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State Street US Sector Rotation ETF

67 hedge funds and large institutions have $260M invested in State Street US Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $203M → $260M (+$57.2M)

8% more funds holding

Funds holding: 6267 (+5)

0.29% more ownership

Funds ownership: 86.7%86.98% (+0.29%)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
36
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$285K
UWM
52
USAdvisors Wealth Management
Minnesota
$268K +$777 +19 +0.3%
FPCP
53
Fort Point Capital Partners
California
$266K
RCAG
54
Rehmann Capital Advisory Group
Michigan
$243K -$118K -2,889 -34%
CAAS
55
Capital Asset Advisory Services
Michigan
$233K -$110K -2,695 -34%
FFA
56
Farther Finance Advisors
California
$137K +$106K +2,584 +454%
CT
57
Cambridge Trust
Massachusetts
$107K
TCM
58
TD Capital Management
Tennessee
$72.7K +$204 +5 +0.3%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$53.9K +$50.9K +1,244 New
VAG
60
VisionPoint Advisory Group
Texas
$53.4K +$50.3K +1,231 New
UBS Group
61
UBS Group
Switzerland
$52.9K -$44K -1,076 -47%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$52.5K +$49.5K +1,211 New
FCAG
63
First Capital Advisors Group
New Jersey
$19.2K +$18.1K +443 New
GRP
64
Global Retirement Partners
California
$10K +$5.32K +130 +129%
C
65
Covestor
United Kingdom
$8K -$82 -2 -1%
IGWM
66
ICA Group Wealth Management
Colorado
$4.03K +$3.8K +93 New
CWP
67
Concord Wealth Partners
Virginia
$1.65K
SS
68
Simplicity Solutions
Minnesota
-$1.23M -30,723 Closed
CRI
69
Colonial River Investments
Virginia
-$438K -10,917 Closed
FTUS
70
Flow Traders U.S.
New York
-$256K -6,386 Closed
Citadel Advisors
71
Citadel Advisors
Florida
-$227K -5,644 Closed
LA
72
Lifeworks Advisors
Michigan
-$219K -5,450 Closed
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
-$201K -5,005 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
-$1K -29 Closed

XLSR Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2023, worth a combined $260M — up 28% from $203M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XLSR positions and 7 closed out — a net gain of 6 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.3M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $1.23M sold.

  • 67 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2023, up from 62 in Q1 2023.
  • Funds reported $260M of State Street US Sector Rotation ETF stock for Q2 2023, up 28% quarter-over-quarter.
  • 13 funds opened new State Street US Sector Rotation ETF positions in Q2 2023 and 7 closed out, a net change of +6 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $10.3M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2023 was Simplicity Solutions, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2023.