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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
WA
1
WestEnd Advisors
North Carolina
$39.2B -$48M -1,385,710 Closed
Bank of America
2
Bank of America
North Carolina
$3.51B +$146M +4,206,030 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.3B +$153M +4,415,402 +15%
Goldman Sachs
4
Goldman Sachs
New York
$844M -$12.5M -362,090 -2%
UBS Group
5
UBS Group
Switzerland
$610M +$31.4M +905,322 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$575M +$154M +4,444,482 +42%
Wells Fargo
7
Wells Fargo
California
$556M +$67.4M +1,946,334 +15%
LPL Financial
8
LPL Financial
California
$490M +$152M +4,380,422 +52%
Ameriprise
9
Ameriprise
Minnesota
$403M -$18.6M -535,926 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$349M -$104M -2,994,254 -25%
CI
11
Clal Insurance
Israel
$343M -$119M -3,442,000 -28%
Barclays
12
Barclays
United Kingdom
$326M -$422M -12,192,930 -59%
Citigroup
13
Citigroup
New York
$313M -$678K -19,566 -0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$270M -$847K -24,450 -0.3%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$239M -$46.8M -1,351,224 -18%
Charles Schwab
16
Charles Schwab
California
$231M -$6.76M -195,312 -3%
CM
17
Churchill Management
California
$216M -$160K -4,608 -0.1%
Citadel Advisors
18
Citadel Advisors
Florida
$209M +$61.8M +1,785,734 +48%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$200M +$18.8M +543,740 +12%
HC
20
Hamilton Capital
Ohio
$197M -$59.4M -1,715,948 -25%
RJA
21
Raymond James & Associates
Florida
$194M +$7.26M +209,584 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$178M +$8.98M +259,210 +6%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$168M +$152M +4,400,000 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$167M -$7.82M -225,918 -5%
SC
25
Sculptor Capital
New York
$166M +$26.5M +766,108 +21%

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.