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State Street US Sector Rotation ETF

91 hedge funds and large institutions have $517M invested in State Street US Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $450M → $517M (+$67M)

3% more funds holding

Funds holding: 8891 (+3)

2.43% more ownership

Funds ownership: 91.42%93.85% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
40
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$579K +$173K +3,500 +44%
TCM
52
Triumph Capital Management
Colorado
$515K +$76.7K +1,555 +18%
SWM
53
Silverlake Wealth Management
Vermont
$504K -$80K -1,622 -14%
Wells Fargo
54
Wells Fargo
California
$476K +$462K +9,361 +936,100%
Stifel Financial
55
Stifel Financial
Missouri
$461K -$3.4K -69 -0.8%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$439K +$173K +3,500 +68%
AI
57
Atria Investments
North Carolina
$436K +$422K +8,560 New
CCG
58
Capital CS Group
California
$420K +$39.5K +801 +11%
ACM
59
Absolute Capital Management
Pennsylvania
$386K -$60K -1,216 -14%
FA
60
FSA Advisors
Michigan
$360K
PCS
61
Private Client Services
Kentucky
$350K +$130K +2,628 +62%
Creative Planning
62
Creative Planning
Kansas
$348K +$14.8K +300 +5%
FIM
63
Freedom Investment Management
Connecticut
$346K -$132K -2,671 -28%
FPCP
64
Fort Point Capital Partners
California
$339K +$15.3K +310 +5%
Truist Financial
65
Truist Financial
North Carolina
$330K -$44.2K -895 -12%
OWA
66
Outlook Wealth Advisors
Texas
$321K -$68.4K -1,387 -3%
UWM
67
USAdvisors Wealth Management
Minnesota
$319K +$592 +12 +0.2%
MW
68
Maia Wealth
Colorado
$313K +$298K +6,031 New
VAG
69
VisionPoint Advisory Group
Texas
$309K +$8.04K +163 +3%
MWM
70
Maripau Wealth Management
Indiana
$260K -$28.7K -581 -10%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$254K -$658K -13,334 -73%
VCP
72
Verus Capital Partners
Arizona
$253K -$642 -13 -0.3%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$13.5K -273 -5%
TVM
74
True Vision MN
Minnesota
$248K +$240K +4,868 New
TCM
75
TD Capital Management
Tennessee
$156K +$148 +3 +0.1%

XLSR Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2024, worth a combined $517M — up 15% from $450M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XLSR positions and 6 closed out — a net gain of 5 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was GeoWealth Management, cutting an estimated $9.51M.

  • 91 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2024, up from 88 in Q1 2024.
  • Funds reported $517M of State Street US Sector Rotation ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 11 funds opened new State Street US Sector Rotation ETF positions in Q2 2024 and 6 closed out, a net change of +5 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2024 was LPL Financial, an estimated $18.6M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2024 was GeoWealth Management, an estimated $9.51M sold.

Based on aggregated 13F filings for Q2 2024.