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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
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$2.65M +$2.5M +38,573 New
NR
152
Newfound Research
Massachusetts
$2.62M +$2.47M +38,129 New
Macquarie Group
153
Macquarie Group
Australia
$2.6M +$2.46M +37,869 New
LCM
154
Lucas Capital Management
New Jersey
$2.6M -$269K -4,149 -10%
CIA
155
Choate Investment Advisors
Massachusetts
$2.6M +$757K +11,665 +45%
TS
156
Tamar Securities
California
$2.59M +$2.45M +37,737 New
JT
157
Jump Trading
Illinois
$2.56M +$2.42M +37,334 New
SCA
158
Snowden Capital Advisors
New York
$2.51M +$113K +1,744 +5%
MML Investors Services
159
MML Investors Services
Massachusetts
$2.51M +$163K +2,519 +7%
ZIG
160
Zurich Insurance Group
Switzerland
$2.5M -$559K -8,620 -17%
PFS
161
Prospera Financial Services
Texas
$2.42M +$1.69M +26,100 +286%
Asset Management One
162
Asset Management One
Japan
$2.4M +$2.26M +34,900 New
HSBC Holdings
163
HSBC Holdings
United Kingdom
$2.37M -$205K -3,157 -8%
TTWM
164
TCV Trust & Wealth Management
Virginia
$2.35M +$261K +4,030 +13%
KPW
165
Kore Private Wealth
New York
$2.34M -$607K -9,361 -22%
TC
166
Trust Company
Kansas
$2.29M -$17.5K -270 -0.8%
IFWM
167
Institute for Wealth Management
Colorado
$2.22M +$62.9K +970 +3%
SPIA
168
Steward Partners Investment Advisory
New York
$2.17M -$357K -5,512 -15%
FMBTD
169
First Midwest Bank Trust Division
Illinois
$2.16M +$1.12M +17,276 +122%
CHJWM
170
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.14M -$48.6K -749 -2%
PPA
171
Parametric Portfolio Associates
Washington
$2.13M -$293K -4,511 -13%
MIAN
172
Mariner Independent Advisor Network
Kansas
$2.13M +$1.19M +18,353 +145%
Creative Planning
173
Creative Planning
Kansas
$2.1M +$216K +3,338 +12%
DWT
174
Dorsey & Whitney Trust
South Dakota
$2.06M +$253K +3,895 +15%
Marshall Wace
175
Marshall Wace
United Kingdom
$2.06M +$1.52M +23,382 +353%

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.