State Street Energy Select Sector SPDR ETF
747 hedge funds and large institutions have $4.07B invested in State Street Energy Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 305 increasing their positions, 223 reducing their positions, and 281 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 223
6% more call options, than puts
Call options by funds: $1.44B | Put options by funds: $1.37B
5.97% less ownership
Funds ownership: 127.87% → 121.9% (-6%)
16% less funds holding
Funds holding: 892 → 747 (-145)
41% less capital invested
Capital invested by funds: $6.87B → $4.07B (-$2.8B)
46% less first-time investments, than exits
New positions opened: 151 | Existing positions closed: 281
50% less funds holding in top 10
Funds holding in top 10: 30 → 15 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$299M |
| 2 |
Morgan Stanley
New York
|
+$258M |
| 3 |
Jane Street
New York
|
+$153M |
| 4 |
JP Morgan Chase
New York
|
+$149M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NM
NWI Management
New York
|
-$153M |
| 2 |
Two Sigma Investments
New York
|
-$111M |
| 3 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$81.5M |
| 4 |
GCM
Graham Capital Management
Rowayton,
Connecticut
|
-$80.3M |
| 5 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$52.4M |
XLE Hedge Fund Activity: Q1 2020 in Review
747 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2020, worth a combined $4.07B — down 41% from $6.87B a quarter earlier.
Sellers outnumbered buyers: 281 funds closed out of XLE and 151 opened new positions — a net loss of 130 holders — while 223 trimmed existing stakes and 305 added.
The largest buyer was Bank of America, adding an estimated $299M. The largest seller was NWI Management, exiting entirely with an estimated $153M sold.
- 747 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2020, down from 892 in Q4 2019.
- Funds reported $4.07B of State Street Energy Select Sector SPDR ETF stock for Q1 2020, down 41% quarter-over-quarter.
- 151 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2020 and 281 closed out, a net change of -130 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2020 was Bank of America, an estimated $299M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q1 2020 was NWI Management, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2020.