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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.36B +$134M +1,742,327 +6%
Goldman Sachs
2
Goldman Sachs
New York
$965M +$220M +2,856,475 +28%
Wells Fargo
3
Wells Fargo
California
$824M +$132M +1,713,024 +18%
Morgan Stanley
4
Morgan Stanley
New York
$667M +$70.3M +911,893 +11%
Citigroup
5
Citigroup
New York
$651M +$280M +3,627,766 +71%
SGI
6
Swan Global Investments
Colorado
$400M -$2.88M -37,428 -0.7%
UBS Group
7
UBS Group
Switzerland
$373M -$206M -2,672,544 -35%
Ameriprise
8
Ameriprise
Minnesota
$271M +$120M +1,563,820 +75%
QIM
9
Quantitative Investment Management
Virginia
$210M +$87.6M +1,137,400 +68%
N
10
Natixis
France
$193M +$109M +1,412,861 +119%
LPL Financial
11
LPL Financial
California
$163M +$15.7M +203,547 +10%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$142M -$38M -493,000 -20%
NLI
13
Nippon Life Insurance
Japan
$138M
State Street
14
State Street
Massachusetts
$131M +$133M +1,722,771 +3,887%
Two Sigma Investments
15
Two Sigma Investments
New York
$125M +$125M +1,616,661 +2,529%
PAG
16
Pinnacle Advisory Group
Maryland
$117M +$2.52M +32,753 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$112M +$116M +1,510,298 New
CM
18
Churchill Management
California
$99.1M +$5.38M +69,843 +6%
UBS AM
19
UBS AM
Illinois
$95.1M +$2.21M +28,630 +2%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$94.2M -$8.24M -106,948 -8%
BlackRock
21
BlackRock
New York
$91.5M -$93.4M -1,212,473 -50%
NMIFOAC
22
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$90.6M
RBA
23
Richard Bernstein Advisors
New York
$90.3M +$93.4M +1,212,520 New
LMIM
24
Lockheed Martin Investment Management
Maryland
$88.4M -$2.84M -36,800 -3%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$81.7M -$8.48M -110,000 -9%

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.