State Street US Sector Rotation ETF
XLSR
92 hedge funds and large institutions have $595M invested in State Street US Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 8 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 24
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $517M → $595M (+$77.8M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
3.78% more ownership
Funds ownership: 93.85% → 97.64% (+3.8%)
1% more funds holding
Funds holding: 91 → 92 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$15M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$11.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.4M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$7.21M |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.2M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$346K |
| 3 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$319K |
| 4 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
-$260K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$254K |
XLSR Hedge Fund Activity: Q3 2024 in Review
92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2024, worth a combined $595M — up 15% from $517M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XLSR positions and 8 closed out — a net gain of 1 holder — while 52 added to existing stakes and 24 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $15M. The largest seller was Private Advisor Group, cutting an estimated $1.2M.
- 92 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2024, up from 91 in Q2 2024.
- Funds reported $595M of State Street US Sector Rotation ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 9 funds opened new State Street US Sector Rotation ETF positions in Q3 2024 and 8 closed out, a net change of +1 holder.
- The largest State Street US Sector Rotation ETF buyer in Q3 2024 was Envestnet Portfolio Solutions, an estimated $15M added.
- The largest State Street US Sector Rotation ETF seller in Q3 2024 was Private Advisor Group, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2024.