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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.2M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$9.37M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$3.29M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.95M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$16.1M |
| 2 |
IPWA
International Private Wealth Advisors
San Diego,
California
|
-$4.84M |
| 3 |
Morgan Stanley
New York
|
-$2.68M |
| 4 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$1.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
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.