State Street US Sector Rotation ETF
XLSR
83 hedge funds and large institutions have $408M invested in State Street US Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
45% more capital invested
Capital invested by funds: $281M → $408M (+$127M)
20% more funds holding
Funds holding: 69 → 83 (+14)
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
6.74% more ownership
Funds ownership: 90.67% → 97.41% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$46M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$9.46M |
| 3 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
+$9.22M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$4.06M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.73M |
| 2 |
CCG
Capital CS Group
Irvine,
California
|
-$1.38M |
| 3 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$1.13M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$344K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
76
Smartleaf Asset Management
Boston,
Massachusetts
| $54.4K | +$50.8K | +1,184 | New |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $25.5K | -$171 | -4 | -0.7% |
|
|
RFG
78
REAP Financial Group
Austin,
Texas
| $22.2K | +$20.8K | +485 | New |
|
|
AWM
79
Able Wealth Management
Toms River,
New Jersey
| $19.6K | +$18.4K | +429 | New |
|
|
HGERS
80
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $17K | – | – | – |
|
|
T
81
Tidemark
San Diego,
California
| $14.7K | +$13.8K | +322 | New |
|
82
Wells Fargo
San Francisco,
California
| $6.35K | +$5.92K | +138 | +13,800% |
|
|
C
83
Covestor
London,
United Kingdom
| $5K | -$2.53K | -59 | -35% |
|
|
CCG
84
Capital CS Group
Irvine,
California
| – | -$1.38M | -33,366 | Closed |
|
|
RCAG
85
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$231K | -5,607 | Closed |
|
|
CT
86
Cambridge Trust
Cambridge,
Massachusetts
| – | -$102K | -2,461 | Closed |
|
XLSR Hedge Fund Activity: Q4 2023 in Review
83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2023, worth a combined $408M — up 45% from $281M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XLSR positions and 3 closed out — a net gain of 15 holders — while 32 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $46M. The largest seller was Osaic Holdings, cutting an estimated $2.73M.
- 83 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $408M of State Street US Sector Rotation ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 18 funds opened new State Street US Sector Rotation ETF positions in Q4 2023 and 3 closed out, a net change of +15 holders.
- The largest State Street US Sector Rotation ETF buyer in Q4 2023 was LPL Financial, an estimated $46M added.
- The largest State Street US Sector Rotation ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2023.