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State Street Financial Select Sector SPDR ETF

815 hedge funds and large institutions have $16.7B invested in State Street Financial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 287

16% more capital invested

Capital invested by funds: $14.4B → $16.7B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

1.93% more ownership

Funds ownership: 60.73%62.66% (+1.9%)

2% more funds holding

Funds holding: 800815 (+15)

12% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $4.26B

Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
476
Wintrust Investments
Illinois
$980K +$175K +7,026 +23%
Cetera Investment Advisers
477
Cetera Investment Advisers
Illinois
$975K +$81.9K +3,283 +10%
Mariner
478
Mariner
Kansas
$975K +$171K +6,851 +22%
RIA
479
Regal Investment Advisors
Michigan
$968K -$45.8K -1,837 -5%
UR
480
USCA RIA
Texas
$948K
BCP
481
Berkeley Capital Partners
Georgia
$947K -$591K -23,691 -39%
WB
482
WesBanco Bank
West Virginia
$919K +$173K +6,942 +24%
WT
483
Whittier Trust
California
$900K +$466K +18,680 +116%
MBT
484
Montecito Bank & Trust
California
$898K +$16.1K +645 +2%
IP
485
Intellectus Partners
California
$878K +$66.7K +2,673 +9%
MCM
486
Millie Capital Management
California
$875K
AIM
487
Advantage Investment Management
Iowa
$869K +$199K +7,965 +31%
WCM
488
Weatherstone Capital Management
Colorado
$865K -$2.29K -92 -0.3%
SCM
489
SOL Capital Management
Maryland
$864K
HCM
490
Hollencrest Capital Management
California
$857K +$22.5K +902 +3%
CCMD
491
Cypress Capital Management (Delaware)
Delaware
$855K +$46.6K +1,869 +6%
Verition Fund Management
492
Verition Fund Management
Connecticut
$850K +$820K +32,852 New
WCM
493
Windsor Capital Management
Arizona
$846K
EWA
494
Exencial Wealth Advisors
Oklahoma
$844K -$16K -643 -2%
HCC
495
Hirtle Callaghan & Co
Pennsylvania
$839K
BAM
496
Belpointe Asset Management
Nevada
$835K +$806K +32,298 New
BLA
497
Balter Liquid Alternatives
Massachusetts
$831K +$20.7M +831,039 New
SAM
498
Solaris Asset Management
New York
$829K -$2.5K -100 -0.3%
HFA
499
High Falls Advisors
New York
$827K +$495K +19,833 +163%
BO
500
Bach Option
Hong Kong
$823K -$477K -19,127 -38%

XLF Hedge Fund Activity: Q3 2017 in Review

815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2017, worth a combined $16.7B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XLF positions and 60 closed out — a net gain of 24 holders — while 339 added to existing stakes and 287 trimmed.

The largest buyer was Bank of America, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 815 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2017, up from 800 in Q2 2017.
  • Funds reported $16.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2017 and 60 closed out, a net change of +24 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.01B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2017 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2017.