State Street US Sector Rotation ETF
XLSR
30 hedge funds and large institutions have $88M invested in State Street US Sector Rotation ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
15% more funds holding
Funds holding: 26 → 30 (+4)
23% less capital invested
Capital invested by funds: $115M → $88M (-$26.6M)
41.37% less ownership
Funds ownership: 113.54% → 72.18% (-41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$5.35M |
| 2 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
+$2.47M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.43M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.84M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$36.3M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$7.55M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$150K |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$143K |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$89.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $129K | +$129K | +3,160 | New |
|
|
APC
27
Aspire Private Capital
Cornelius,
North Carolina
| $113K | +$113K | +2,766 | New |
|
|
SL
28
Savior LLC
Wellesley Hills,
Massachusetts
| $81K | +$3.88K | +95 | +5% |
|
|
TCWM
29
Total Clarity Wealth Management
St. Charles,
Illinois
| $64K | +$63.9K | +1,564 | New |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $5K | – | – | – |
|
|
31
Citigroup
New York
| – | -$36.3M | -900,000 | Closed |
|
|
AWMS
32
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$7.55M | -187,078 | Closed |
|
33
AssetMark Inc
Concord,
California
| – | -$15K | -370 | Closed |
|
XLSR Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2021, worth a combined $88M — down 23% from $115M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XLSR positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Mutual Advisors, opening a new position worth an estimated $5.35M. The largest seller was Citigroup, exiting entirely with an estimated $36.3M sold.
- 30 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2021, up from 26 in Q4 2020.
- Funds reported $88M of State Street US Sector Rotation ETF stock for Q1 2021, down 23% quarter-over-quarter.
- 7 funds opened new State Street US Sector Rotation ETF positions in Q1 2021 and 3 closed out, a net change of +4 holders.
- The largest State Street US Sector Rotation ETF buyer in Q1 2021 was Mutual Advisors, an estimated $5.35M added.
- The largest State Street US Sector Rotation ETF seller in Q1 2021 was Citigroup, an estimated $36.3M sold.
Based on aggregated 13F filings for Q1 2021.