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State Street Financial Select Sector SPDR ETF

994 hedge funds and large institutions have $12B invested in State Street Financial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 331 increasing their positions, 400 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 112

2% more funds holding

Funds holding: 972994 (+22)

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$331M)

2.72% less ownership

Funds ownership: 75.58%72.86% (-2.7%)

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

17% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 400

23% less call options, than puts

Call options by funds: $4.06B | Put options by funds: $5.26B

Holders
994
Holders Change
+22
Holders Change %
+2.26%
% of All Funds
20.38%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.72%
New
143
Increased
331
Reduced
400
Closed
112
Calls
$4.06B
Puts
$5.26B
Net Calls
-$1.21B
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
126
United Asset Strategies
New York
$7.34M -$356K -15,663 -5%
CI
127
CX Institutional
Indiana
$7.29M +$712K +31,370 +11%
SL
128
Salomon & Ludwin
Virginia
$7.25M -$219K -9,632 -3%
PIN
129
Prudent Investors Network
California
$7.21M -$1.39M -61,163 -16%
MPW
130
MA Private Wealth
California
$7.21M +$7.07M +311,559 New
Citadel Advisors
131
Citadel Advisors
Florida
$7.2M -$1.74M -76,558 -20%
PFO
132
Pathstone Family Office
New Jersey
$7.2M +$19.4K +853 +0.3%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$7.15M -$3.54M -155,810 -34%
MWNA
134
Marshall Wace North America
New York
$6.84M +$6.71M +295,506 New
FA
135
FDx Advisors
Illinois
$6.82M +$3.01M +132,480 +82%
SIMM
136
Stillwater Investment Management (Minnesota)
Minnesota
$6.43M +$92.2K +4,061 +1%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$6.39M +$1.91M +84,276 +44%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$6.34M +$3.63M +159,782 +140%
VWM
139
Venturi Wealth Management
Texas
$6.28M +$5.12M +225,484 +491%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$6.27M +$1.68M +73,988 +37%
BCI
141
Brinker Capital Investments
Pennsylvania
$6.16M -$2.64M -116,302 -30%
HIP
142
Harrell Investment Partners
Texas
$6.15M +$4.09M +179,908 +209%
EWA
143
Evolution Wealth Advisors
Florida
$6.13M +$5.89M +259,390 +4,610%
CG
144
Cutler Group
California
$6.11M +$3.04M +133,952 +103%
KHLMTHM
145
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.97M
MPM
146
Meritage Portfolio Management
Kansas
$5.96M +$4.89M +215,379 +512%
PFA
147
Paradigm Financial Advisors
Missouri
$5.92M -$172K -7,568 -3%
BAAM
148
Baker Avenue Asset Management
California
$5.9M +$1.07M +47,109 +23%
QIM
149
Quantitative Investment Management
Virginia
$5.88M +$5.77M +253,971 New
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$5.82M -$32.2M -1,419,476 -85%

XLF Hedge Fund Activity: Q2 2020 in Review

994 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2020, worth a combined $12B — up 2.9% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLF positions and 112 closed out — a net gain of 31 holders — while 331 added to existing stakes and 400 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $504M. The largest seller was Morgan Stanley, cutting an estimated $776M.

  • 994 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2020, up from 972 in Q1 2020.
  • Funds reported $12B of State Street Financial Select Sector SPDR ETF stock for Q2 2020, up 2.9% quarter-over-quarter.
  • 143 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2020 and 112 closed out, a net change of +31 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $504M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2020.