We are live on ! Find out more
XLF icon

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
Balyasny Asset Management
176
Balyasny Asset Management
Illinois
$7.82M +$6.79M +272,283 +908%
Nomura Asset Management
177
Nomura Asset Management
Japan
$7.69M +$7.42M +297,500 New
SMG
178
Spectrum Management Group
Indiana
$7.68M +$1.33M +53,245 +22%
PAAMCP
179
Pacific Alternative Asset Management Company (PAAMCO)
California
$7.61M +$7.34M +294,157 New
GWM
180
Geneos Wealth Management
Colorado
$7.59M -$129K -5,179 -2%
ECML
181
Eagle Capital Management (Louisiana)
Louisiana
$7.4M -$90.2K -3,616 -1%
PFA
182
Paradigm Financial Advisors
Missouri
$7.38M +$181K +7,271 +3%
LI
183
Longer Investments
Arkansas
$7.34M -$53.6K -2,150 -0.8%
FWM
184
Focused Wealth Management
New York
$7.28M +$1.3M +52,299 +23%
CA
185
Commerzbank Aktiengesellschaft
Germany
$7.24M +$2.65M +106,198 +61%
BC
186
Brinker Capital
Pennsylvania
$7.19M -$201K -8,068 -3%
GFPC
187
Global Financial Private Capital
Florida
$7.07M +$1.91M +76,556 +39%
PP
188
Paloma Partners
Connecticut
$7.06M -$1.71M -68,435 -20%
1832 Asset Management
189
1832 Asset Management
Ontario, Canada
$7.05M -$494K -19,798 -7%
TFA
190
Toth Financial Advisory
Virginia
$6.92M +$132K +5,282 +2%
SIMM
191
Stillwater Investment Management (Minnesota)
Minnesota
$6.83M +$239K +9,592 +4%
FCC
192
Florin Court Capital
United Kingdom
$6.82M -$2.45M -98,000 -27%
FEG
193
Financial Enhancement Group
Indiana
$6.75M +$605K +24,230 +10%
AC
194
AFAM Capital
Texas
$6.68M -$1.07M -43,020 -14%
Renaissance Technologies
195
Renaissance Technologies
New York
$6.59M +$6.36M +254,900 New
RSA
196
Robertson Stephens Advisors
California
$6.58M +$566K +22,685 +10%
BTS
197
BB&T Securities
Virginia
$6.52M +$967K +38,756 +18%
LFM
198
Lumina Fund Management
New York
$6.43M
GHCM
199
Glen Harbor Capital Management
California
$6.32M -$978K -39,184 -14%
NI
200
Numeric Investors
Massachusetts
$6.29M +$5.05M +202,200 +492%

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.