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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
NFP
376
Narus Financial Partners
Utah
$784K +$61.5K +1,890 +9%
TPSF
377
Texas Permanent School Fund
Texas
$782K +$122K +3,754 +20%
ST
378
Sabal Trust
Florida
$777K +$36K +1,106 +5%
TAM
379
TPH Asset Management
Texas
$774K -$6.77M -208,096 -90%
FANJ
380
Financial Architects (New Jersey)
New Jersey
$767K -$36.2K -1,114 -5%
CCM
381
Covington Capital Management
California
$767K +$73.2K +2,250 +11%
HC
382
Hourglass Capital
Texas
$757K
Nomura Holdings
383
Nomura Holdings
Japan
$753K -$19.6M -601,572 -96%
PFT
384
Providence First Trust
Arizona
$740K +$3.58K +110 +0.5%
MCM
385
Manchester Capital Management
Vermont
$737K
CCMW
386
Cypress Capital Management (Wyoming)
Wyoming
$736K +$560K +17,220 +403%
RT
387
Rockland Trust
Massachusetts
$713K +$275K +8,450 +68%
VAM
388
Visionary Asset Management
Texas
$707K -$34.4K -1,056 -5%
IWM
389
IHT Wealth Management
Illinois
$707K +$6.57K +202 +1%
SFSIG
390
San Francisco Sentry Investment Group
California
$695K +$16.9K +518 +3%
AFP
391
Ausdal Financial Partners
Iowa
$694K -$146K -4,492 -18%
VC
392
Vicus Capital
Pennsylvania
$686K -$23K -708 -3%
UR
393
USCA RIA
Texas
$684K
Nomura Asset Management
394
Nomura Asset Management
Japan
$680K
NFG
395
Next Financial Group
Texas
$673K -$226K -6,956 -26%
AFNAS
396
American Financial Network Advisory Services
California
$671K +$638K +19,600 New
SCA
397
Snowden Capital Advisors
New York
$670K +$637K +19,572 New
MCM
398
MAI Capital Management
Ohio
$668K +$4.82K +148 +0.8%
SEIA
399
Signature Estate & Investment Advisors
California
$668K +$92.3K +2,838 +17%
PAMU
400
Pictet Asset Management (UK)
United Kingdom
$667K -$1.72M -52,810 -73%

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.