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State Street Financial Select Sector SPDR ETF

988 hedge funds and large institutions have $14.3B invested in State Street Financial Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 250 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 67

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

1% more funds holding

Funds holding: 977988 (+11)

1.42% less ownership

Funds ownership: 65.96%64.55% (-1.4%)

9% less capital invested

Capital invested by funds: $15.8B → $14.3B (-$1.42B)

49% less repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 486

67% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $5.02B

Holders
988
Holders Change
+11
Holders Change %
+1.13%
% of All Funds
21.66%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.34%
New
87
Increased
250
Reduced
486
Closed
67
Calls
$1.68B
Puts
$5.02B
Net Calls
-$3.35B
Net Calls Change
-$453M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.7M -$2.95M -107,009 -4%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$79.8M +$913K +33,092 +1%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$79.5M +$71.8M +2,601,420 +1,095%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$78.1M -$53.9M -1,952,264 -41%
UBS AM
30
UBS AM
Illinois
$75.8M -$4M -144,882 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$75.5M -$15.6M -566,498 -17%
ECP
32
Empyrean Capital Partners
California
$75M -$35.7M -1,291,929 -33%
SOMRS
33
State of Michigan Retirement System
Michigan
$74.6M
MMEA
34
Main Management ETF Advisors
California
$73.5M +$3.52M +127,500 +5%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$72.4M -$5M -181,166 -7%
MM
36
Main Management
California
$63.1M -$228K -8,274 -0.4%
TAS
37
TIFF Advisory Services
Pennsylvania
$60.2M
AII
38
AGF Investments Inc
Ontario, Canada
$58.1M -$1.93M -70,014 -3%
GC
39
Gillson Capital
Illinois
$57.8M +$56.9M +2,062,953 New
AAS
40
Annex Advisory Services
Wisconsin
$51.2M +$2.26M +82,004 +5%
CIA
41
Capital Investment Advisors
Georgia
$48.9M +$681K +24,684 +1%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$48.7M -$2.67M -96,628 -5%
RJA
43
Raymond James & Associates
Florida
$47.7M -$128K -4,639 -0.3%
Northern Trust
44
Northern Trust
Illinois
$47.5M -$1.76M -63,792 -4%
HighTower Advisors
45
HighTower Advisors
Illinois
$47.1M +$3.6M +130,236 +8%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$44.1M +$22.7M +822,470 +109%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$43.2M -$1.33M -48,334 -3%
CS
48
Credit Suisse
Switzerland
$43.1M +$25.3M +916,178 +147%
BB
49
Bell Bank
North Dakota
$42M +$41.4M +1,499,435 New
UCFA
50
United Capital Financial Advisors
Texas
$39.1M -$1.16M -41,850 -3%

XLF Hedge Fund Activity: Q3 2019 in Review

988 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2019, worth a combined $14.3B — down 9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new XLF positions and 67 closed out — a net gain of 20 holders — while 250 added to existing stakes and 486 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $276M. The largest seller was Bank of America, cutting an estimated $1.16B.

  • 988 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2019, up from 977 in Q2 2019.
  • Funds reported $14.3B of State Street Financial Select Sector SPDR ETF stock for Q3 2019, down 9% quarter-over-quarter.
  • 87 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2019 and 67 closed out, a net change of +20 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $276M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2019 was Bank of America, an estimated $1.16B sold.

Based on aggregated 13F filings for Q3 2019.