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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
WBG
51
Wharton Business Group
Pennsylvania
$28.1M -$1.79M -54,924 -6%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$27.3M -$199K -6,122 -0.8%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$26.4M +$3.77M +115,954 +18%
MCM
54
Moore Capital Management
New York
$25.7M +$22.8M +700,000 +1,400%
Bessemer Group
55
Bessemer Group
New Jersey
$25.4M +$11M +338,820 +84%
AIM
56
Assured Investment Management
New York
$25.3M +$4.51M +138,694 +23%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$24.7M -$6.28M -193,120 -21%
SGDR
58
SPX Gestao de Recursos
Brazil
$24.3M +$23.1M +710,390 New
Prudential Financial
59
Prudential Financial
New Jersey
$21.9M -$6.93M -213,060 -25%
TAM
60
Tiverton Asset Management
Delaware
$21.7M
PBT
61
Pictet Bank & Trust
Bahamas
$20.8M -$1.06M -32,476 -5%
WAM
62
Wolverine Asset Management
Illinois
$19.9M -$367K -11,280 -2%
Stifel Financial
63
Stifel Financial
Missouri
$18.8M -$2.05M -63,060 -10%
MML Investors Services
64
MML Investors Services
Massachusetts
$18.2M +$3.26M +100,122 +23%
SG Americas Securities
65
SG Americas Securities
New York
$18M +$7.15M +219,858 +72%
HIIFS
66
Harel Insurance Investments & Financial Services
Israel
$17.4M +$1.1M +33,744 +7%
US Bancorp
67
US Bancorp
Minnesota
$17.3M +$785K +24,116 +5%
NTC
68
NF Trinity Capital
Hong Kong
$17.2M
AA
69
ALPS Advisors
Colorado
$16.8M -$216K -6,626 -1%
G
70
GenTrust
Florida
$16.2M +$5.14M +158,002 +50%
KIA
71
KCM Investment Advisors
California
$15.9M +$340K +10,464 +2%
CIA
72
Capital Investment Advisors
Georgia
$15.3M +$512K +15,744 +4%
FCH
73
Freestone Capital Holdings
Washington
$15.2M +$2.89M +88,832 +25%
MM
74
Main Management
California
$15.2M -$12M -368,446 -45%
CFG
75
Citizens Financial Group
Rhode Island
$14.9M -$572K -17,582 -4%

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.