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State Street Energy Select Sector SPDR ETF

753 hedge funds and large institutions have $4.63B invested in State Street Energy Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 275 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 275

7% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.47B

1.98% less ownership

Funds ownership: 110.64%108.66% (-2%)

8% less funds holding

Funds holding: 815753 (-62)

20% less capital invested

Capital invested by funds: $5.78B → $4.63B (-$1.15B)

36% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 146

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
753
Holders Change
-62
Holders Change %
-7.61%
% of All Funds
15.19%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.24%
New
93
Increased
295
Reduced
275
Closed
146
Calls
$1.37B
Puts
$1.47B
Net Calls
-$98.4M
Net Calls Change
-$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$4.4M +$327K +18,410 +7%
FMLI
102
Fukoku Mutual Life Insurance
Japan
$4.34M
CWM
103
Chicago Wealth Management
Illinois
$4.33M +$217K +12,212 +4%
FIB
104
First Interstate Bank
Montana
$4.32M -$190K -10,710 -4%
DY
105
Dowling & Yahnke
California
$4.27M +$263K +14,794 +5%
CM
106
Capula Management
Cayman Islands
$4.26M -$38.9M -2,189,564 -89%
SCCM
107
Schafer Cullen Capital Management
New York
$4.2M +$4.76M +268,208 +2,201%
MD
108
Money Design
Japan
$4.09M -$449K -25,286 -8%
HP
109
Hound Partners
New York
$4.01M +$16.3K +920 +0.3%
KeyBank National Association
110
KeyBank National Association
Ohio
$3.96M -$1.83M -102,998 -28%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$3.76M -$409K -23,050 -8%
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$3.65M +$4.33M +244,000 New
Creative Planning
113
Creative Planning
Kansas
$3.65M +$873K +49,156 +25%
Mariner
114
Mariner
Kansas
$3.49M -$1.12M -63,144 -21%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$3.48M +$858K +48,294 +26%
CCM
116
Chiron Capital Management
Florida
$3.44M +$4.08M +229,954 New
PIN
117
Prudent Investors Network
California
$3.4M +$293K +16,480 +8%
FSC
118
Full Sail Capital
Oklahoma
$3.28M -$577K -32,492 -13%
Marshall Wace
119
Marshall Wace
United Kingdom
$3.28M +$3.45M +194,412 +795%
WA
120
WP Advisors
California
$3.26M +$475K +26,776 +14%
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$3.23M +$3.58M +201,608 +1,434%
AWM
122
AE Wealth Management
Kansas
$3.2M -$269K -15,142 -7%
VFA
123
Voya Financial Advisors
Connecticut
$3.2M +$91K +5,126 +2%
LIM
124
Loudon Investment Management
New Hampshire
$3.15M +$274K +15,408 +40%
WANY
125
Wealthspire Advisors (New York)
New York
$3.05M -$2.31K -130 -0.1%

XLE Hedge Fund Activity: Q3 2020 in Review

753 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2020, worth a combined $4.63B — down 20% from $5.78B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of XLE and 93 opened new positions — a net loss of 53 holders — while 275 trimmed existing stakes and 295 added.

The largest buyer was Goldman Sachs, adding an estimated $123M. The largest seller was Jane Street, cutting an estimated $145M.

  • 753 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2020, down from 815 in Q2 2020.
  • Funds reported $4.63B of State Street Energy Select Sector SPDR ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 93 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2020 and 146 closed out, a net change of -53 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2020 was Goldman Sachs, an estimated $123M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2020 was Jane Street, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2020.