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State Street Energy Select Sector SPDR ETF

876 hedge funds and large institutions have $12.9B invested in State Street Energy Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

26% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 276

21% more funds holding in top 10

Funds holding in top 10: 4858 (+10)

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$2B)

7.69% more ownership

Funds ownership: 126.48%134.17% (+7.7%)

6% more funds holding

Funds holding: 827876 (+49)

11% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.11B

Holders
876
Holders Change
+49
Holders Change %
+5.93%
% of All Funds
20.05%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.33%
New
129
Increased
347
Reduced
276
Closed
73
Calls
$1.88B
Puts
$2.11B
Net Calls
-$224M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
776
City Holding Co
West Virginia
$51K
First Manhattan
777
First Manhattan
New York
$49K -$74 -2 -0.2%
NL
778
NVWM LLC
Pennsylvania
$49K
POIA
779
Pin Oak Investment Advisors
Texas
$49K +$7.43K +200 +18%
SWP
780
Strategic Wealth Partners
Ohio
$47K -$1.04K -28 -2%
GTAM
781
Global Trust Asset Management
Florida
$45K
BCI
782
Brinker Capital Investments
Pennsylvania
$44K +$39.1K +1,052 +939%
PCM
783
Princeton Capital Management
New Jersey
$43K
SQA
784
Simon Quick Advisors
New Jersey
$41K +$3.34K +90 +9%
YWP
785
YorkBridge Wealth Partners
New York
$40K
BWM
786
Baystate Wealth Management
Massachusetts
$39K -$1.78K -48 -4%
ADL
787
Asset Dedication LLC
California
$38K
ClearBridge Investments
788
ClearBridge Investments
New York
$38K
GC
789
Grace Capital
Massachusetts
$38K +$37.2K +1,000 New
ME
790
McIlrath & Eck
Washington
$37K +$21.1K +568 +141%
AIM
791
Anchor Investment Management
South Carolina
$34.9K
HT
792
Heritage Trust
Oklahoma
$33K -$1.26K -34 -4%
CAGAS
793
Capital Advisory Group Advisory Services
Minnesota
$33K +$14.9K +402 +86%
AA
794
AlphaMark Advisors
Kentucky
$32K
AWM
795
Avondale Wealth Management
Texas
$32K
PS
796
Portfolio Strategies
New York
$32K +$29.7K +800 +2,667%
AWM
797
Aevitas Wealth Management
Massachusetts
$31K +$74 +2 +0.2%
CFD
798
Creative Financial Designs
Indiana
$30K
M
799
MOTCO
Texas
$30K
FWM
800
Focused Wealth Management
New York
$30K +$149 +4 +0.5%

XLE Hedge Fund Activity: Q2 2018 in Review

876 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2018, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLE positions and 73 closed out — a net gain of 56 holders — while 347 added to existing stakes and 276 trimmed.

The largest buyer was Quantitative Investment Management, adding an estimated $216M. The largest seller was Altshuler Shaham, cutting an estimated $121M.

  • 876 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2018, up from 827 in Q1 2018.
  • Funds reported $12.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 129 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2018 and 73 closed out, a net change of +56 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2018 was Quantitative Investment Management, an estimated $216M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2018 was Altshuler Shaham, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2018.