State Street Energy Select Sector SPDR ETF
1,713 hedge funds and large institutions have $22.7B invested in State Street Energy Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 693 increasing their positions, 605 reducing their positions, and 98 closing their positions.
120% more capital inflows, than outflows
Capital inflows: $3.68B | Capital outflows: $1.67B
115% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 98
38% more funds holding in top 10
Funds holding in top 10: 79 → 109 (+30)
15% more repeat investments, than reductions
Existing positions increased: 693 | Existing positions reduced: 605
6% more funds holding
Funds holding: 1,620 → 1,713 (+93)
2.94% more ownership
Funds ownership: 55.43% → 58.37% (+2.9%)
43% less call options, than puts
Call options by funds: $5.53B | Put options by funds: $9.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$253M |
| 2 |
JP Morgan Chase
New York
|
+$196M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$115M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$108M |
| 5 |
D.E. Shaw & Co
New York
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$214M |
| 2 |
Phoenix Financial
Givatayim,
Israel
|
-$157M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$96.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$74.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$65.7M |
XLE Hedge Fund Activity: Q3 2023 in Review
1,713 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2023, worth a combined $22.7B — up 22% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 211 funds opened new XLE positions and 98 closed out — a net gain of 113 holders — while 693 added to existing stakes and 605 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $253M. The largest seller was Barclays, cutting an estimated $214M.
- 1,713 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2023, up from 1,620 in Q2 2023.
- Funds reported $22.7B of State Street Energy Select Sector SPDR ETF stock for Q3 2023, up 22% quarter-over-quarter.
- 211 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2023 and 98 closed out, a net change of +113 holders.
- The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2023 was Bank of Montreal, an estimated $253M added.
- The largest State Street Energy Select Sector SPDR ETF seller in Q3 2023 was Barclays, an estimated $214M sold.
Based on aggregated 13F filings for Q3 2023.