State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
45 hedge funds and large institutions have $34.3M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 8 closing their positions.
117% more capital invested
Capital invested by funds: $15.8M → $34.3M (+$18.5M)
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
10% more funds holding
Funds holding: 41 → 45 (+4)
6.32% more ownership
Funds ownership: 20.01% → 26.33% (+6.3%)
34% less call options, than puts
Call options by funds: $274K | Put options by funds: $417K
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
+$4.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.6M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$1.37M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.13M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$956K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.43M |
| 2 |
JP Morgan Chase
New York
|
-$737K |
| 3 |
FBA
Front Barnett Associates
Chicago,
Illinois
|
-$656K |
| 4 |
Morgan Stanley
New York
|
-$473K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$419K |
XES Hedge Fund Activity: Q4 2020 in Review
45 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q4 2020, worth a combined $34.3M — up 117% from $15.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XES positions and 8 closed out — a net gain of 4 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was EWG Elevate, opening a new position worth an estimated $4.38M. The largest seller was Bank of America, cutting an estimated $1.43M.
- 45 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q4 2020, up from 41 in Q3 2020.
- Funds reported $34.3M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q4 2020, up 117% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q4 2020 and 8 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q4 2020 was EWG Elevate, an estimated $4.38M added.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q4 2020 was Bank of America, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2020.