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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
Bank of America
1
Bank of America
North Carolina
$2.97B +$109M +1,436,246 +4%
Goldman Sachs
2
Goldman Sachs
New York
$1B -$247M -3,242,544 -20%
Wells Fargo
3
Wells Fargo
California
$699M -$66.4M -872,071 -9%
Morgan Stanley
4
Morgan Stanley
New York
$569M -$249M -3,262,704 -31%
Ameriprise
5
Ameriprise
Minnesota
$434M +$45.2M +592,997 +12%
Barclays
6
Barclays
United Kingdom
$410M +$118M +1,545,048 +42%
SGI
7
Swan Global Investments
Colorado
$361M -$59.5M -780,811 -14%
UBS Group
8
UBS Group
Switzerland
$357M -$66.6M -874,243 -16%
Citigroup
9
Citigroup
New York
$350M -$103M -1,357,245 -23%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$197M +$31.4M +411,900 +20%
RBA
11
Richard Bernstein Advisors
New York
$188M +$14.2M +186,371 +8%
NLI
12
Nippon Life Insurance
Japan
$146M
LPL Financial
13
LPL Financial
California
$132M -$35.8M -470,226 -22%
State Street
14
State Street
Massachusetts
$124M -$10.3M -134,560 -8%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$98M -$168M -2,209,977 -64%
BlackRock
16
BlackRock
New York
$97.7M +$1.09M +14,261 +1%
N
17
Natixis
France
$94.4M +$73K +958 +0.1%
UBS AM
18
UBS AM
Illinois
$91M -$9.82M -128,817 -10%
JP Morgan Chase
19
JP Morgan Chase
New York
$85.5M -$13.2M -173,561 -14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$85.1M -$791K -10,375 -0.9%
LMIM
21
Lockheed Martin Investment Management
Maryland
$82M -$6.33M -83,100 -7%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$79.6M -$4.72M -62,000 -6%
QIM
23
Quantitative Investment Management
Virginia
$76.8M +$74.7M +980,000 New
Two Sigma Investments
24
Two Sigma Investments
New York
$75.8M +$34.2M +448,932 +87%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$71.1M +$22.9M +300,000 +49%

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.