State Street Energy Select Sector SPDR ETF
1,712 hedge funds and large institutions have $22.7B invested in State Street Energy Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 695 increasing their positions, 602 reducing their positions, and 98 closing their positions.
115% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 98
38% more funds holding in top 10
Funds holding in top 10: 79 → 109 (+30)
22% more capital invested
Capital invested by funds: $18.6B → $22.7B (+$4.11B)
15% more repeat investments, than reductions
Existing positions increased: 695 | Existing positions reduced: 602
5.9% more ownership
Funds ownership: 110.84% → 116.74% (+5.9%)
6% more funds holding
Funds holding: 1,619 → 1,712 (+93)
43% less call options, than puts
Call options by funds: $5.53B | Put options by funds: $9.78B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$253M |
| 2 |
JP Morgan Chase
New York
|
+$196M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$115M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$108M |
| 5 |
D.E. Shaw & Co
New York
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$214M |
| 2 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$157M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$96.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$74.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$65.7M |
XLE Hedge Fund Activity: Q3 2023 in Review
1,712 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2023, worth a combined $22.7B — up 22% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 211 funds opened new XLE positions and 98 closed out — a net gain of 113 holders — while 695 added to existing stakes and 602 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $253M. The largest seller was Barclays, cutting an estimated $214M.
- 1,712 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2023, up from 1,619 in Q2 2023.
- Funds reported $22.7B of State Street Energy Select Sector SPDR ETF stock for Q3 2023, up 22% quarter-over-quarter.
- 211 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2023 and 98 closed out, a net change of +113 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2023 was Bank of Montreal, an estimated $253M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q3 2023 was Barclays, an estimated $214M sold.
Based on aggregated 13F filings for Q3 2023.