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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
CTA
551
Chesley Taft & Associates
Illinois
$274K
Daiwa Securities Group
552
Daiwa Securities Group
Japan
$274K +$6.51K +200 +3%
BMC
553
Beaton Management Company
Massachusetts
$274K +$52K +1,600 +25%
COLIM
554
City of London Investment Management
United Kingdom
$274K +$260K +8,000 New
CIS
555
Connors Investor Services
Pennsylvania
$274K +$260K +8,000 New
DWM
556
Doyle Wealth Management
Florida
$273K +$13.5K +414 +5%
WPW
557
Waldron Private Wealth
Pennsylvania
$271K
KCM
558
Kanawha Capital Management
Virginia
$268K
SAM
559
SignalPoint Asset Management
Missouri
$268K +$255K +7,828 New
PWMAG
560
Pinnacle Wealth Management Advisory Group
New Jersey
$265K -$4.68K -144 -2%
CA
561
Corrado Advisors
New Jersey
$264K -$60.2K -1,850 -19%
RIA
562
Regal Investment Advisors
Michigan
$263K -$11.2K -344 -4%
CI
563
Cavalier Investments
Georgia
$261K +$248K +7,612 New
BCM
564
Brookstone Capital Management
Illinois
$261K +$248K +7,614 New
AI
565
Atria Investments
North Carolina
$259K -$66.1K -2,032 -21%
FHC
566
First Heartland Consultants
Missouri
$258K -$325 -10 -0.1%
GEA
567
Glen Eagle Advisors
New Jersey
$257K -$202K -6,224 -45%
FIM
568
Freedom Investment Management
Connecticut
$257K -$5.05M -155,152 -95%
TSWM
569
Triangle Securities Wealth Management
North Carolina
$257K -$9.11K -280 -4%
GLA
570
Good Life Advisors
Pennsylvania
$256K +$245K +7,524 New
FFW
571
Fusion Family Wealth
New York
$252K -$31.5K -968 -12%
LBC
572
Lowe Brockenbrough & Co
Virginia
$250K +$31.9K +980 +16%
IFA
573
Interactive Financial Advisors
Illinois
$247K -$131K -4,042 -36%
MA
574
MCF Advisors
Kentucky
$247K -$95.8K -2,946 -29%
RIM
575
Rampart Investment Management
Connecticut
$245K +$233K +7,166 New

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.