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State Street Energy Select Sector SPDR ETF

1,558 hedge funds and large institutions have $19.9B invested in State Street Energy Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 633 increasing their positions, 619 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.48% more ownership

Funds ownership: 110.4%119.88% (+9.5%)

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.26B)

2% more repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 619

2% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 127

2% less funds holding in top 10

Funds holding in top 10: 117115 (-2)

2% less funds holding

Funds holding: 1,5901,558 (-32)

56% less call options, than puts

Call options by funds: $4.84B | Put options by funds: $11.1B

Holders
1,558
Holders Change
-32
Holders Change %
-2.01%
% of All Funds
26.84%
Holding in Top 10
115
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.71%
% of All Funds
1.98%
New
124
Increased
633
Reduced
619
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
76
TD Asset Management
Ontario, Canada
$32.1M
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$31.8M +$23.7M +626,812 +244%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$31.8M +$3.87M +102,262 +13%
Lido Advisors
79
Lido Advisors
California
$31.4M +$4.29M +113,486 +15%
TWM
80
Tanglewood Wealth Management
Texas
$31.3M -$2.31M -61,034 -7%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$30.6M +$31.1M +822,262 +3,136%
KAS
82
Kestra Advisory Services
Texas
$27.8M +$2.55M +67,354 +10%
BPC
83
Banque Pictet & Cie
Switzerland
$27.5M +$25.4M +672,580 +735%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$26.3M -$18.6M -491,288 -40%
Bessemer Group
85
Bessemer Group
New Jersey
$26M -$107M -2,824,540 -80%
PAG
86
Private Advisor Group
New Jersey
$25.6M -$4.81M -127,214 -15%
PNAA
87
Pictet North America Advisors
Switzerland
$25.6M +$26.9M +710,136 New
BCP
88
Blue Chip Partners
Michigan
$25.2M +$647K +17,108 +3%
AA
89
ALPS Advisors
Colorado
$25.2M +$6.58M +174,052 +33%
D
90
Diversified
Delaware
$25.1M +$5.47M +144,638 +26%
GC
91
Grimes & Company
Massachusetts
$24.7M +$12.1M +320,622 +88%
Citadel Advisors
92
Citadel Advisors
Florida
$24.3M -$33.8M -892,718 -57%
BHCM
93
Brevan Howard Capital Management
Jersey
$24.1M +$25.3M +668,000 New
IA
94
IFP Advisors
Florida
$24M +$1.62M +42,748 +8%
CAN
95
Cetera Advisor Networks
California
$24M +$3.22M +85,176 +15%
AWM
96
Affinity Wealth Management
Delaware
$23.5M -$183K -4,848 -0.7%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$23.4M -$13.1M -347,606 -35%
HF
98
HRT Financial
New York
$22.5M +$19.7M +522,034 +506%
KIA
99
KCM Investment Advisors
California
$21.9M +$742K +19,608 +3%
Invesco
100
Invesco
Georgia
$21.8M -$295K -7,800 -1%

XLE Hedge Fund Activity: Q3 2022 in Review

1,558 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2022, worth a combined $19.9B — up 6.7% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of XLE and 124 opened new positions — a net loss of 3 holders — while 619 trimmed existing stakes and 633 added.

The largest buyer was Morgan Stanley, adding an estimated $530M. The largest seller was Bessemer Group, cutting an estimated $107M.

  • 1,558 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2022, down from 1,590 in Q2 2022.
  • Funds reported $19.9B of State Street Energy Select Sector SPDR ETF stock for Q3 2022, up 6.7% quarter-over-quarter.
  • 124 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2022 and 127 closed out, a net change of -3 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2022 was Morgan Stanley, an estimated $530M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2022 was Bessemer Group, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2022.