State Street Energy Select Sector SPDR ETF
1,780 hedge funds and large institutions have $21.7B invested in State Street Energy Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 682 increasing their positions, 674 reducing their positions, and 158 closing their positions.
58% more first-time investments, than exits
New positions opened: 250 | Existing positions closed: 158
4% more funds holding
Funds holding: 1,712 → 1,780 (+68)
2.58% more ownership
Funds ownership: 116.74% → 119.32% (+2.6%)
1% more repeat investments, than reductions
Existing positions increased: 682 | Existing positions reduced: 674
4% less capital invested
Capital invested by funds: $22.7B → $21.7B (-$1.01B)
21% less funds holding in top 10
Funds holding in top 10: 109 → 86 (-23)
47% less call options, than puts
Call options by funds: $4.4B | Put options by funds: $8.32B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.33B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
| 3 |
Jane Street
New York
|
+$128M |
| 4 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$110M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$230M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$103M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$99.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$86M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$83.9M |
XLE Hedge Fund Activity: Q4 2023 in Review
1,780 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2023, worth a combined $21.7B — down 4.4% from $22.7B a quarter earlier.
Buyers outnumbered sellers: 250 funds opened new XLE positions and 158 closed out — a net gain of 92 holders — while 682 added to existing stakes and 674 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.33B. The largest seller was Bank of Montreal, cutting an estimated $230M.
- 1,780 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2023, up from 1,712 in Q3 2023.
- Funds reported $21.7B of State Street Energy Select Sector SPDR ETF stock for Q4 2023, down 4.4% quarter-over-quarter.
- 250 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2023 and 158 closed out, a net change of +92 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.33B added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q4 2023 was Bank of Montreal, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2023.