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State Street Energy Select Sector SPDR ETF

971 hedge funds and large institutions have $7.64B invested in State Street Energy Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 353 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 72

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

72% more call options, than puts

Call options by funds: $4.09B | Put options by funds: $2.38B

65% more capital invested

Capital invested by funds: $4.63B → $7.64B (+$3B)

50% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 236

29% more funds holding

Funds holding: 753971 (+218)

5.38% more ownership

Funds ownership: 108.66%114.04% (+5.4%)

Holders
971
Holders Change
+218
Holders Change %
+28.95%
% of All Funds
17.18%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
301
Increased
353
Reduced
236
Closed
72
Calls
$4.09B
Puts
$2.38B
Net Calls
+$1.72B
Net Calls Change
+$1.82B
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
201
Vectors Research Management
New York
$3.76M +$2M +116,184 +141%
Janus Henderson Group
202
Janus Henderson Group
United Kingdom
$3.72M +$3.39M +196,470 New
MHS
203
M Holdings Securities
Oregon
$3.72M +$599K +34,752 +22%
IAN
204
Integrated Advisors Network
Texas
$3.71M +$3.37M +195,764 New
CIA
205
Capital Investment Advisors
Georgia
$3.69M -$140K -8,144 -4%
SSG
206
Summit Securities Group
New York
$3.65M +$3.32M +192,400 New
PFPT
207
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.63M +$3.29M +190,800 +16,563%
LIA
208
Luken Investment Analytics
Tennessee
$3.59M +$3.26M +189,394 New
EP
209
Edgestream Partners
New Jersey
$3.59M +$1.1M +63,796 +51%
BPB
210
Badgley, Phelps & Bell
Washington
$3.59M +$3.26M +189,210 New
WA
211
WBH Advisory
Maryland
$3.49M -$266K -15,432 -9%
IP
212
Isthmus Partners
Wisconsin
$3.48M +$3.16M +183,388 New
CCM
213
Chiron Capital Management
Florida
$3.45M -$823K -47,774 -21%
FS
214
Ferguson Shapiro
Georgia
$3.43M +$3.12M +181,240 New
HIIFS
215
Harel Insurance Investments & Financial Services
Israel
$3.41M +$994K +57,702 +364%
AI
216
Atom Investors
Texas
$3.35M +$3.05M +177,000 New
William Blair & Company
217
William Blair & Company
Illinois
$3.31M +$2.24M +129,926 +289%
Squarepoint
218
Squarepoint
New York
$3.3M +$3M +174,136 New
IMOV
219
Investment Management of Virginia
Virginia
$3.28M +$2.98M +172,934 New
BCI
220
Brinker Capital Investments
Pennsylvania
$3.25M +$2.95M +171,388 New
VAS
221
Vestmark Advisory Solutions
Massachusetts
$3.21M +$1.57M +91,014 +116%
ETI
222
Enterprise Trust & Investment
California
$3.2M -$175K -10,158 -6%
HC
223
HNP Capital
New York
$3.15M +$1.44M +83,646 +101%
AA
224
Ancora Advisors
Ohio
$3.15M +$2.64M +153,068 +1,170%
ACI
225
Alpha Cubed Investments
California
$3.15M +$2.86M +166,138 New

XLE Hedge Fund Activity: Q4 2020 in Review

971 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2020, worth a combined $7.64B — up 65% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new XLE positions and 72 closed out — a net gain of 229 holders — while 353 added to existing stakes and 236 trimmed.

The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Susquehanna International Group, cutting an estimated $161M.

  • 971 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2020, up from 753 in Q3 2020.
  • Funds reported $7.64B of State Street Energy Select Sector SPDR ETF stock for Q4 2020, up 65% quarter-over-quarter.
  • 301 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2020 and 72 closed out, a net change of +229 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2020 was Bank of America, an estimated $125M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2020 was Susquehanna International Group, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2020.