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

46 hedge funds and large institutions have $31.4M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.81M

9.92% less ownership

Funds ownership: 31.04%21.11% (-9.9%)

15% less funds holding

Funds holding: 5446 (-8)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

44% less capital invested

Capital invested by funds: $56.2M → $31.4M (-$24.8M)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
18
Closed
9
Calls
$2.33M
Puts
$1.81M
Net Calls
+$521K
Net Calls Change
-$791K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$5.11M +$2.59M +48,832 +109%
Morgan Stanley
2
Morgan Stanley
New York
$4.96M -$9.87M -186,486 -67%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.72M -$330K -6,225 -7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.15M +$175K +3,309 +9%
Bank of America
5
Bank of America
North Carolina
$1.96M +$441K +8,321 +30%
LPL Financial
6
LPL Financial
California
$1.57M -$207K -3,900 -12%
UBS Group
7
UBS Group
Switzerland
$1.41M +$39.8K +752 +3%
AI
8
ArchPoint Investors
Florida
$1.25M
BCM
9
Barometer Capital Management
Ontario, Canada
$1.18M
CA
10
Cetera Advisors
Colorado
$844K +$21.7K +409 +3%
Simplex Trading
11
Simplex Trading
Illinois
$825K
TRCT
12
Tower Research Capital (TRC)
New York
$692K -$470K -8,885 -41%
TFCP
13
Twin Focus Capital Partners
Massachusetts
$589K
Stifel Financial
14
Stifel Financial
Missouri
$561K -$671K -12,677 -55%
JP Morgan Chase
15
JP Morgan Chase
New York
$544K
HKAM
16
Horizon Kinetics Asset Management
New York
$394K +$32.9K +621 +9%
Two Sigma Investments
17
Two Sigma Investments
New York
$380K -$424K -8,000 -53%
DC
18
Davenport & Co
Virginia
$342K +$15.4K +290 +5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$289K
Wells Fargo
20
Wells Fargo
California
$287K -$1.81M -34,269 -87%
FTUS
21
Flow Traders U.S.
New York
$242K -$935K -17,657 -80%
CG
22
Cutler Group
California
$203K -$31.8K -600 -14%
BAM
23
Belpointe Asset Management
Nevada
$197K +$47K +888 +32%
Osaic Holdings
24
Osaic Holdings
Arizona
$171K -$25.5K -481 -13%
SPIA
25
Steward Partners Investment Advisory
New York
$103K

XES Hedge Fund Activity: Q3 2021 in Review

46 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q3 2021, worth a combined $31.4M — down 44% from $56.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of XES and 1 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 11 added.

The largest buyer was Goldman Sachs, adding an estimated $2.59M. The largest seller was Morgan Stanley, cutting an estimated $9.87M.

  • 46 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q3 2021, down from 54 in Q2 2021.
  • Funds reported $31.4M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q3 2021, down 44% quarter-over-quarter.
  • 1 fund opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q3 2021 and 9 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q3 2021 was Goldman Sachs, an estimated $2.59M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q3 2021 was Morgan Stanley, an estimated $9.87M sold.

Based on aggregated 13F filings for Q3 2021.