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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$17.7M +$2.06M +82,442 +14%
TSS
102
Two Sigma Securities
New York
$17.2M +$16.3M +654,829 +6,643%
CANY
103
Caxton Associates (New York)
New York
$17M +$5.14M +206,111 +46%
AL
104
Aspiriant LLC
California
$16.9M -$941K -37,719 -5%
AA
105
ALPS Advisors
Colorado
$16.8M -$662K -26,528 -4%
RIG
106
RiverFront Investment Group
Virginia
$16.2M -$80.9K -3,241 -0.5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$15.9M +$15.4M +616,775 New
AIM
108
Astor Investment Management
Illinois
$15.8M -$960K -38,479 -6%
VanEck Associates
109
VanEck Associates
New York
$15.5M +$15M +601,060 New
SG
110
Swarthmore Group
Pennsylvania
$15.5M +$949K +38,025 +7%
LPC
111
Loeb Partners Corp
New York
$15.2M +$6.84M +274,200 +87%
FPCM
112
Financial Partners Capital Management
New York
$15.2M +$1.19M +47,555 +9%
ACM
113
Azimuth Capital Management
Michigan
$15.2M +$468K +18,745 +3%
BCM
114
BlueCrest Capital Management
Jersey
$14.7M -$8.35M -334,751 -37%
SLF
115
Sun Life Financial
Ontario, Canada
$14.6M -$7.34M -294,241 -34%
FANJ
116
Financial Architects (New Jersey)
New Jersey
$14.4M +$84.7K +3,393 +0.6%
Lazard Asset Management
117
Lazard Asset Management
New York
$14.1M +$2.5M +100,000 +22%
BHB
118
Bank Hapoalim BM
Israel
$14.1M +$4.87M +195,077 +56%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$14M +$1.33M +53,495 +11%
AG
120
Advisor Group
Arizona
$13.9M +$388K +15,559 +3%
BCI
121
Brinker Capital Investments
Pennsylvania
$13.9M -$13.8K -553 -0.1%
SGAM
122
Steinberg Global Asset Management
Florida
$13.8M -$37.7K -1,512 -0.3%
KIA
123
KCM Investment Advisors
California
$13.7M +$1.97M +79,075 +18%
NEIRG
124
New England Investment & Retirement Group
Massachusetts
$13.5M -$75.1K -3,009 -0.6%
NA
125
Neuburgh Advisers
California
$13.4M -$2.08M -83,266 -14%

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.