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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
EWM
626
Evercore Wealth Management
New York
$98K +$2.28K +70 +3%
RIA
627
RPG Investment Advisory
California
$90K +$29.9K +920 +53%
MAM
628
Meeder Asset Management
Ohio
$87K -$74.6K -2,292 -47%
AF
629
Allworth Financial
California
$86K +$59.9K +1,842 +281%
CB
630
Community Bank
New York
$85K +$31.9K +980 +65%
BG
631
Bollard Group
Massachusetts
$82K -$657K -20,200 -89%
QCG
632
Quadrant Capital Group
Ohio
$82K +$976 +30 +1%
Invesco
633
Invesco
Georgia
$80K +$76K +2,336 New
PCFFS
634
Pacific Center for Financial Services
California
$79K +$65 +2 +0.1%
HDIM
635
Hanson & Doremus Investment Management
Vermont
$75K
VC
636
Vestor Capital
Illinois
$73K +$69.6K +2,140 New
CIM
637
Contravisory Investment Management
Massachusetts
$68K +$64.5K +1,984 New
WAS
638
Winch Advisory Services
Wisconsin
$64K -$336K -10,314 -85%
BP
639
Ballentine Partners
Massachusetts
$63K
CWM
640
Catamount Wealth Management
Connecticut
$62K -$2.3M -70,824 -98%
FMTCOCP
641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59.9K
FCMT
642
Founders Capital Management (Texas)
Texas
$55K
HCM
643
Highlander Capital Management
New Jersey
$55K
JFA
644
JNBA Financial Advisors
Minnesota
$55K
CHP
645
Cable Hill Partners
Oregon
$54K +$45.5K +1,400 +795%
OC
646
Oakworth Capital
Alabama
$53K +$49.1K +1,510 +803%
WOC
647
West Oak Capital
California
$51K
BA
648
Bristlecone Advisors
Washington
$49K +$46.8K +1,440 New
WTB
649
Washington Trust Bank
Washington
$48K +$9.24K +284 +25%
CHC
650
City Holding Co
West Virginia
$47K

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.