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State Street Energy Select Sector SPDR ETF

971 hedge funds and large institutions have $7.64B invested in State Street Energy Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 353 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 72

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

72% more call options, than puts

Call options by funds: $4.09B | Put options by funds: $2.38B

65% more capital invested

Capital invested by funds: $4.63B → $7.64B (+$3B)

50% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 236

29% more funds holding

Funds holding: 753971 (+218)

5.38% more ownership

Funds ownership: 108.66%114.04% (+5.4%)

Holders
971
Holders Change
+218
Holders Change %
+28.95%
% of All Funds
17.18%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
301
Increased
353
Reduced
236
Closed
72
Calls
$4.09B
Puts
$2.38B
Net Calls
+$1.72B
Net Calls Change
+$1.82B
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$70.7M +$22.9M +1,331,398 +56%
CI
27
Clal Insurance
Israel
$68.7M +$65.9M +3,824,862 +6,954%
JP Morgan Chase
28
JP Morgan Chase
New York
$67.4M -$2.01M -116,744 -3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$66.1M +$11.5M +664,554 +24%
CS
30
Credit Suisse
Switzerland
$61.6M -$11.1M -643,952 -17%
AP
31
Antipodes Partners
Australia
$58.7M +$53.3M +3,095,254 New
AIA
32
Avalon Investment & Advisory
Texas
$57M +$51.8M +3,005,420 New
TAIM
33
TD Ameritrade Investment Management
Nebraska
$51.7M -$1.65M -95,968 -3%
RBA
34
Richard Bernstein Advisors
New York
$50.2M +$1.81M +104,802 +4%
HC
35
Hamilton Capital
Ohio
$50.2M +$1.26M +72,944 +3%
MTWSIF
36
Mivtachim The Workers Social Insurance Fund
Israel
$48.4M +$44M +2,553,486 New
HighTower Advisors
37
HighTower Advisors
Illinois
$46.2M +$35.8M +2,076,878 +574%
SGI
38
Swan Global Investments
Colorado
$40.4M -$53.4M -3,100,308 -59%
Osaic Holdings
39
Osaic Holdings
Arizona
$40.3M +$13.9M +808,300 +61%
SGDR
40
SPX Gestao de Recursos
Brazil
$39.9M +$36.3M +2,106,000 New
BlackRock
41
BlackRock
New York
$38.4M +$4.83M +280,278 +16%
N
42
Natixis
France
$37.5M +$1.47M +85,248 +5%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$36.1M +$30.6M +1,778,452 +1,430%
EPFB
44
Employees Provident Fund Board
Malaysia
$35.8M
MIM
45
Morningstar Investment Management
Illinois
$32.7M +$461K +26,724 +2%
WA
46
WestEnd Advisors
North Carolina
$31.5M +$15.3M +887,826 +114%
SG Americas Securities
47
SG Americas Securities
New York
$30.3M -$56.2M -3,263,240 -67%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$29.1M +$5.88M +341,276 +29%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$26.4M +$6.79M +394,162 +39%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$25.7M +$11.7M +677,726 +124%

XLE Hedge Fund Activity: Q4 2020 in Review

971 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2020, worth a combined $7.64B — up 65% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new XLE positions and 72 closed out — a net gain of 229 holders — while 353 added to existing stakes and 236 trimmed.

The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Susquehanna International Group, cutting an estimated $161M.

  • 971 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2020, up from 753 in Q3 2020.
  • Funds reported $7.64B of State Street Energy Select Sector SPDR ETF stock for Q4 2020, up 65% quarter-over-quarter.
  • 301 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2020 and 72 closed out, a net change of +229 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2020 was Bank of America, an estimated $125M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2020 was Susquehanna International Group, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2020.