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State Street Energy Select Sector SPDR ETF

815 hedge funds and large institutions have $5.78B invested in State Street Energy Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 291 increasing their positions, 271 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 108

43% more capital invested

Capital invested by funds: $4.05B → $5.78B (+$1.73B)

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

9% more funds holding

Funds holding: 747815 (+68)

7% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 271

0% less call options, than puts

Call options by funds: $2.05B | Put options by funds: $2.05B

11.26% less ownership

Funds ownership: 121.9%110.64% (-11%)

Holders
815
Holders Change
+68
Holders Change %
+9.1%
% of All Funds
16.71%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.39%
New
183
Increased
291
Reduced
271
Closed
108
Calls
$2.05B
Puts
$2.05B
Net Calls
-$135K
Net Calls Change
-$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
76
Girard Partners
Pennsylvania
$8.61M +$4.7M +252,688 +125%
AC
77
Athanor Capital
New York
$8.37M +$8.22M +442,018 New
FWM
78
Frontier Wealth Management
Missouri
$8.15M +$1.96M +105,408 +32%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$8.05M +$7.92M +425,648 New
JMPWA
80
JP Morgan Private Wealth Advisors
California
$7.87M -$4.3M -231,020 -36%
CA
81
Capital Advantage
California
$7.67M +$7.53M +404,998 New
HighTower Advisors
82
HighTower Advisors
Illinois
$7.37M +$1.65M +88,780 +29%
HWA
83
Hilltop Wealth Advisors
North Carolina
$7.27M +$7.14M +384,096 New
Twin Tree Management
84
Twin Tree Management
Texas
$7.01M -$17.2M -927,226 -71%
Prudential Financial
85
Prudential Financial
New Jersey
$6.97M +$1.21M +64,878 +21%
KeyBank National Association
86
KeyBank National Association
Ohio
$6.95M -$213K -11,432 -3%
UCFA
87
United Capital Financial Advisors
Texas
$6.77M +$3.79M +203,870 +133%
VV
88
Verity & Verity
South Carolina
$6.75M +$7.1M +381,902 New
NFT
89
Nan Fung Trinity
Hong Kong
$6.67M
MIAN
90
Mariner Independent Advisor Network
Kansas
$6.61M +$6.1M +328,156 +1,148%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$6.41M +$1.24M +66,940 +25%
BB
92
Busey Bank
Illinois
$6.37M +$2.31M +124,172 +58%
ONB
93
Old National Bancorp
Indiana
$6.35M -$208K -11,170 -3%
UF
94
Univest Financial
Pennsylvania
$6.28M +$1.2M +64,724 +24%
BCM
95
Bluefin Capital Management
New York
$6.11M +$2.98M +160,424 +99%
ST
96
Sageworth Trust
Pennsylvania
$5.82M -$15.5M -835,300 -73%
KIA
97
KCM Investment Advisors
California
$5.79M +$282K +15,160 +5%
FIB
98
First Interstate Bank
Montana
$5.67M +$3.7M +199,196 +199%
MD
99
Money Design
Japan
$5.64M -$1.01M -54,138 -15%
LF
100
Lee Financial
Texas
$5.64M +$4.83M +259,658 +678%

XLE Hedge Fund Activity: Q2 2020 in Review

815 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2020, worth a combined $5.78B — up 43% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new XLE positions and 108 closed out — a net gain of 75 holders — while 291 added to existing stakes and 271 trimmed.

The largest buyer was Barclays, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 815 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2020, up from 747 in Q1 2020.
  • Funds reported $5.78B of State Street Energy Select Sector SPDR ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 183 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2020 and 108 closed out, a net change of +75 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2020 was Barclays, an estimated $189M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2020.