State Street SPDR S&P Transportation ETF
XTN
54 hedge funds and large institutions have $81.1M invested in State Street SPDR S&P Transportation ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.
663% more capital invested
Capital invested by funds: $10.6M → $81.1M (+$70.5M)
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
36.82% more ownership
Funds ownership: 11.89% → 48.71% (+37%)
35% more funds holding
Funds holding: 40 → 54 (+14)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$28.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.77M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.53M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.13M |
| 5 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$522K |
| 2 |
JP Morgan Chase
New York
|
-$425K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$204K |
| 4 |
LPL Financial
San Diego,
California
|
-$155K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFFP
51
Center for Financial Planning
Southfied,
Michigan
| $1K | – | – | – |
|
|
TFA
52
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$49 | +1 | New |
|
|
BC
53
Barnett & Company
Chattanooga,
Tennessee
| $1K | +$783 | +16 | New |
|
|
54
Stifel Financial
St. Louis,
Missouri
| – | -$522K | -11,885 | Closed |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| – | -$204K | -4,679 | Closed |
|
|
DWM
56
Darwin Wealth Management
Tampa,
Florida
| – | -$44K | -1,019 | Closed |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| – | -$11K | -245 | Closed |
|
|
GSWM
58
Golden State Wealth Management
Santa Ana,
California
| – | -$9K | -200 | Closed |
|
|
QAM
59
QCI Asset Management
Pittsford,
New York
| – | -$2K | -50 | Closed |
|
XTN Hedge Fund Activity: Q2 2020 in Review
54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q2 2020, worth a combined $81.1M — up 663% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XTN positions and 6 closed out — a net gain of 14 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $28.7M. The largest seller was Stifel Financial, exiting entirely with an estimated $522K sold.
- 54 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q2 2020, up from 40 in Q1 2020.
- Funds reported $81.1M of State Street SPDR S&P Transportation ETF stock for Q2 2020, up 663% quarter-over-quarter.
- 20 funds opened new State Street SPDR S&P Transportation ETF positions in Q2 2020 and 6 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P Transportation ETF buyer in Q2 2020 was Bank of America, an estimated $28.7M added.
- The largest State Street SPDR S&P Transportation ETF seller in Q2 2020 was Stifel Financial, an estimated $522K sold.
Based on aggregated 13F filings for Q2 2020.