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State Street US Sector Rotation ETF
XLSR

62 hedge funds and large institutions have $203M invested in State Street US Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $187M → $203M (+$15.5M)

5% more funds holding

Funds holding: 59 → 62 (+3)

2.7% more ownership

Funds ownership: 84% → 86.7% (+2.7%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
31
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.28M
2
OWA
Outlook Wealth Advisors
Texas
+$1.87M
3
LIG
Lokken Investment Group
Delaware
+$1.48M
4
AWM
AE Wealth Management
Kansas
+$1.34M
5
APC
Aspire Private Capital
North Carolina
+$651K

Top Sellers

Rank Fund Capital Flow
1
MPW
MGO Private Wealth
California
-$3.77M
2
LPL Financial
LPL Financial
California
-$2.76M
3
DAS
Dynamic Advisor Solutions
Arizona
-$1.08M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$871K
5
RA
RFG Advisory
Alabama
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Client
Florida
$863K +$137K +3,438 +19%
BWP
27
Balboa Wealth Partners
Arizona
$854K -$24.1K -606 -3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$788K +$328K +8,248 +72%
SWM
29
Silverlake Wealth Management
Vermont
$546K +$199 +5 +0%
PFA
30
Professional Financial Advisors
Nebraska
$508K +$75.6K +1,901 +20%
ACP
31
Aveo Capital Partners
Colorado
$507K +$68.5K +1,721 +16%
AFG
32
Atomi Financial Group
New York
$475K +$471K +11,826 New
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$467K +$59.9K +1,505 +15%
CRI
34
Colonial River Investments
Virginia
$438K +$2.35K +59 +0.5%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$341K – – –
CAAS
36
Capital Asset Advisory Services
Michigan
$322K -$276K -6,924 -46%
Truist Financial
37
Truist Financial
North Carolina
$300K +$297K +7,463 New
CAN
38
Cetera Advisor Networks
California
$290K -$59.4K -1,492 -17%
MWM
39
Maripau Wealth Management
Indiana
$266K +$25.4K +638 +11%
Creative Planning
40
Creative Planning
Kansas
$264K +$1.15K +29 +0.4%
LFG
41
Lockerman Financial Group
California
$260K +$258K +6,481 New
FTUS
42
Flow Traders U.S.
New York
$256K +$254K +6,386 New
ACM
43
Absolute Capital Management
Pennsylvania
$252K +$36.3K +912 +17%
CP
44
Castleview Partners
Texas
$250K -$4.93K -124 -2%
UWM
45
USAdvisors Wealth Management
Minnesota
$247K +$676 +17 +0.3%
FPCP
46
Fort Point Capital Partners
California
$246K – – –
HI
47
Harbour Investments
Wisconsin
$245K +$9.75K +245 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$227K +$225K +5,644 New
LA
49
Lifeworks Advisors
Michigan
$219K +$217K +5,450 New
CCG
50
Capital CS Group
California
$207K +$206K +5,166 New
1
2
3

XLSR Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2023, worth a combined $203M — up 8.3% from $187M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XLSR positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.28M. The largest seller was MGO Private Wealth, exiting entirely with an estimated $3.77M sold.

  • 62 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $203M of State Street US Sector Rotation ETF stock for Q1 2023, up 8.3% quarter-over-quarter.
  • 13 funds opened new State Street US Sector Rotation ETF positions in Q1 2023 and 8 closed out, a net change of +5 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $5.28M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2023 was MGO Private Wealth, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2023.