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State Street US Sector Rotation ETF
XLSR

88 hedge funds and large institutions have $450M invested in State Street US Sector Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $408M → $450M (+$42.6M)

6% more funds holding

Funds holding: 83 → 88 (+5)

5.99% less ownership

Funds ownership: 97.41% → 91.42% (-6%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
43
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11.2M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$9.37M
3
Mariner
Mariner
Kansas
+$3.29M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$16.1M
2
IPWA
International Private Wealth Advisors
California
-$4.84M
3
Morgan Stanley
Morgan Stanley
New York
-$2.68M
4
APC
Aspire Private Capital
North Carolina
-$1.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Client
Florida
$2.35M +$295K +6,192 +15%
WFAG
27
Worth Financial Advisory Group
North Carolina
$2.07M +$619K +13,006 +46%
OWA
28
Outlook Wealth Advisors
Texas
$2.02M -$53.2K -1,118 -3%
KAS
29
Kestra Advisory Services
Texas
$1.76M -$9.24K -194 -0.5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.69M -$97.1K -2,040 -6%
AWS
31
Atria Wealth Solutions
New York
$1.62M +$55.3K +1,162 +4%
KFS
32
Kelly Financial Services
Massachusetts
$1.54M -$127K -2,661 -8%
BWP
33
Balboa Wealth Partners
Arizona
$1.49M +$273K +5,738 +24%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.44M -$918K -19,282 -40%
AC
35
Apella Capital
Connecticut
$1.43M +$1.09K +23 +0.1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$914K -$1.07M -22,530 -55%
Jane Street
37
Jane Street
New York
$881K +$842K +17,677 New
ATC
38
Argent Trust Co
Tennessee
$827K -$76.9K -1,616 -9%
ACP
39
Aveo Capital Partners
Colorado
$811K +$123K +2,586 +18%
AFG
40
Atomi Financial Group
New York
$776K -$7.62K -160 -1%
FI
41
FWG Investments
Kentucky
$748K +$82.3K +1,729 +13%
RWPA
42
Richard W. Paul & Associates
Michigan
$742K -$90.8K -1,908 -11%
LFG
43
Lockerman Financial Group
California
$725K +$428 +9 +0.1%
SOS
44
Silver Oak Securities
Tennessee
$622K +$1K +21 +0.2%
CAAS
45
Capital Asset Advisory Services
Michigan
$602K +$339K +7,119 +140%
CAN
46
Cetera Advisor Networks
California
$586K +$66.4K +1,395 +13%
GIA
47
Gladstone Institutional Advisory
Florida
$586K +$154K +3,230 +38%
SWM
48
Silverlake Wealth Management
Vermont
$575K -$30K -630 -5%
CP
49
Castleview Partners
Texas
$472K +$170K +3,581 +61%
FIM
50
Freedom Investment Management
Connecticut
$472K -$28.8K -605 -6%
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XLSR Hedge Fund Activity: Q1 2024 in Review

88 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2024, worth a combined $450M — up 10% from $408M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XLSR positions and 3 closed out — a net gain of 8 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.2M. The largest seller was AE Wealth Management, cutting an estimated $16.1M.

  • 88 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2024, up from 83 in Q4 2023.
  • Funds reported $450M of State Street US Sector Rotation ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 11 funds opened new State Street US Sector Rotation ETF positions in Q1 2024 and 3 closed out, a net change of +8 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2024 was LPL Financial, an estimated $11.2M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2024 was AE Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.