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

86 hedge funds and large institutions have $107M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $754K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.81% less ownership

Funds ownership: 47%43.19% (-3.8%)

4% less funds holding

Funds holding: 9086 (-4)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

30% less capital invested

Capital invested by funds: $154M → $107M (-$46.9M)

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
23
Reduced
32
Closed
10
Calls
$1.75M
Puts
$754K
Net Calls
+$999K
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Canoe Financial
Alberta, Canada
$17M
Morgan Stanley
2
Morgan Stanley
New York
$11M -$3.28M -35,918 -23%
Goldman Sachs
3
Goldman Sachs
New York
$7M +$2.46M +26,867 +54%
LPL Financial
4
LPL Financial
California
$6.95M +$3.55M +38,869 +103%
Bank of America
5
Bank of America
North Carolina
$6.79M -$149K -1,630 -2%
OPOWM
6
One Plus One Wealth Management
Florida
$5.42M -$168K -1,832 -3%
JCM
7
Janney Capital Management
Pennsylvania
$4.75M -$91.1K -996 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.15M -$107K -1,171 -2%
HF
9
HRT Financial
New York
$4.09M +$711K +7,771 +21%
HKAM
10
Horizon Kinetics Asset Management
New York
$3.54M +$9.88K +108 +0.3%
Wells Fargo
11
Wells Fargo
California
$3.12M +$172K +1,879 +6%
UBS Group
12
UBS Group
Switzerland
$2.47M -$22.1K -242 -0.9%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.4M +$2.28M +24,876 +1,594%
PFS
14
Prospera Financial Services
Texas
$2.37M -$197K -2,156 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$2.03M -$1M -10,988 -33%
TRCT
16
Tower Research Capital (TRC)
New York
$1.89M +$1.19M +13,015 +167%
AGC
17
Aspen Grove Capital
Colorado
$1.78M +$5.21K +57 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.46M -$15M -163,853 -91%
PA
19
PFG Advisors
Arizona
$1.14M -$377K -4,126 -25%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.09M -$82.7K -904 -7%
GCP
21
GSA Capital Partners
United Kingdom
$1.07M +$854K +9,339 +382%
PAG
22
Private Advisor Group
New Jersey
$1.04M -$441K -4,821 -30%
FSA
23
Financial Sense Advisors
California
$937K -$26.8K -293 -3%
RJA
24
Raymond James & Associates
Florida
$925K -$6.08M -66,441 -87%
OIA
25
OneDigital Investment Advisors
Kansas
$828K -$54.7K -598 -6%

XES Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q2 2024, worth a combined $107M — down 30% from $154M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of XES and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $3.55M. The largest seller was Royal Bank of Canada, cutting an estimated $15M.

  • 86 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q2 2024, down from 90 in Q1 2024.
  • Funds reported $107M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q2 2024, down 30% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q2 2024 was LPL Financial, an estimated $3.55M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2024.