State Street US Sector Rotation ETF
XLSR
62 hedge funds and large institutions have $203M invested in State Street US Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
8% more capital invested
Capital invested by funds: $187M → $203M (+$15.5M)
5% more funds holding
Funds holding: 59 → 62 (+3)
2.7% more ownership
Funds ownership: 84% → 86.7% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.28M |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.87M |
| 3 |
LIG
Lokken Investment Group
Lewes,
Delaware
|
+$1.48M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.34M |
| 5 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
+$651K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
MGO Private Wealth
Irvine,
California
|
-$3.77M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.76M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$871K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$349K |
XLSR Hedge Fund Activity: Q1 2023 in Review
62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2023, worth a combined $203M — up 8.3% from $187M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XLSR positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.28M. The largest seller was MGO Private Wealth, exiting entirely with an estimated $3.77M sold.
- 62 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2023, up from 59 in Q4 2022.
- Funds reported $203M of State Street US Sector Rotation ETF stock for Q1 2023, up 8.3% quarter-over-quarter.
- 13 funds opened new State Street US Sector Rotation ETF positions in Q1 2023 and 8 closed out, a net change of +5 holders.
- The largest State Street US Sector Rotation ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $5.28M added.
- The largest State Street US Sector Rotation ETF seller in Q1 2023 was MGO Private Wealth, an estimated $3.77M sold.
Based on aggregated 13F filings for Q1 2023.