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State Street US Sector Rotation ETF
XLSR

67 hedge funds and large institutions have $260M invested in State Street US Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

28% more capital invested

Capital invested by funds: $203M → $260M (+$57.2M)

8% more funds holding

Funds holding: 62 → 67 (+5)

0.29% more ownership

Funds ownership: 86.7% → 86.98% (+0.29%)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
36
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.3M
2
LPL Financial
LPL Financial
California
+$10.3M
3
HI
Harbour Investments
Wisconsin
+$4.84M
4
FIA
Foundations Investment Advisors
Arizona
+$3.99M
5
AWM
AE Wealth Management
Kansas
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$1.23M
2
AWS
Atria Wealth Solutions
New York
-$554K
3
APC
Aspire Private Capital
North Carolina
-$549K
4
CW
CreativeOne Wealth
Kansas
-$460K
5
CRI
Colonial River Investments
Virginia
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Apella Capital
Connecticut
$1.26M +$1.19M +29,056 New
ATC
27
Argent Trust Co
Tennessee
$1.13M +$1.07M +26,176 New
BWP
28
Balboa Wealth Partners
Arizona
$1.1M +$164K +4,015 +19%
GFPC
29
Global Financial Private Client
Florida
$1.01M +$78.3K +1,915 +9%
AWS
30
Atria Wealth Solutions
New York
$1.01M -$554K -13,543 -37%
WFAG
31
Worth Financial Advisory Group
North Carolina
$999K +$29.5K +721 +3%
RWPA
32
Richard W. Paul & Associates
Michigan
$964K -$73.9K -1,807 -8%
IWC
33
Integrated Wealth Concepts
Massachusetts
$918K +$63.5K +1,552 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$765K +$411K +10,043 +132%
CA
35
Cetera Advisors
Colorado
$739K +$697K +17,043 New
ACP
36
Aveo Capital Partners
Colorado
$580K +$30.3K +740 +6%
SWM
37
Silverlake Wealth Management
Vermont
$574K -$14.2K -348 -3%
AFG
38
Atomi Financial Group
New York
$565K +$49.7K +1,216 +10%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$565K +$57K +1,393 +12%
SOS
40
Silver Oak Securities
Tennessee
$520K +$491K +12,000 New
FIM
41
Freedom Investment Management
Connecticut
$487K +$460K +11,240 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$408K +$384K +9,401 New
SPAS
43
Spectrum Planning & Advisory Services
California
$355K +$335K +8,195 New
CAN
44
Cetera Advisor Networks
California
$343K +$28.4K +695 +10%
LFG
45
Lockerman Financial Group
California
$331K +$46.9K +1,147 +18%
PFA
46
Professional Financial Advisors
Nebraska
$324K -$153K -3,734 -33%
Truist Financial
47
Truist Financial
North Carolina
$324K +$409 +10 +0.1%
CP
48
Castleview Partners
Texas
$309K +$37.6K +919 +15%
ACM
49
Absolute Capital Management
Pennsylvania
$307K +$33.2K +813 +13%
MWM
50
Maripau Wealth Management
Indiana
$294K +$6.38K +156 +2%
1
2
3

XLSR Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2023, worth a combined $260M — up 28% from $203M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XLSR positions and 7 closed out — a net gain of 6 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.3M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $1.23M sold.

  • 67 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2023, up from 62 in Q1 2023.
  • Funds reported $260M of State Street US Sector Rotation ETF stock for Q2 2023, up 28% quarter-over-quarter.
  • 13 funds opened new State Street US Sector Rotation ETF positions in Q2 2023 and 7 closed out, a net change of +6 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $10.3M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2023 was Simplicity Solutions, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2023.