State Street SPDR S&P Transportation ETF
XTN
66 hedge funds and large institutions have $142M invested in State Street SPDR S&P Transportation ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
28% more capital invested
Capital invested by funds: $111M → $142M (+$31.4M)
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
16% more funds holding
Funds holding: 57 → 66 (+9)
5.85% less ownership
Funds ownership: 55.27% → 49.42% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.98M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$7.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.43M |
| 5 |
Morgan Stanley
New York
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.6M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.3M |
| 3 |
Goldman Sachs
New York
|
-$7.5M |
| 4 |
N
Natixis
Paris,
France
|
-$2.34M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$1.66M |
XTN Hedge Fund Activity: Q4 2016 in Review
66 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q4 2016, worth a combined $142M — up 28% from $111M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XTN positions and 7 closed out — a net gain of 11 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $9.98M. The largest seller was Envestnet Asset Management, cutting an estimated $10.6M.
- 66 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q4 2016, up from 57 in Q3 2016.
- Funds reported $142M of State Street SPDR S&P Transportation ETF stock for Q4 2016, up 28% quarter-over-quarter.
- 18 funds opened new State Street SPDR S&P Transportation ETF positions in Q4 2016 and 7 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P Transportation ETF buyer in Q4 2016 was Brookstone Capital Management, an estimated $9.98M added.
- The largest State Street SPDR S&P Transportation ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q4 2016.