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State Street US Sector Rotation ETF
XLSR

47 hedge funds and large institutions have $131M invested in State Street US Sector Rotation ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42% more funds holding

Funds holding: 33 → 47 (+14)

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $116M → $131M (+$14.8M)

9.81% more ownership

Funds ownership: 65.26% → 75.08% (+9.8%)

Holders
47
Holders Change
+14
Holders Change %
+42.42%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.84M
2
CW
CreativeOne Wealth
Kansas
+$2.02M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.63M
4
KAS
Kestra Advisory Services
Texas
+$1.42M
5
PAS
Park Avenue Securities
New York
+$748K

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$7.62M
2
AC
Apella Capital
Connecticut
-$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$543K
5
PAG
Private Advisor Group
New Jersey
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$408K – – –
FEM
27
Fulcrum Equity Management
Texas
$367K -$10.9K -234 -3%
MWM
28
Maripau Wealth Management
Indiana
$367K +$379K +8,127 New
GIA
29
Gladstone Institutional Advisory
Florida
$293K +$291K +6,244 New
TCM
30
TD Capital Management
Tennessee
$292K +$8.24K +177 +3%
UWM
31
USAdvisors Wealth Management
Minnesota
$275K -$47 -1 -0%
Citadel Advisors
32
Citadel Advisors
Florida
$275K +$273K +5,859 New
HighTower Advisors
33
HighTower Advisors
Illinois
$272K +$270K +5,798 New
FPCP
34
Fort Point Capital Partners
California
$253K – – –
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$225K -$543K -11,662 -71%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$213K +$211K +4,526 New
TCWM
37
Total Clarity Wealth Management
Illinois
$181K – – –
NFG
38
Next Financial Group
Texas
$144K +$143K +3,070 New
ACM
39
Absolute Capital Management
Pennsylvania
$139K +$138K +2,959 New
MP
40
McDonald Partners
Ohio
$139K +$138K +2,959 New
Morgan Stanley
41
Morgan Stanley
New York
$128K +$127K +2,731 New
HI
42
Harbour Investments
Wisconsin
$65K -$87.3K -1,875 -58%
C
43
Covestor
United Kingdom
$52K +$52K +1,116 New
ZIG
44
Zullo Investment Group
Pennsylvania
$29K +$28.4K +610 New
CP
45
Castleview Partners
Texas
$7.43K +$16.3M +348,920 New
SFM
46
Signet Financial Management
New Jersey
$3K +$2.93K +63 New
UBS Group
47
UBS Group
Switzerland
$2K +$2K +43 New
SS
48
Simplicity Solutions
Minnesota
– -$7.62M -172,436 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$1.1M -24,875 Closed
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
– -$80K -1,809 Closed
1
2
3

XLSR Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2021, worth a combined $131M — up 13% from $116M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XLSR positions and 4 closed out — a net gain of 14 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.84M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $7.62M sold.

  • 47 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $131M of State Street US Sector Rotation ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 18 funds opened new State Street US Sector Rotation ETF positions in Q4 2021 and 4 closed out, a net change of +14 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q4 2021 was LPL Financial, an estimated $4.84M added.
  • The largest State Street US Sector Rotation ETF seller in Q4 2021 was Simplicity Solutions, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2021.