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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
Bank of America
1
Bank of America
North Carolina
$1.85B -$11.5M -176,813 -0.7%
JP Morgan Chase
2
JP Morgan Chase
New York
$737M +$300M +4,622,104 +76%
Goldman Sachs
3
Goldman Sachs
New York
$631M +$108M +1,671,184 +22%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$552M +$371M +5,725,346 +248%
Morgan Stanley
5
Morgan Stanley
New York
$469M -$174M -2,689,308 -28%
UBS Group
6
UBS Group
Switzerland
$355M +$144M +2,218,986 +75%
Citigroup
7
Citigroup
New York
$286M +$116M +1,792,339 +76%
BlackRock
8
BlackRock
New York
$246M +$30M +463,035 +15%
HIIFS
9
Harel Insurance Investments & Financial Services
Israel
$200M +$161M +2,476,954 +572%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$169M +$159M +2,457,101 New
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$169M +$75.5M +1,164,100 +90%
N
12
Natixis
France
$145M +$65M +1,001,715 +91%
Wells Fargo
13
Wells Fargo
California
$136M -$28.2M -435,310 -18%
LPL Financial
14
LPL Financial
California
$132M +$15M +230,884 +14%
SGI
15
Swan Global Investments
Colorado
$132M -$31.8M -490,957 -20%
NLI
16
Nippon Life Insurance
Japan
$128M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$122M +$38.7M +596,031 +51%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$112M +$38.6M +595,077 +57%
Barclays
19
Barclays
United Kingdom
$104M +$93.9M +1,447,805 +2,383%
Truist Financial
20
Truist Financial
North Carolina
$87.1M +$32.1M +494,974 +64%
RJA
21
Raymond James & Associates
Florida
$83.1M +$16.4M +252,325 +26%
Ameriprise
22
Ameriprise
Minnesota
$79.3M +$7.36M +113,416 +11%
SG Americas Securities
23
SG Americas Securities
New York
$48.6M +$35.4M +545,196 +337%
WA
24
WestEnd Advisors
North Carolina
$46.8M +$15.7M +242,654 +55%
CCM
25
Cullen Capital Management
New York
$44M +$41.5M +640,000 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.