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State Street US Sector Rotation ETF
XLSR

69 hedge funds and large institutions have $281M invested in State Street US Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $260M → $281M (+$20.8M)

3.69% more ownership

Funds ownership: 86.98% → 90.67% (+3.7%)

3% more funds holding

Funds holding: 67 → 69 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
33
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.59M
2
NA
NewEdge Advisors
Louisiana
+$4.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.32M
4
CA
Cetera Advisors
Colorado
+$2.19M
5
PAG
Private Advisor Group
New Jersey
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.3M
2
APC
Aspire Private Capital
North Carolina
-$1.06M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$918K
4
T
TRUADVICE
Florida
-$877K
5
KAS
Kestra Advisory Services
Texas
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
26
Kelly Financial Services
Massachusetts
$1.49M +$38K +880 +3%
T
27
TRUADVICE
Florida
$1.41M -$877K -20,305 -38%
CCG
28
Capital CS Group
California
$1.38M -$173K -3,999 -11%
AWS
29
Atria Wealth Solutions
New York
$1.24M +$296K +6,859 +29%
AC
30
Apella Capital
Connecticut
$1.2M +$777 +18 +0.1%
GFPC
31
Global Financial Private Client
Florida
$1.13M +$176K +4,084 +18%
WFAG
32
Worth Financial Advisory Group
North Carolina
$1.09M +$149K +3,455 +15%
BWP
33
Balboa Wealth Partners
Arizona
$1.02M -$28.3K -655 -3%
ATC
34
Argent Trust Co
Tennessee
$880K -$209K -4,849 -19%
RWPA
35
Richard W. Paul & Associates
Michigan
$746K -$179K -4,150 -19%
Citadel Advisors
36
Citadel Advisors
Florida
$657K +$687K +15,914 New
ACP
37
Aveo Capital Partners
Colorado
$550K -$1.64K -38 -0.3%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$524K -$14.7K -340 -3%
SWM
39
Silverlake Wealth Management
Vermont
$505K -$43.8K -1,014 -8%
SOS
40
Silver Oak Securities
Tennessee
$495K – – –
AFG
41
Atomi Financial Group
New York
$489K -$51.1K -1,184 -9%
LFG
42
Lockerman Financial Group
California
$473K +$166K +3,836 +50%
FIM
43
Freedom Investment Management
Connecticut
$464K +$86 +2 +0%
SPAS
44
Spectrum Planning & Advisory Services
California
$338K – – –
CAN
45
Cetera Advisor Networks
California
$325K -$1.43K -33 -0.4%
ACM
46
Absolute Capital Management
Pennsylvania
$308K +$16.3K +377 +5%
Truist Financial
47
Truist Financial
North Carolina
$305K -$3.97K -92 -1%
MWM
48
Maripau Wealth Management
Indiana
$279K -$1.51K -35 -0.5%
CP
49
Castleview Partners
Texas
$278K -$17.4K -402 -6%
Creative Planning
50
Creative Planning
Kansas
$275K +$3.84K +89 +1%
1
2
3

XLSR Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2023, worth a combined $281M — up 8% from $260M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XLSR positions and 6 closed out — a net gain of 3 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.59M. The largest seller was Envestnet Asset Management, cutting an estimated $10.3M.

  • 69 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $281M of State Street US Sector Rotation ETF stock for Q3 2023, up 8% quarter-over-quarter.
  • 9 funds opened new State Street US Sector Rotation ETF positions in Q3 2023 and 6 closed out, a net change of +3 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q3 2023 was LPL Financial, an estimated $8.59M added.
  • The largest State Street US Sector Rotation ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2023.