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State Street Industrial Select Sector SPDR ETF

690 hedge funds and large institutions have $8.7B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 250 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

45% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $778M

40% more capital invested

Capital invested by funds: $6.21B → $8.7B (+$2.49B)

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

10.04% more ownership

Funds ownership: 87.26%97.29% (+10%)

2% more funds holding

Funds holding: 676690 (+14)

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 250

Holders
690
Holders Change
+14
Holders Change %
+2.07%
% of All Funds
14.15%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
110
Increased
226
Reduced
250
Closed
90
Calls
$1.13B
Puts
$778M
Net Calls
+$352M
Net Calls Change
+$671M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
Cozad Asset Management
Illinois
$244K
AFA
502
American Financial Advisors
Georgia
$243K +$220K +3,388 New
NCM
503
Noesis Capital Mangement
Florida
$243K +$229K +3,531 New
WTB
504
Washington Trust Bank
Washington
$241K -$33.4K -515 -13%
GFS
505
GYL Financial Synergies
Connecticut
$238K
Wolverine Trading
506
Wolverine Trading
Illinois
$238K +$226K +3,484 New
SFM
507
Stack Financial Management
Montana
$236K +$223K +3,434 New
M
508
MOTCO
Texas
$235K +$222K +3,416 New
NB
509
Northwest Bancshares
Pennsylvania
$230K +$217K +3,351 New
CAG
510
Csenge Advisory Group
Florida
$227K -$256K -3,947 -54%
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$227K -$13.9K -215 -6%
LWM
512
Loveless Wealth Management
Montana
$224K +$211K +3,254 New
VWM
513
Valley Wealth Managers
New Jersey
$223K -$8.82K -136 -4%
DWA
514
Dougherty Wealth Advisers
Minnesota
$222K
AIM
515
Allen Investment Management
New York
$220K +$208K +3,202 New
GIA
516
Gladstone Institutional Advisory
Florida
$218K -$132K -2,031 -39%
AIM
517
Acropolis Investment Management
Missouri
$218K
CFB
518
Cullen/Frost Bankers
Texas
$217K -$1.95K -30 -0.9%
BWM
519
BerganKDV Wealth Management
Minnesota
$215K -$17.8K -275 -8%
AF
520
Apexium Financial
Texas
$215K +$203K +3,126 New
JCM
521
Janney Capital Management
Pennsylvania
$215K +$203K +3,131 New
RIA
522
Realta Investment Advisors
Delaware
$214K +$202K +3,116 New
CWM
523
Circle Wealth Management
New Jersey
$213K +$201K +3,099 New
Deutsche Bank
524
Deutsche Bank
Germany
$212K -$8.3K -128 -4%
TA
525
Tiedemann Advisors
New York
$212K +$200K +3,082 New

XLI Hedge Fund Activity: Q2 2020 in Review

690 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2020, worth a combined $8.7B — up 40% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XLI positions and 90 closed out — a net gain of 20 holders — while 226 added to existing stakes and 250 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $174M.

  • 690 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2020, up from 676 in Q1 2020.
  • Funds reported $8.7B of State Street Industrial Select Sector SPDR ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 110 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2020 and 90 closed out, a net change of +20 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $371M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2020.