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State Street US Sector Rotation ETF
XLSR

59 hedge funds and large institutions have $187M invested in State Street US Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

9% more capital invested

Capital invested by funds: $172M → $187M (+$15.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2.06% less ownership

Funds ownership: 86.06% → 84% (-2.1%)

5% less funds holding

Funds holding: 62 → 59 (-3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
29
Reduced
12
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.41M
2
AWM
AE Wealth Management
Kansas
+$3.67M
3
MPW
MGO Private Wealth
California
+$2.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.85M
5
GM
GeoWealth Management
Illinois
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
CFO
Capitol Family Office
Oregon
-$13.6M
2
FCAG
First Capital Advisors Group
New Jersey
-$1.9M
3
SIA
SkyView Investment Advisors
New Jersey
-$1.9M
4
FFWM
Future Financial Wealth Management
Ohio
-$1.35M
5
FFN
Focus Financial Network
Minnesota
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Client
Florida
$698K +$208K +5,339 +42%
WFAG
27
Worth Financial Advisory Group
North Carolina
$678K +$678K +17,437 New
CAAS
28
Capital Asset Advisory Services
Michigan
$581K -$57.4K -1,477 -9%
SWM
29
Silverlake Wealth Management
Vermont
$529K -$96.5K -2,481 -15%
IWC
30
Integrated Wealth Concepts
Massachusetts
$443K +$443K +11,383 New
ACP
31
Aveo Capital Partners
Colorado
$425K +$424K +10,910 New
CRI
32
Colonial River Investments
Virginia
$422K +$52K +1,336 +14%
PAG
33
Private Advisor Group
New Jersey
$406K +$674K +17,328 +60%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$394K -$4.04K -104 -1%
PFA
35
Professional Financial Advisors
Nebraska
$362K -$13K -334 -3%
RA
36
RFG Advisory
Alabama
$349K -$113K -2,903 -25%
CAN
37
Cetera Advisor Networks
California
$339K +$339K +8,709 New
RCAG
38
Rehmann Capital Advisory Group
Michigan
$331K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$295K +$1.05K +27 +0.4%
Creative Planning
40
Creative Planning
Kansas
$254K -$3.89K -100 -2%
CP
41
Castleview Partners
Texas
$247K +$36.6K +941 +17%
UWM
42
USAdvisors Wealth Management
Minnesota
$239K +$894 +23 +0.4%
FPCP
43
Fort Point Capital Partners
California
$238K – – –
MWM
44
Maripau Wealth Management
Indiana
$235K +$15.2K +391 +7%
HI
45
Harbour Investments
Wisconsin
$227K +$25.2K +648 +12%
ACM
46
Absolute Capital Management
Pennsylvania
$209K +$4.63K +119 +2%
CT
47
Cambridge Trust
Massachusetts
$96K – – –
TCM
48
TD Capital Management
Tennessee
$64.8K +$233 +6 +0.4%
Morgan Stanley
49
Morgan Stanley
New York
$58.8K +$4.63K +119 +9%
NA
50
NewEdge Advisors
Louisiana
$35.2K +$468K +12,024 +37%
1
2
3

XLSR Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2022, worth a combined $187M — up 9.1% from $172M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XLSR and 13 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 29 added.

The largest buyer was LPL Financial, adding an estimated $7.41M. The largest seller was Capitol Family Office, exiting entirely with an estimated $13.6M sold.

  • 59 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2022, down from 62 in Q3 2022.
  • Funds reported $187M of State Street US Sector Rotation ETF stock for Q4 2022, up 9.1% quarter-over-quarter.
  • 13 funds opened new State Street US Sector Rotation ETF positions in Q4 2022 and 14 closed out, a net change of -1 holder.
  • The largest State Street US Sector Rotation ETF buyer in Q4 2022 was LPL Financial, an estimated $7.41M added.
  • The largest State Street US Sector Rotation ETF seller in Q4 2022 was Capitol Family Office, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2022.