State Street US Sector Rotation ETF
XLSR
49 hedge funds and large institutions have $164M invested in State Street US Sector Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
25% more capital invested
Capital invested by funds: $131M → $164M (+$32.6M)
4% more funds holding
Funds holding: 47 → 49 (+2)
3.58% more ownership
Funds ownership: 75.08% → 78.65% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$12.2M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$6.31M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.74M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$15.2M |
| 2 |
SWM
Silverlake Wealth Management
Williston,
Vermont
|
-$584K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$394K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$356K |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$292K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCFA
51
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$213K | -4,526 | Closed |
|
|
TCWM
52
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$181K | -3,848 | Closed |
|
|
ACM
53
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$139K | -2,959 | Closed |
|
|
MP
54
McDonald Partners
Cleveland,
Ohio
| – | -$139K | -2,959 | Closed |
|
|
SFM
55
Signet Financial Management
Parsippany,
New Jersey
| – | -$3K | -63 | Closed |
|
56
UBS Group
Zurich,
Switzerland
| – | -$1.74K | -39 | -91% |
|
XLSR Hedge Fund Activity: Q1 2022 in Review
49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2022, worth a combined $164M — up 25% from $131M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XLSR positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $19M. The largest seller was Castleview Partners, cutting an estimated $15.2M.
- 49 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2022, up from 47 in Q4 2021.
- Funds reported $164M of State Street US Sector Rotation ETF stock for Q1 2022, up 25% quarter-over-quarter.
- 11 funds opened new State Street US Sector Rotation ETF positions in Q1 2022 and 7 closed out, a net change of +4 holders.
- The largest State Street US Sector Rotation ETF buyer in Q1 2022 was LPL Financial, an estimated $19M added.
- The largest State Street US Sector Rotation ETF seller in Q1 2022 was Castleview Partners, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2022.