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State Street Energy Select Sector SPDR ETF

876 hedge funds and large institutions have $12.9B invested in State Street Energy Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

26% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 276

21% more funds holding in top 10

Funds holding in top 10: 4858 (+10)

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$2B)

7.69% more ownership

Funds ownership: 126.48%134.17% (+7.7%)

6% more funds holding

Funds holding: 827876 (+49)

11% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.11B

Holders
876
Holders Change
+49
Holders Change %
+5.93%
% of All Funds
20.05%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
451
Visionary Asset Management
Texas
$749K -$129K -3,478 -15%
HFA
452
High Falls Advisors
New York
$749K +$733K +19,724 New
KJWM
453
Kiley Juergens Wealth Management
Washington
$746K -$1.11K -30 -0.2%
PAM
454
Palisade Asset Management
Minnesota
$739K +$5.57K +150 +0.8%
FTS
455
Fifth Third Securities
Ohio
$738K +$178K +4,782 +33%
EIA
456
Eldridge Investment Advisors
New Hampshire
$736K +$320K +8,604 +80%
Koshinski Asset Management
457
Koshinski Asset Management
Illinois
$734K +$75.3K +2,026 +12%
IC
458
Iconiq Capital
California
$733K -$4.52M -121,650 -86%
BCM
459
Boltwood Capital Management
California
$733K -$4.09K -110 -0.6%
GCM
460
Graham Capital Management
Connecticut
$721K -$55.7M -1,499,566 -99%
LFM
461
Lumina Fund Management
New York
$721K -$2.95M -79,400 -81%
AC
462
AFAM Capital
Texas
$720K -$11.2M -301,148 -94%
GCMG
463
Gyroscope Capital Management Group
Florida
$718K +$32.2K +866 +5%
PWM
464
Paulson Wealth Management
Illinois
$716K -$37K -996 -5%
ALIONA
465
Allianz Life Insurance of North America
Minnesota
$707K +$105K +2,826 +18%
B
466
Bailard
California
$706K -$1.41K -38 -0.2%
SS
467
Sunbelt Securities
Texas
$698K -$145K -3,902 -18%
MYIA
468
Mount Yale Investment Advisors
Colorado
$697K +$13.5K +364 +2%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$688K -$69.6K -1,872 -9%
LCM
470
Lucas Capital Management
New Jersey
$682K -$86K -2,314 -11%
DLCIG
471
D.L. Carlson Investment Group
New Hampshire
$682K -$9.29K -250 -1%
MCP
472
Mirador Capital Partners
California
$676K +$595 +16 +0.1%
VDI
473
Vaughan David Investments
Illinois
$674K +$336K +9,040 +104%
AC
474
Abbrea Capital
California
$671K +$19.7K +530 +3%
WI
475
WrapManager Inc
California
$668K +$653K +17,584 New

XLE Hedge Fund Activity: Q2 2018 in Review

876 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2018, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLE positions and 73 closed out — a net gain of 56 holders — while 347 added to existing stakes and 276 trimmed.

The largest buyer was Quantitative Investment Management, adding an estimated $216M. The largest seller was Altshuler Shaham, cutting an estimated $121M.

  • 876 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2018, up from 827 in Q1 2018.
  • Funds reported $12.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 129 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2018 and 73 closed out, a net change of +56 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2018 was Quantitative Investment Management, an estimated $216M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2018 was Altshuler Shaham, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2018.