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State Street Energy Select Sector SPDR ETF

1,545 hedge funds and large institutions have $59.8B invested in State Street Energy Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 617 increasing their positions, 518 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more capital invested

Capital invested by funds: $15.2B → $59.8B (+$44.6B)

161% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 113

86% more funds holding in top 10

Funds holding in top 10: 59110 (+51)

19% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 518

12% more funds holding

Funds holding: 1,3821,545 (+163)

3.8% less ownership

Funds ownership: 116.35%112.55% (-3.8%)

57% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $7.11B

Holders
1,545
Holders Change
+163
Holders Change %
+11.79%
% of All Funds
24.37%
Holding in Top 10
110
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+86.44%
% of All Funds
1.74%
New
295
Increased
617
Reduced
518
Closed
113
Calls
$3.04B
Puts
$7.11B
Net Calls
-$4.07B
Net Calls Change
-$2.67B
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
201
Vectors Research Management
New York
$10.1M +$181K +5,234 +2%
KeyBank National Association
202
KeyBank National Association
Ohio
$10M +$147K +4,248 +2%
NA
203
NewEdge Advisors
Louisiana
$9.99M +$1.36M +39,318 +18%
SIMM
204
Stillwater Investment Management (Minnesota)
Minnesota
$9.98M +$183K +5,282 +2%
HWA
205
HCR Wealth Advisors
California
$9.93M -$13.2M -380,188 -59%
CA
206
Crumly & Associates
Illinois
$9.87M -$129K -3,732 -1%
CI
207
CPR Investments
Michigan
$9.79M +$8.87M +256,068 New
IC
208
Innealta Capital
Texas
$9.75M +$5.51M +159,166 +166%
WWM
209
WJ Wealth Management
Arizona
$9.72M +$8.82M +254,554 New
RMC
210
Regis Management Company
California
$9.7M -$2.52M -72,678 -22%
SI
211
Stephens Inc
Arkansas
$9.7M -$3.47M -100,046 -28%
FCC
212
Florin Court Capital
United Kingdom
$9.65M +$7.99M +230,800 +1,069%
BAM
213
Belpointe Asset Management
Nevada
$9.6M -$799K -23,070 -8%
MIM
214
Morningstar Investment Management
Illinois
$9.38M -$12.4M -357,758 -59%
WA
215
WBH Advisory
Maryland
$9.35M -$517K -14,936 -6%
TCBWMS
216
Texas Capital Bank Wealth Management Services
Texas
$9.31M +$3.06M +88,420 +57%
Man Group
217
Man Group
United Kingdom
$9.25M +$4.53M +130,874 +118%
CCM
218
Cadian Capital Management
New York
$9.25M +$8.38M +242,000 New
AC
219
ASB Consultores
Florida
$9.1M +$4.27M +123,198 +107%
BCM
220
Brookstone Capital Management
Illinois
$9.05M +$5.43M +156,664 +201%
NAM
221
NTV Asset Management
West Virginia
$9M +$119K +3,450 +1%
RCA
222
Resonant Capital Advisors
Wisconsin
$8.98M +$211K +6,088 +3%
BHCM
223
Brevan Howard Capital Management
Jersey
$8.95M +$6.47M +186,934 +395%
CWM
224
Chicago Wealth Management
Illinois
$8.95M +$8.11M +234,082 New
TWC
225
TD Waterhouse Canada
Ontario, Canada
$8.9M +$2.33M +67,306 +44%

XLE Hedge Fund Activity: Q1 2022 in Review

1,545 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2022, worth a combined $59.8B — up 294% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 295 funds opened new XLE positions and 113 closed out — a net gain of 182 holders — while 617 added to existing stakes and 518 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $322M. The largest seller was Barclays, cutting an estimated $422M.

  • 1,545 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2022, up from 1,382 in Q4 2021.
  • Funds reported $59.8B of State Street Energy Select Sector SPDR ETF stock for Q1 2022, up 294% quarter-over-quarter.
  • 295 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2022 and 113 closed out, a net change of +182 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $322M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2022 was Barclays, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2022.