State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
91 hedge funds and large institutions have $140M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 16 closing their positions.
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
30% more capital invested
Capital invested by funds: $107M → $140M (+$32.3M)
15% more funds holding
Funds holding: 79 → 91 (+12)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
4.34% less ownership
Funds ownership: 34.39% → 30.05% (-4.3%)
11% less call options, than puts
Call options by funds: $2.02M | Put options by funds: $2.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$9.62M |
| 2 |
Goldman Sachs
New York
|
+$5.72M |
| 3 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
+$4.44M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.85M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.77M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.72M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.16M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.01M |
| 5 |
LPL Financial
San Diego,
California
|
-$854K |
XES Hedge Fund Activity: Q1 2023 in Review
91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q1 2023, worth a combined $140M — up 30% from $107M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new XES positions and 16 closed out — a net gain of 14 holders — while 21 added to existing stakes and 21 trimmed.
The largest buyer was Janney Capital Management, opening a new position worth an estimated $9.62M. The largest seller was Morgan Stanley, cutting an estimated $4.77M.
- 91 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q1 2023, up from 79 in Q4 2022.
- Funds reported $140M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q1 2023, up 30% quarter-over-quarter.
- 30 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q1 2023 and 16 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q1 2023 was Janney Capital Management, an estimated $9.62M added.
- The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q1 2023 was Morgan Stanley, an estimated $4.77M sold.
Based on aggregated 13F filings for Q1 2023.