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State Street US Sector Rotation ETF

62 hedge funds and large institutions have $172M invested in State Street US Sector Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

15% more funds holding

Funds holding: 5462 (+8)

2.89% more ownership

Funds ownership: 83.17%86.06% (+2.9%)

3% more capital invested

Capital invested by funds: $167M → $172M (+$4.33M)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
21
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
TD Capital Management
Tennessee
$60K +$66.1K +1,660 New
Morgan Stanley
52
Morgan Stanley
New York
$50K -$53.4K -1,339 -49%
ZIG
53
Zullo Investment Group
Pennsylvania
$29K +$5.14K +129 +19%
UBS Group
54
UBS Group
Switzerland
$13K +$14K +351 New
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$13K +$14.9K +374 New
C
56
Covestor
United Kingdom
$8K -$1.95K -49 -18%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$8K +$9.92K +249 New
ACK
58
Andrew C. Karlinski
$5K
APA
59
American Portfolios Advisors
New York
$4.02K +$4.46K +112 New
GRP
60
Global Retirement Partners
California
$4K +$4.02K +101 New
CIAS
61
CFS Investment Advisory Services
New Jersey
$2K +$2.35M +58,856 New
TCM
62
Triumph Capital Management
Colorado
-$22K -30,000 Closed
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
-$325K -8,540 Closed
GIA
64
Gladstone Institutional Advisory
Florida
-$218K -5,735 Closed
CWP
65
Concord Wealth Partners
Virginia
-$89K -2,342 Closed
TCWM
66
Total Clarity Wealth Management
Illinois
-$70K -1,851 Closed
CA
67
CoreCap Advisors
Michigan
-$29K -750 Closed
CI
68
CX Institutional
Indiana
-$10K -250 Closed
PA
69
Parallel Advisors
California
-$4K -100 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
+$40 +1 New

XLSR Hedge Fund Activity: Q3 2022 in Review

62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2022, worth a combined $172M — up 2.6% from $167M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XLSR positions and 8 closed out — a net gain of 8 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.95M. The largest seller was Simplicity Solutions, cutting an estimated $6.76M.

  • 62 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2022, up from 54 in Q2 2022.
  • Funds reported $172M of State Street US Sector Rotation ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 16 funds opened new State Street US Sector Rotation ETF positions in Q3 2022 and 8 closed out, a net change of +8 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $7.95M added.
  • The largest State Street US Sector Rotation ETF seller in Q3 2022 was Simplicity Solutions, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2022.