State Street Energy Select Sector SPDR ETF
716 hedge funds and large institutions have $9.46B invested in State Street Energy Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 88 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 283
4% less funds holding
Funds holding: 743 → 716 (-27)
5.02% less ownership
Funds ownership: 123.67% → 118.65% (-5%)
9% less capital invested
Capital invested by funds: $10.4B → $9.46B (-$971M)
12% less funds holding in top 10
Funds holding in top 10: 43 → 38 (-5)
24% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 88
36% less call options, than puts
Call options by funds: $2B | Put options by funds: $3.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$141M |
| 2 |
LC
LNZ Capital
New York
|
+$133M |
| 3 |
Millennium Management
New York
|
+$109M |
| 4 |
Rafferty Asset Management
New York
|
+$107M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$95.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$280M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$157M |
| 3 |
Citigroup
New York
|
-$152M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$140M |
| 5 |
Goldman Sachs
New York
|
-$93.9M |
XLE Hedge Fund Activity: Q2 2017 in Review
716 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2017, worth a combined $9.46B — down 9.3% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of XLE and 67 opened new positions — a net loss of 21 holders — while 283 trimmed existing stakes and 267 added.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $141M. The largest seller was Bank of America, cutting an estimated $280M.
- 716 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2017, down from 743 in Q1 2017.
- Funds reported $9.46B of State Street Energy Select Sector SPDR ETF stock for Q2 2017, down 9.3% quarter-over-quarter.
- 67 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2017 and 88 closed out, a net change of -21 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $141M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $280M sold.
Based on aggregated 13F filings for Q2 2017.