago
10
IMC Chicago
Illinois
$984K +$1M +12,139 New
GWM
11
Geneos Wealth Management
Colorado
$958K +$978K +11,822 New
UBS Group
12
UBS Group
Switzerland
$920K -$95K -1,149 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$787K +$803K +9,713 New
Goldman Sachs
14
Goldman Sachs
New York
$619K
JP Morgan Chase
15
JP Morgan Chase
New York
$505K +$8.43K +102 +2%
PAG
16
Private Advisor Group
New Jersey
$328K +$335K +4,046 New
MML Investors Services
17
MML Investors Services
Massachusetts
$323K +$330K +3,986 New
AWS
18
AJ Wealth Strategies
New York
$286K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$283K -$446K -5,398 -61%
Osaic Holdings
20
Osaic Holdings
Arizona
$275K -$21.2K -256 -7%
BCM
21
Brookstone Capital Management
Illinois
$236K +$249K +3,017 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$216K +$221K +2,667 New
AWS
23
Atria Wealth Solutions
New York
$207K +$211K +2,550 New
CAN
24
Cetera Advisor Networks
California
$207K +$211K +2,548 New
AAS
25
Ameritas Advisory Services
Nebraska
$195K -$190K -2,295 -48%

XTL Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2023, worth a combined $37M — up 16% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XTL positions and 5 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $22.7M. The largest seller was CIBC World Market, exiting entirely with an estimated $2.86M sold.

  • 44 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2023, up from 40 in Q4 2022.
  • Funds reported $37M of State Street SPDR S&P Telecom ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2023 and 5 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $22.7M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2023 was CIBC World Market, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2023.