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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
VWM
151
Venturi Wealth Management
Texas
$10.1M +$3.06M +122,726 +46%
CCT
152
Chemung Canal Trust
New York
$9.78M -$1.37M -55,038 -13%
LFAS
153
Level Four Advisory Services
Texas
$9.72M +$1.34M +53,633 +17%
T2I
154
Turim 21 Investimentos
Brazil
$9.64M +$8.97M +359,651 New
PWAM
155
Park West Asset Management
California
$9.5M -$9.17M -367,394 -50%
B
156
Bailard
California
$9.38M -$152K -6,085 -2%
Fisher Asset Management
157
Fisher Asset Management
Washington
$9.38M +$77.5K +3,107 +0.9%
MA
158
Montag & Associates
Georgia
$9.26M +$401K +16,052 +5%
AW
159
ACG Wealth
Georgia
$9.23M -$237K -9,506 -3%
CI
160
Cavalier Investments
Georgia
$9.15M
JWS
161
Juncture Wealth Strategies
Arizona
$9.04M -$369K -14,791 -4%
FAAS
162
First Allied Advisory Services
California
$8.88M -$6.22M -249,254 -42%
CWM
163
Circle Wealth Management
New Jersey
$8.85M +$1.68M +67,296 +24%
TAM
164
Tyers Asset Management
Texas
$8.69M -$1.34M -53,878 -14%
SFSG
165
Stearns Financial Services Group
North Carolina
$8.68M +$68.7K +2,753 +0.8%
Two Sigma Investments
166
Two Sigma Investments
New York
$8.64M -$149M -5,957,975 -95%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$8.44M +$52K +2,085 +0.6%
IA
168
IFP Advisors
Florida
$8.37M +$895K +35,886 +12%
Cohen & Steers
169
Cohen & Steers
New York
$8.3M +$4.08M +163,569 +104%
DCC
170
Dow Chemical Company
Michigan
$8.29M -$134K -5,388 -2%
William Blair & Company
171
William Blair & Company
Illinois
$8.27M +$651K +26,074 +9%
Connor, Clark & Lunn Investment Management (CC&L)
172
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.02M -$447K -17,900 -5%
CM
173
Capula Management
Cayman Islands
$8.02M -$8.39M -336,413 -52%
Canada Life
174
Canada Life
Manitoba, Canada
$7.99M -$9.21M -369,037 -54%
Citadel Advisors
175
Citadel Advisors
Florida
$7.89M +$4.58M +183,661 +151%

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.