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State Street SPDR S&P Transportation ETF

98 hedge funds and large institutions have $661M invested in State Street SPDR S&P Transportation ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

16% more capital invested

Capital invested by funds: $570M → $661M (+$91.4M)

6.56% more ownership

Funds ownership: 64.12%70.69% (+6.6%)

15% less funds holding

Funds holding: 11598 (-17)

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
98
Holders Change
-17
Holders Change %
-14.78%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
33
Reduced
26
Closed
31
Calls
$298K
Puts
Net Calls
+$298K
Net Calls Change
+$298K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$522M +$151M +1,725,313 +42%
Morgan Stanley
2
Morgan Stanley
New York
$23.2M -$657K -7,513 -3%
UBS Group
3
UBS Group
Switzerland
$22.9M -$1.98M -22,603 -8%
LPL Financial
4
LPL Financial
California
$12.7M -$1.39M -15,857 -10%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.7M +$1.67M +19,083 +21%
Wells Fargo
6
Wells Fargo
California
$8.67M -$3.24M -37,119 -28%
CA
7
Cetera Advisors
Colorado
$5.42M +$1.2M +13,726 +29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.64M -$706K -8,075 -13%
Ameriprise
9
Ameriprise
Minnesota
$3.99M -$1.88M -21,529 -32%
TF
10
Theory Financial
Colorado
$3.56M +$40K +458 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.19M -$13.4M -153,419 -80%
Nomura Asset Management
12
Nomura Asset Management
Japan
$2.86M
JP Morgan Chase
13
JP Morgan Chase
New York
$2.62M -$838K -9,587 -25%
IMC Chicago
14
IMC Chicago
Illinois
$2.59M +$1.54M +17,646 +154%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$2.55M +$2.5M +28,611 New
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$1.81M +$690K +7,889 +64%
HCM
17
Hollencrest Capital Management
California
$1.47M +$87 +1 +0%
TRCT
18
Tower Research Capital (TRC)
New York
$1.45M +$1.17M +13,334 +459%
Jane Street
19
Jane Street
New York
$1.44M +$1.41M +16,142 New
LWM
20
Lionsbridge Wealth Management
Florida
$1.4M -$53.8K -615 -4%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$1.31M
WIP
22
WealthCare Investment Partners
Rhode Island
$1.21M +$292K +3,340 +29%
Truist Financial
23
Truist Financial
North Carolina
$1.16M -$473K -5,410 -29%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.07M +$118K +1,350 +13%
SPFA
25
Summit Place Financial Advisors
New Jersey
$1.01M +$990K +11,325 New

XTN Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Transportation ETF (XTN) for Q1 2022, worth a combined $661M — up 16% from $570M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of XTN and 17 opened new positions — a net loss of 14 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $151M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.

  • 98 institutional investors held State Street SPDR S&P Transportation ETF (XTN) as of Q1 2022, down from 115 in Q4 2021.
  • Funds reported $661M of State Street SPDR S&P Transportation ETF stock for Q1 2022, up 16% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Transportation ETF positions in Q1 2022 and 31 closed out, a net change of -14 holders.
  • The largest State Street SPDR S&P Transportation ETF buyer in Q1 2022 was Bank of America, an estimated $151M added.
  • The largest State Street SPDR S&P Transportation ETF seller in Q1 2022 was Osaic Holdings, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2022.