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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
VFA
776
Virtus Fund Advisers
Connecticut
-$296K -9,226 Closed
MMPW
777
Mitchell McLeod Pugh & Williams
Alabama
-$268K -8,262 Closed
EWA
778
EP Wealth Advisors
California
-$233K -7,180 Closed
JCM
779
Janney Capital Management
Pennsylvania
-$213K -6,570 Closed
CWP
780
Capital Wealth Planning
Florida
-$211K -6,510 Closed
WDL
781
Well Done LLC
Michigan
-$204K -6,274 Closed
B
782
Bridgeworth
Alabama
-$200K -6,218 Closed
ACM
783
AUA Capital Management
Pennsylvania
-$108K -3,336 Closed
HA
784
Harfst & Associates
Wyoming
-$100K -3,104 Closed
DZ Bank
785
DZ Bank
Germany
-$58K -1,800 Closed
PFO
786
Pathstone Family Office
New Jersey
-$54K -1,650 Closed
VWA
787
V Wealth Advisors
Kansas
-$45K -1,400 Closed
CWM
788
Cedar Wealth Management
California
-$38K -1,182 Closed
CPIG
789
Chicago Partners Investment Group
Illinois
-$38K -1,000 Closed
FPF
790
FNY Partners Fund
New York
-$32K -1,000 Closed
UWPG
791
Ullmann Wealth Partners Group
Florida
-$25K -800 Closed
JT
792
Jump Trading
Illinois
-$20.9K -642 Closed
BAM
793
Bruderman Asset Management
New York
-$13K -400 Closed
SIM
794
Sonora Investment Management
Arizona
-$8.31K -256 Closed
CDIA
795
Capital Directions Investment Advisors
Georgia
-$7K -202 Closed
EFSCE
796
Enterprise Financial Services Corp (EFSC)
Missouri
-$5K -164 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.