State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
89 hedge funds and large institutions have $180M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 12 closing their positions.
97% more capital invested
Capital invested by funds: $91M → $180M (+$88.7M)
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
13% more funds holding
Funds holding: 79 → 89 (+10)
9.63% more ownership
Funds ownership: 32.56% → 42.18% (+9.6%)
43% less call options, than puts
Call options by funds: $1.7M | Put options by funds: $3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.2M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$6.06M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.57M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.45M |
| 2 |
Goldman Sachs
New York
|
-$3.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.08M |
| 4 |
HF
HRT Financial
New York
|
-$2.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.26M |
XES Hedge Fund Activity: Q3 2023 in Review
89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q3 2023, worth a combined $180M — up 97% from $91M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new XES positions and 12 closed out — a net gain of 11 holders — while 30 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $3.45M sold.
- 89 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q3 2023, up from 79 in Q2 2023.
- Funds reported $180M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q3 2023, up 97% quarter-over-quarter.
- 23 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q3 2023 and 12 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q3 2023 was Morgan Stanley, an estimated $20.4M added.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q3 2023 was Prospera Financial Services, an estimated $3.45M sold.
Based on aggregated 13F filings for Q3 2023.