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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.7B -$364M -4,866,909 -18%
JP Morgan Chase
2
JP Morgan Chase
New York
$861M +$32M +427,629 +4%
Morgan Stanley
3
Morgan Stanley
New York
$626M +$98M +1,310,387 +19%
Goldman Sachs
4
Goldman Sachs
New York
$620M -$83.9M -1,121,850 -12%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$521M -$95M -1,269,624 -16%
PP
6
Prudential plc
United Kingdom
$372M +$358M +4,784,571 +8,872%
Citigroup
7
Citigroup
New York
$359M +$37.8M +505,570 +12%
Barclays
8
Barclays
United Kingdom
$327M +$204M +2,733,063 +181%
UBS Group
9
UBS Group
Switzerland
$291M -$104M -1,394,521 -27%
Wells Fargo
10
Wells Fargo
California
$245M +$89.9M +1,202,405 +61%
APF
11
Alaska Permanent Fund
Alaska
$222M +$197M +2,627,492 +1,006%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$220M +$30.7M +410,000 +17%
BlackRock
13
BlackRock
New York
$212M -$61.2M -818,821 -23%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$188M +$60.1M +804,080 +49%
N
15
Natixis
France
$162M -$157K -2,102 -0.1%
LPL Financial
16
LPL Financial
California
$156M +$8.43M +112,706 +6%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$156M -$32.4M -433,212 -18%
Truist Financial
18
Truist Financial
North Carolina
$152M +$52.6M +703,348 +55%
Ameriprise
19
Ameriprise
Minnesota
$141M +$49.9M +667,472 +57%
RJA
20
Raymond James & Associates
Florida
$133M +$39.1M +522,522 +43%
SGI
21
Swan Global Investments
Colorado
$127M -$19.9M -265,559 -14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$126M -$10.7M -143,535 -8%
CHP
23
Castle Hook Partners
New York
$104M +$101M +1,346,474 New
WA
24
WestEnd Advisors
North Carolina
$82.7M +$29.4M +393,173 +58%
CM
25
Churchill Management
California
$76.9M +$74.7M +998,867 New

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.