State Street US Sector Rotation ETF
XLSR
104 hedge funds and large institutions have $647M invested in State Street US Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more funds holding
Funds holding: 92 → 104 (+12)
9% more capital invested
Capital invested by funds: $595M → $647M (+$52.4M)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
0.18% less ownership
Funds ownership: 97.64% → 97.45% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.5M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$8.44M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$6.83M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.5M |
| 5 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
-$12.2M |
| 2 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$1.18M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$753K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$748K |
| 5 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$723K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFWM
101
Future Financial Wealth Management
Cincinnati,
Ohio
| $9.67K | – | – | – |
|
102
JP Morgan Chase
New York
| $8.55K | +$8.56K | +160 | New |
|
|
CAWM
103
Capital A Wealth Management
New Castle,
Pennsylvania
| $1.98K | +$1.98K | +37 | New |
|
|
FWM
104
FLP Wealth Management
Bentonville,
Arkansas
| $1.73K | +$1.71K | +32 | New |
|
105
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$577K | -11,125 | Closed |
|
|
VCP
106
Verus Capital Partners
Scottsdale,
Arizona
| – | -$226K | -4,361 | Closed |
|
|
HGERS
107
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$19K | -380 | Closed |
|
108
Fidelity Investments
Boston,
Massachusetts
| – | -$52 | -1 | Closed |
|
XLSR Hedge Fund Activity: Q4 2024 in Review
104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2024, worth a combined $647M — up 8.8% from $595M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XLSR positions and 4 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.5M. The largest seller was Hibernia Wealth Partners, cutting an estimated $12.2M.
- 104 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2024, up from 92 in Q3 2024.
- Funds reported $647M of State Street US Sector Rotation ETF stock for Q4 2024, up 8.8% quarter-over-quarter.
- 16 funds opened new State Street US Sector Rotation ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
- The largest State Street US Sector Rotation ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $10.5M added.
- The largest State Street US Sector Rotation ETF seller in Q4 2024 was Hibernia Wealth Partners, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2024.