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State Street SPDR S&P Oil & Gas Equipment & Services ETF

41 hedge funds and large institutions have $15.8M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $411K | Put options by funds: $265K

6.93% less ownership

Funds ownership: 26.95%20.01% (-6.9%)

20% less funds holding

Funds holding: 5141 (-10)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

42% less capital invested

Capital invested by funds: $27.4M → $15.8M (-$11.6M)

83% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 12

Holders
41
Holders Change
-10
Holders Change %
-19.61%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
14
Closed
12
Calls
$411K
Puts
$265K
Net Calls
+$146K
Net Calls Change
-$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
26
TrustCore Financial Services
Tennessee
$13K -$1.73K -51 -10%
Citigroup
27
Citigroup
New York
$9K -$5.31K -157 -33%
Bessemer Group
28
Bessemer Group
New Jersey
$8K
CFGS
29
Concourse Financial Group Securities
Alabama
$7K
SPIA
30
Steward Partners Investment Advisory
New York
$3K
BW
31
Bison Wealth
Georgia
$2K
William Blair & Company
32
William Blair & Company
Illinois
$1K -$2.88K -85 -79%
AP
33
Arlington Partners
Alabama
$1K
AWM
34
Avior Wealth Management
Nebraska
$1K
EWM
35
Edge Wealth Management
New York
$1K
LWM
36
Liberty Wealth Management
California
$1K
FFA
37
Founders Financial Alliance
North Carolina
$1K +$1.42K +42 New
HF
38
HRT Financial
New York
-$898K -27,156 Closed
Jane Street
39
Jane Street
New York
-$871K -25,733 Closed
RJA
40
Raymond James & Associates
Florida
-$651K -19,690 Closed
Truist Financial
41
Truist Financial
North Carolina
-$453K -13,708 Closed
QIM
42
Quantitative Investment Management
Virginia
-$352K -10,672 Closed
XS
43
XR Securities
Illinois
-$319K -9,661 Closed
JPLA
44
Joseph P. Lucia & Associates
New York
-$90K -2,707 Closed
PAG
45
Private Advisor Group
New Jersey
-$13K -378 Closed
CAN
46
Cetera Advisor Networks
California
-$5K -140 Closed
Simplex Trading
47
Simplex Trading
Illinois
-$4K -130 Closed
CWC
48
Carolinas Wealth Consulting
North Carolina
-$1K -45 Closed
IA
49
IFP Advisors
Florida
-$1.01K -30 -86%
TFA
50
Transamerica Financial Advisors
Florida
-$1K -1 Closed

XES Hedge Fund Activity: Q3 2020 in Review

41 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q3 2020, worth a combined $15.8M — down 42% from $27.4M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of XES and 2 opened new positions — a net loss of 10 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, adding an estimated $584K. The largest seller was Morgan Stanley, cutting an estimated $3.84M.

  • 41 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q3 2020, down from 51 in Q2 2020.
  • Funds reported $15.8M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q3 2020, down 42% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q3 2020 and 12 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q3 2020 was Citadel Advisors, an estimated $584K added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q3 2020 was Morgan Stanley, an estimated $3.84M sold.

Based on aggregated 13F filings for Q3 2020.