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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
ADL
701
Asset Dedication LLC
California
$12K
FPS
702
Fieldpoint Private Securities
Connecticut
$11K +$10.4K +320 New
AIP
703
Ameritas Investment Partners
Nebraska
$10K
VIA
704
Vantage Investment Advisors
Pennsylvania
$10K
LWA
705
Lowe Wealth Advisors
Maryland
$10K +$6.51K +200 +200%
PWM
706
Perigon Wealth Management
California
$10K +$9.76K +300 New
SMFG
707
Sumitomo Mitsui Financial Group
Japan
$9K +$8.13K +250 New
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.65K +266 New
DBT
709
Dubuque Bank & Trust
Iowa
$8K -$3.06K -94 -30%
LC
710
Landaas & Company
Wisconsin
$8K +$8K +246 New
LWA
711
Lenox Wealth Advisors
New York
$7K +$6.7K +206 New
JGIA
712
Jackson Grant Investment Advisers
Connecticut
$6K +$65 +2 +1%
VNA
713
Valley National Advisers
Pennsylvania
$5K
BC
714
Barnett & Company
Tennessee
$4K
PS
715
Portfolio Solutions
Michigan
$4K
TIM
716
Tortoise Investment Management
New York
$4K
CAL
717
Capital Analysts LLC
Pennsylvania
$4K +$3.45K +106 New
AIS
718
Accurate Investment Solutions
Pennsylvania
$1K
ACM
719
Armbruster Capital Management
New York
$1K
MRCM
720
M&R Capital Management
New Jersey
$1K
NC
721
NewSquare Capital
Pennsylvania
$1K
BWL
722
Bogart Wealth LLC
Virginia
$1K +$911 +28 New
RFM
723
Royal Fund Management
Florida
$1K +$1.76K +54 New
ED
724
Exane Derivatives
France
$68 -$530K -16,292 -100%
LC
725
LNZ Capital
New York
-$171M -5,265,068 Closed

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.