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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
FFA
76
Farther Finance Advisors
California
$125K -$9.57K -194 -7%
RFS
77
Richardson Financial Services
Massachusetts
$109K -$345 -7 -0.3%
SAM
78
Smartleaf Asset Management
Massachusetts
$91.7K +$10.2K +206 +13%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$63.3K
JP Morgan Chase
80
JP Morgan Chase
New York
$50.9K +$49.3K +1,000 New
FFA
81
Frazier Financial Advisors
Ohio
$36K -$16.9K -343 -33%
GRP
82
Global Retirement Partners
California
$29.6K -$49 -1 -0.2%
AGWCA
83
Annis Gardner Whiting Capital Advisors
Florida
$26.3K +$25.5K +517 New
RFG
84
REAP Financial Group
Texas
$23.2K -$1.48K -30 -6%
PA
85
Parallel Advisors
California
$20.4K -$124K -2,520 -86%
HGERS
86
Householder Group Estate & Retirement Specialist
Arizona
$19K +$49 +1 +0.3%
CA
87
CoreCap Advisors
Michigan
$16.9K
PTC
88
Private Trust Company
Ohio
$10.2K +$9.87K +200 New
C
89
Covestor
United Kingdom
$6K +$247 +5 +5%
CJ
90
Caitlin John
Michigan
$308 -$203K -4,104 -100%
TWP
91
Triad Wealth Partners
Kansas
$87 +$99 +2 New
Jane Street
92
Jane Street
New York
-$881K -17,677 Closed
VF
93
Virtu Financial
New York
-$378K -7,590 Closed
SAW
94
Signal Advisors Wealth
Michigan
-$284K -5,699 Closed
NL
95
NWAM LLC
Washington
-$233K -4,765 Closed
T
96
Tidemark
California
-$16.1K -322 Closed
FFWM
97
Future Financial Wealth Management
Ohio
-$9.02K -181 Closed

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.