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

79 hedge funds and large institutions have $91M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $1.6M

2.51% more ownership

Funds ownership: 30.05%32.56% (+2.5%)

13% less funds holding

Funds holding: 9179 (-12)

35% less capital invested

Capital invested by funds: $140M → $91M (-$48.7M)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
79
Holders Change
-12
Holders Change %
-13.19%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
28
Closed
23
Calls
$1.92M
Puts
$1.6M
Net Calls
+$319K
Net Calls Change
+$575K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.3M -$6.31M -85,800 -32%
LPL Financial
2
LPL Financial
California
$11.2M -$1.18M -16,100 -10%
JCM
3
Janney Capital Management
Pennsylvania
$8.88M -$264K -3,593 -3%
Bank of America
4
Bank of America
North Carolina
$3.98M -$242K -3,286 -6%
PFS
5
Prospera Financial Services
Texas
$3.45M +$830K +11,284 +34%
Two Sigma Investments
6
Two Sigma Investments
New York
$3.39M +$1.73M +23,500 +118%
Goldman Sachs
7
Goldman Sachs
New York
$3.34M -$2.66M -36,104 -46%
Citadel Advisors
8
Citadel Advisors
Florida
$3M -$65.6K -892 -2%
HKAM
9
Horizon Kinetics Asset Management
New York
$2.97M +$631K +8,577 +29%
William Blair & Company
10
William Blair & Company
Illinois
$2.81M +$3.53K +48 +0.1%
HF
11
HRT Financial
New York
$2.75M -$1.27M -17,244 -33%
UBS Group
12
UBS Group
Switzerland
$2.36M -$1.17M -15,963 -35%
Wells Fargo
13
Wells Fargo
California
$2.26M -$2.69M -36,645 -56%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.95M -$2.91M -39,565 -61%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.95M -$105K -1,431 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.69M -$7.63M -103,691 -83%
AGC
17
Aspen Grove Capital
Colorado
$1.52M +$2.72K +37 +0.2%
FSA
18
Financial Sense Advisors
California
$1.24M +$1.62K +22 +0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.14M +$15.1K +205 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.12M -$333K -4,529 -24%
RJA
21
Raymond James & Associates
Florida
$1.12M +$588K +7,993 +127%
Wealthfront Advisers
22
Wealthfront Advisers
California
$1.02M +$262K +3,567 +37%
CA
23
Cetera Advisors
Colorado
$995K -$41.1K -559 -4%
KWM
24
Kingsview Wealth Management
Oregon
$951K +$895K +12,171 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$944K +$9.49K +129 +1%

XES Hedge Fund Activity: Q2 2023 in Review

79 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q2 2023, worth a combined $91M — down 35% from $140M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of XES and 12 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 18 added.

The largest buyer was Two Sigma Investments, adding an estimated $1.73M. The largest seller was Royal Bank of Canada, cutting an estimated $7.63M.

  • 79 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q2 2023, down from 91 in Q1 2023.
  • Funds reported $91M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q2 2023, down 35% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q2 2023 and 23 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q2 2023 was Two Sigma Investments, an estimated $1.73M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $7.63M sold.

Based on aggregated 13F filings for Q2 2023.