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

48 hedge funds and large institutions have $31.1M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more funds holding

Funds holding: 4648 (+2)

3.33% more ownership

Funds ownership: 21.11%24.44% (+3.3%)

1% less capital invested

Capital invested by funds: $31.4M → $31.1M (-$338K)

52% less call options, than puts

Call options by funds: $292K | Put options by funds: $612K

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
16
Closed
11
Calls
$292K
Puts
$612K
Net Calls
-$320K
Net Calls Change
-$841K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.64M
Morgan Stanley
2
Morgan Stanley
New York
$4.54M +$37.1K +678 +0.7%
TRCT
3
Tower Research Capital (TRC)
New York
$2.85M +$2.46M +44,919 +353%
TM
4
THRC Management
Texas
$2.85M +$3.15M +57,602 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.45M +$2.71M +49,579 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.41M -$2.08M -37,998 -44%
LPL Financial
7
LPL Financial
California
$1.77M +$383K +7,003 +24%
Bank of America
8
Bank of America
North Carolina
$1.76M -$20.7K -379 -1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.44M -$572K -10,452 -26%
AI
10
ArchPoint Investors
Florida
$1.14M
UBS Group
11
UBS Group
Switzerland
$1.09M -$207K -3,777 -15%
CA
12
Cetera Advisors
Colorado
$756K -$11.7K -214 -1%
TFCP
13
Twin Focus Capital Partners
Massachusetts
$515K -$21.9K -400 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$494K
HKAM
15
Horizon Kinetics Asset Management
New York
$239K -$132K -2,418 -33%
CG
16
Cutler Group
California
$234K +$54.7K +1,000 +27%
Wells Fargo
17
Wells Fargo
California
$209K -$56.5K -1,033 -20%
NCA
18
New Century Advisors
Maryland
$207K +$230K +4,200 New
WCM
19
Washburn Capital Management
Florida
$205K +$227K +4,140 New
KFGK
20
Keystone Financial Group (Kentucky)
Kentucky
$200K +$222K +4,050 New
SFM
21
Signet Financial Management
New Jersey
$150K +$166K +3,029 New
CF
22
Concorde Financial
Texas
$142K +$141K +2,571 New
BAM
23
Belpointe Asset Management
Nevada
$139K -$44.8K -819 -23%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$113K -$152K -2,784 -56%
US Bancorp
25
US Bancorp
Minnesota
$108K +$120K +2,185 New

XES Hedge Fund Activity: Q4 2021 in Review

48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q4 2021, worth a combined $31.1M — down 1.1% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XES positions and 11 closed out — a net gain of 2 holders — while 7 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.71M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.

  • 48 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $31.1M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q4 2021, down 1.1% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q4 2021 and 11 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q4 2021 was Citadel Advisors, an estimated $2.71M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2021.