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State Street Energy Select Sector SPDR ETF

1,545 hedge funds and large institutions have $59.8B invested in State Street Energy Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 617 increasing their positions, 518 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more capital invested

Capital invested by funds: $15.2B → $59.8B (+$44.6B)

161% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 113

86% more funds holding in top 10

Funds holding in top 10: 59110 (+51)

19% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 518

12% more funds holding

Funds holding: 1,3821,545 (+163)

3.8% less ownership

Funds ownership: 116.35%112.55% (-3.8%)

57% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $7.11B

Holders
1,545
Holders Change
+163
Holders Change %
+11.79%
% of All Funds
24.37%
Holding in Top 10
110
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+86.44%
% of All Funds
1.74%
New
295
Increased
617
Reduced
518
Closed
113
Calls
$3.04B
Puts
$7.11B
Net Calls
-$4.07B
Net Calls Change
-$2.67B
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$8.87M -$798K -23,050 -9%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$8.85M -$12.6M -363,928 -61%
Manulife (Manufacturers Life Insurance)
228
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.76M -$3.1M -89,536 -28%
SMG
229
Spectrum Management Group
Indiana
$8.73M +$7.91M +228,390 New
MIAN
230
Mariner Independent Advisor Network
Kansas
$8.55M +$4.8M +138,692 +167%
TC
231
TownSquare Capital
Utah
$8.51M +$5.13M +148,208 +199%
GL
232
Graypoint LLC
New York
$8.41M +$1.2M +34,568 +19%
OAG
233
Orbis Allan Gray
Bermuda
$8.35M +$1.02M +29,366 +16%
HC
234
HNP Capital
New York
$8.33M -$211K -6,082 -3%
FWP
235
Falcon Wealth Planning
California
$8.32M -$900K -25,978 -11%
RCP
236
Rothschild Capital Partners
New York
$8.29M +$1.61M +46,596 +27%
NFC
237
Northeast Financial Consultants
Connecticut
$8.26M +$5.02M +144,940 +204%
UF
238
Univest Financial
Pennsylvania
$8.26M -$1.9M -54,910 -20%
Renaissance Technologies
239
Renaissance Technologies
New York
$8.21M +$6.61M +190,800 +795%
UBS AM
240
UBS AM
Illinois
$8.04M -$300K -8,662 -4%
OR
241
Olympiad Research
Connecticut
$8.04M +$5.08M +146,592 +230%
QAM
242
Q3 Asset Management
Michigan
$8M +$7.25M +209,184 New
SC
243
Scotia Capital
Ontario, Canada
$7.96M +$1.55M +44,624 +27%
SCM
244
SOL Capital Management
Maryland
$7.96M -$237K -6,842 -3%
APA
245
American Portfolios Advisors
New York
$7.94M -$377K -10,874 -5%
ACM
246
Anfield Capital Management
California
$7.92M +$7.17M +207,116 New
GHA
247
GW Henssler & Associates
Georgia
$7.87M -$1.52M -43,756 -18%
NCM
248
Novare Capital Management
North Carolina
$7.86M +$7.12M +205,544 New
MCM
249
Murphy Capital Management
New Jersey
$7.84M +$1.15M +33,250 +19%
WWM
250
Western Wealth Management
Colorado
$7.8M +$2.1M +60,608 +42%

XLE Hedge Fund Activity: Q1 2022 in Review

1,545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2022, worth a combined $59.8B — up 294% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 295 funds opened new XLE positions and 113 closed out — a net gain of 182 holders — while 617 added to existing stakes and 518 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $322M. The largest seller was Barclays, cutting an estimated $422M.

  • 1,545 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2022, up from 1,382 in Q4 2021.
  • Funds reported $59.8B of State Street Energy Select Sector SPDR ETF stock for Q1 2022, up 294% quarter-over-quarter.
  • 295 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2022 and 113 closed out, a net change of +182 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $322M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2022 was Barclays, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2022.