State Street Energy Select Sector SPDR ETF
1,620 hedge funds and large institutions have $18.6B invested in State Street Energy Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 578 increasing their positions, 728 reducing their positions, and 151 closing their positions.
1.66% less ownership
Funds ownership: 57.09% → 55.43% (-1.7%)
3% less funds holding
Funds holding: 1,665 → 1,620 (-45)
18% less first-time investments, than exits
New positions opened: 124 | Existing positions closed: 151
21% less repeat investments, than reductions
Existing positions increased: 578 | Existing positions reduced: 728
21% less funds holding in top 10
Funds holding in top 10: 100 → 79 (-21)
37% less call options, than puts
Call options by funds: $3.73B | Put options by funds: $5.95B
61% less capital inflows, than outflows
Capital inflows: $1.67B | Capital outflows: $4.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$180M |
| 2 |
Phoenix Financial
Givatayim,
Israel
|
+$145M |
| 3 |
Barclays
London,
United Kingdom
|
+$100M |
| 4 |
D.E. Shaw & Co
New York
|
+$87.6M |
| 5 |
Morgan Stanley
New York
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$306M |
| 2 |
Millennium Management
New York
|
-$290M |
| 3 |
Goldman Sachs
New York
|
-$257M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$198M |
| 5 |
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$182M |
XLE Hedge Fund Activity: Q2 2023 in Review
1,620 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2023, worth a combined $18.6B — down 14% from $21.6B a quarter earlier.
Sellers outnumbered buyers: 151 funds closed out of XLE and 124 opened new positions — a net loss of 27 holders — while 728 trimmed existing stakes and 578 added.
The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $180M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $306M sold.
- 1,620 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2023, down from 1,665 in Q1 2023.
- Funds reported $18.6B of State Street Energy Select Sector SPDR ETF stock for Q2 2023, down 14% quarter-over-quarter.
- 124 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2023 and 151 closed out, a net change of -27 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2023 was Harel Insurance Investments & Financial Services, an estimated $180M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q2 2023 was Varma Mutual Pension Insurance Co, an estimated $306M sold.
Based on aggregated 13F filings for Q2 2023.