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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
Bank of America
1
Bank of America
North Carolina
$915M +$125M +7,266,380 +18%
Goldman Sachs
2
Goldman Sachs
New York
$474M +$82.2M +4,770,410 +24%
Morgan Stanley
3
Morgan Stanley
New York
$434M +$109M +6,348,904 +38%
UBS Group
4
UBS Group
Switzerland
$333M +$21.6M +1,255,216 +8%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$222M +$112M +6,500,000 +125%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$185M +$1.78M +103,526 +1%
Wells Fargo
7
Wells Fargo
California
$177M +$25M +1,448,520 +18%
Citigroup
8
Citigroup
New York
$170M +$64.8M +3,760,046 +72%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$157M +$85.1M +4,935,994 +148%
Jane Street
10
Jane Street
New York
$149M +$97.8M +5,673,262 +261%
Parallax Volatility Advisers
11
Parallax Volatility Advisers
California
$147M +$93.4M +5,421,854 +234%
Barclays
12
Barclays
United Kingdom
$145M -$85.5M -4,962,130 -39%
AL
13
Appaloosa LP
New Jersey
$118M +$108M +6,250,000 New
Ameriprise
14
Ameriprise
Minnesota
$97.8M +$19.2M +1,113,572 +27%
BCM
15
BlueCrest Capital Management
Jersey
$94.6M +$86M +4,991,330 New
OTPPB
16
Ontario Teachers' Pension Plan Board
Ontario, Canada
$93.2M +$47.4M +2,750,136 +127%
Wealthfront Advisers
17
Wealthfront Advisers
California
$93.1M +$21.7M +1,259,780 +34%
LPL Financial
18
LPL Financial
California
$89.5M +$27.5M +1,596,398 +51%
Citadel Advisors
19
Citadel Advisors
Florida
$86.7M +$20.1M +1,167,722 +34%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$84.8M +$43.3M +2,515,374 +129%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$80.6M -$161M -9,350,178 -69%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$79.2M +$724K +41,988 +1%
NM
23
NWI Management
New York
$75.8M +$68.9M +4,000,000 New
CM
24
Churchill Management
California
$73.5M +$66.9M +3,879,322 New
Truist Financial
25
Truist Financial
North Carolina
$71.8M +$28.9M +1,679,630 +80%

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.