State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
70 hedge funds and large institutions have $114M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
56% more call options, than puts
Call options by funds: $1.89M | Put options by funds: $1.21M
17% more funds holding
Funds holding: 60 → 70 (+10)
3.52% more ownership
Funds ownership: 43.08% → 46.6% (+3.5%)
20% less capital invested
Capital invested by funds: $144M → $114M (-$29.2M)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$44.3M |
| 2 |
MIC
Maxi Investments CY
Limassol,
Cyprus
|
+$3.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.26M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.62M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NHFG
New Harbor Financial Group
Worcester,
Massachusetts
|
-$28.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.6M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.86M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.96M |
| 5 |
Morgan Stanley
New York
|
-$2.04M |
XES Hedge Fund Activity: Q2 2022 in Review
70 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q2 2022, worth a combined $114M — down 20% from $144M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new XES positions and 12 closed out — a net gain of 10 holders — while 14 added to existing stakes and 20 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $44.3M. The largest seller was New Harbor Financial Group, exiting entirely with an estimated $28.2M sold.
- 70 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q2 2022, up from 60 in Q1 2022.
- Funds reported $114M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 22 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q2 2022 and 12 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $44.3M added.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q2 2022 was New Harbor Financial Group, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2022.