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State Street Industrial Select Sector SPDR ETF

622 hedge funds and large institutions have $11.2B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

2% more capital invested

Capital invested by funds: $11B → $11.2B (+$189M)

1% less funds holding

Funds holding: 627622 (-5)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

3% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 227

4% less call options, than puts

Call options by funds: $929M | Put options by funds: $966M

6.03% less ownership

Funds ownership: 91.76%85.72% (-6%)

Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
68
Increased
221
Reduced
227
Closed
69
Calls
$929M
Puts
$966M
Net Calls
-$36.5M
Net Calls Change
+$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
AII
26
AGF Investments Inc
Ontario, Canada
$70.8M +$38.6M +506,546 +128%
CHCM
27
Columbus Hill Capital Management
New Jersey
$55.5M +$53.9M +707,484 New
MB
28
Mizuho Bank
Japan
$51M +$49.5M +650,000 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$50.3M +$22.9M +300,182 +88%
SOMRS
30
State of Michigan Retirement System
Michigan
$47.4M +$7.89M +103,500 +21%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$45.3M +$3.5M +45,902 +9%
RJA
32
Raymond James & Associates
Florida
$45M +$6.35M +83,322 +17%
Caisse de Depot et Placement du Quebec (CDPQ)
33
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.9M -$3.17M -41,669 -7%
SEIA
34
Signature Estate & Investment Advisors
California
$38.4M -$1.21M -15,943 -3%
UCFA
35
United Capital Financial Advisors
Texas
$38.4M +$28M +367,396 +301%
Deutsche Bank
36
Deutsche Bank
Germany
$38M -$40.2M -527,681 -52%
PAG
37
Pinnacle Advisory Group
Maryland
$33M -$42.1M -552,134 -57%
PI
38
Putnam Investments
Massachusetts
$29.7M +$6.92M +90,861 +32%
CL
39
Cabana LLC
Arkansas
$28.8M +$3.6M +47,230 +15%
ONB
40
Old National Bancorp
Indiana
$27.3M +$148K +1,939 +0.6%
CIA
41
Capital Investment Advisors
Georgia
$27.1M +$775K +10,168 +3%
Northern Trust
42
Northern Trust
Illinois
$26.7M +$1.54M +20,221 +6%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$26.5M +$22.9M +300,260 +866%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$25.7M +$235K +3,085 +1%
KIA
45
KCM Investment Advisors
California
$25.6M +$2.93M +38,483 +13%
MIH
46
Meitav Investment House
Israel
$24.4M -$373K -4,897 -2%
PVH
47
Psagot Value Holdings
Israel
$24.2M +$610K +8,000 +3%
FBFS
48
First Business Financial Services
Wisconsin
$24.1M +$150K +1,963 +0.6%
CS
49
Credit Suisse
Switzerland
$24M +$6.59M +86,450 +39%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$23.5M

XLI Hedge Fund Activity: Q3 2018 in Review

622 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2018, worth a combined $11.2B — up 1.7% from $11B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of XLI and 68 opened new positions — a net loss of 1 holder — while 227 trimmed existing stakes and 221 added.

The largest buyer was Barclays, adding an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $249M.

  • 622 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2018, down from 627 in Q2 2018.
  • Funds reported $11.2B of State Street Industrial Select Sector SPDR ETF stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 68 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2018 and 69 closed out, a net change of -1 holder.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2018 was Barclays, an estimated $118M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2018 was Morgan Stanley, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2018.