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State Street Energy Select Sector SPDR ETF

724 hedge funds and large institutions have $10.2B invested in State Street Energy Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

8% more capital invested

Capital invested by funds: $9.46B → $10.2B (+$743M)

4.77% more ownership

Funds ownership: 118.65%123.42% (+4.8%)

1% more funds holding

Funds holding: 716724 (+8)

7% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 280

18% less call options, than puts

Call options by funds: $2.56B | Put options by funds: $3.11B

Holders
724
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
18.05%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.22%
New
86
Increased
261
Reduced
280
Closed
72
Calls
$2.56B
Puts
$3.11B
Net Calls
-$546M
Net Calls Change
+$601M
Name Holding Trade Value Shares
Change
Change in
Stake
HCIA
251
Hochman Cole Investment Advisors
Illinois
$1.87M -$185K -5,696 -9%
GWM
252
Greenwich Wealth Management
Connecticut
$1.87M +$138K +4,240 +8%
AMG
253
Asset Management Group
Connecticut
$1.86M +$140K +4,312 +9%
PWAP
254
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.83M +$10.4K +320 +0.6%
PP
255
Patten & Patten
Tennessee
$1.81M -$751K -23,090 -30%
BFIC
256
Bedell Frazier Investment Counselling
California
$1.79M +$3.25K +100 +0.2%
PCP
257
Proficio Capital Partners
Massachusetts
$1.79M +$260K +8,000 +18%
TNAM
258
Terra Nova Asset Management
New York
$1.78M -$32.5K -1,000 -2%
VM
259
VPR Management
Texas
$1.78M +$1.69M +52,000 New
HCMT
260
Highland Capital Management (Tennessee)
Tennessee
$1.75M -$110K -3,370 -6%
NEPWA
261
New England Private Wealth Advisors
Massachusetts
$1.75M -$720K -22,120 -30%
DADC
262
D.A. Davidson & Co
Montana
$1.73M +$67K +2,060 +4%
WSFS
263
Wilmington Savings Fund Society
Delaware
$1.71M -$316K -9,704 -16%
BRWA
264
B. Riley Wealth Advisors
Florida
$1.68M +$287K +8,828 +22%
AssetMark Inc
265
AssetMark Inc
California
$1.67M -$45.6K -1,402 -3%
TFA
266
Toth Financial Advisory
Virginia
$1.66M +$41.9K +1,288 +3%
ICM
267
Ionic Capital Management
New York
$1.64M +$1.56M +47,862 New
VFPI
268
Vantage Financial Partners (Illinois)
Illinois
$1.64M -$599K -18,400 -28%
SPIA
269
Steward Partners Investment Advisory
New York
$1.64M +$1.37K +42 +0.1%
KF
270
Krilogy Financial
Missouri
$1.62M +$46.7K +1,436 +3%
PAM
271
PVG Asset Management
Colorado
$1.61M -$295K -9,080 -16%
UBG
272
United Bank (Georgia)
Georgia
$1.57M +$45.2K +1,388 +3%
IFWM
273
Institute for Wealth Management
Colorado
$1.55M -$92.8K -2,852 -6%
WCM
274
Windsor Capital Management
Arizona
$1.54M
AIP
275
ARS Investment Partners
New York
$1.52M +$29.4K +904 +2%

XLE Hedge Fund Activity: Q3 2017 in Review

724 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2017, worth a combined $10.2B — up 7.9% from $9.46B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XLE positions and 72 closed out — a net gain of 14 holders — while 261 added to existing stakes and 280 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was Susquehanna International Group, cutting an estimated $129M.

  • 724 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2017, up from 716 in Q2 2017.
  • Funds reported $10.2B of State Street Energy Select Sector SPDR ETF stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 86 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2017 and 72 closed out, a net change of +14 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2017 was Fidelity Investments, an estimated $345M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2017 was Susquehanna International Group, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2017.