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State Street US Sector Rotation ETF
XLSR

49 hedge funds and large institutions have $164M invested in State Street US Sector Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $131M → $164M (+$32.6M)

4% more funds holding

Funds holding: 47 → 49 (+2)

3.58% more ownership

Funds ownership: 75.08% → 78.65% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19M
2
SS
Simplicity Solutions
Minnesota
+$12.2M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$6.31M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.74M
5
AWM
AE Wealth Management
Kansas
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
CP
Castleview Partners
Texas
-$15.2M
2
SWM
Silverlake Wealth Management
Vermont
-$584K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$394K
4
Osaic Holdings
Osaic Holdings
Arizona
-$356K
5
TCM
TD Capital Management
Tennessee
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RFG Advisory
Alabama
$480K +$472K +10,595 New
HighTower Advisors
27
HighTower Advisors
Illinois
$469K +$202K +4,538 +78%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$453K -$36K -807 -7%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$396K +$390K +8,739 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$394K -$46.1K -1,035 -11%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$385K -$8.03K -180 -2%
FEM
32
Fulcrum Equity Management
Texas
$354K +$45 +1 +0%
MWM
33
Maripau Wealth Management
Indiana
$352K -$892 -20 -0.2%
FAIM
34
Financial Advocates Investment Management
Washington
$333K +$328K +7,353 New
CP
35
Castleview Partners
Texas
$324K -$15.2M -341,760 -98%
GIA
36
Gladstone Institutional Advisory
Florida
$314K +$31.2K +699 +11%
UWM
37
USAdvisors Wealth Management
Minnesota
$273K +$8.29K +186 +3%
FPCP
38
Fort Point Capital Partners
California
$243K – – –
Creative Planning
39
Creative Planning
Kansas
$233K +$230K +5,149 New
CT
40
Cambridge Trust
Massachusetts
$126K +$124K +2,776 New
Morgan Stanley
41
Morgan Stanley
New York
$124K – – –
CIAS
42
CFS Investment Advisory Services
New Jersey
$108K +$6.31M +141,417 New
GFPC
43
Global Financial Private Client
Florida
$105K +$103K +2,308 New
C
44
Covestor
United Kingdom
$52K +$1.34K +30 +3%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$41.1K -$173K -3,880 -81%
ZIG
46
Zullo Investment Group
Pennsylvania
$30K +$2.32K +52 +9%
MCC
47
Money Concepts Capital
Florida
$22K +$21.9K +491 New
ACK
48
Andrew C. Karlinski
$6K +$6.15K +138 New
TCM
49
TD Capital Management
Tennessee
– -$292K -6,221 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$275K -5,859 Closed
1
2
3

XLSR Hedge Fund Activity: Q1 2022 in Review

49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2022, worth a combined $164M — up 25% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XLSR positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $19M. The largest seller was Castleview Partners, cutting an estimated $15.2M.

  • 49 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2022, up from 47 in Q4 2021.
  • Funds reported $164M of State Street US Sector Rotation ETF stock for Q1 2022, up 25% quarter-over-quarter.
  • 11 funds opened new State Street US Sector Rotation ETF positions in Q1 2022 and 7 closed out, a net change of +4 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2022 was LPL Financial, an estimated $19M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2022 was Castleview Partners, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2022.