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State Street Consumer Staples Select Sector SPDR ETF

655 hedge funds and large institutions have $8.33B invested in State Street Consumer Staples Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 219 increasing their positions, 249 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 87

13% more capital invested

Capital invested by funds: $7.39B → $8.33B (+$941M)

0% more funds holding

Funds holding: 654655 (+1)

0.12% more ownership

Funds ownership: 76.03%76.14% (+0.12%)

12% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 249

16% less funds holding in top 10

Funds holding in top 10: 5042 (-8)

63% less call options, than puts

Call options by funds: $317M | Put options by funds: $859M

Holders
655
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
14.18%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
0.91%
New
99
Increased
219
Reduced
249
Closed
87
Calls
$317M
Puts
$859M
Net Calls
-$542M
Net Calls Change
-$448M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.06B +$440M +8,220,885 +29%
Morgan Stanley
2
Morgan Stanley
New York
$433M -$27M -503,911 -6%
SGI
3
Swan Global Investments
Colorado
$370M +$71.9M +1,343,637 +24%
Ameriprise
4
Ameriprise
Minnesota
$331M +$261M +4,878,337 +473%
Wells Fargo
5
Wells Fargo
California
$314M -$43.4M -811,077 -13%
Goldman Sachs
6
Goldman Sachs
New York
$253M -$218M -4,075,983 -47%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$173M +$40.6M +759,369 +33%
Barclays
8
Barclays
United Kingdom
$159M +$76.4M +1,427,684 +101%
UBS Group
9
UBS Group
Switzerland
$151M -$47.9M -894,623 -25%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$140M +$33.1M +618,733 +33%
Citigroup
11
Citigroup
New York
$118M +$32.3M +603,118 +40%
CS
12
Credit Suisse
Switzerland
$116M +$60.7M +1,134,764 +122%
Two Sigma Investments
13
Two Sigma Investments
New York
$115M +$16.1M +301,489 +17%
BlackRock
14
BlackRock
New York
$112M +$8.59M +160,530 +9%
RBA
15
Richard Bernstein Advisors
New York
$109M +$104M +1,946,276 New
CSIA
16
Charles Schwab Investment Advisory
California
$99.3M -$5.17M -96,672 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$93.6M +$11.3M +210,523 +14%
CM
18
Churchill Management
California
$82.1M +$1.84M +34,471 +2%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$81.5M +$2.06M +38,508 +3%
HIIFS
20
Harel Insurance Investments & Financial Services
Israel
$75.3M +$529K +9,887 +0.7%
PAG
21
Pinnacle Advisory Group
Maryland
$75.2M -$2.34M -43,783 -3%
PP
22
Paloma Partners
Connecticut
$74.7M +$69M +1,289,976 +3,150%
MIH
23
Meitav Investment House
Israel
$71.2M +$23.7M +442,778 +54%
BTS
24
BB&T Securities
Virginia
$69.1M +$22.7M +423,949 +52%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$67.3M +$52.9M +989,806 +474%

XLP Hedge Fund Activity: Q1 2019 in Review

655 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2019, worth a combined $8.33B — up 13% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XLP positions and 87 closed out — a net gain of 12 holders — while 219 added to existing stakes and 249 trimmed.

The largest buyer was Bank of America, adding an estimated $440M. The largest seller was Duality Advisers, cutting an estimated $311M.

  • 655 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2019, up from 654 in Q4 2018.
  • Funds reported $8.33B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 99 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2019 and 87 closed out, a net change of +12 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2019 was Bank of America, an estimated $440M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2019 was Duality Advisers, an estimated $311M sold.

Based on aggregated 13F filings for Q1 2019.