State Street US Sector Rotation ETF
XLSR
16 hedge funds and large institutions have $27.8M invested in State Street US Sector Rotation ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
70% more capital invested
Capital invested by funds: $16.3M → $27.8M (+$11.5M)
45% more funds holding
Funds holding: 11 → 16 (+5)
26.75% more ownership
Funds ownership: 53.72% → 80.47% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.32M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$1.58M |
| 3 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$1.33M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.08M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$835K |
| 2 |
Jane Street
New York
|
-$783K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$217K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$70K |
XLSR Hedge Fund Activity: Q4 2019 in Review
16 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2019, worth a combined $27.8M — up 70% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XLSR positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.32M. The largest seller was USAdvisors Wealth Management, exiting entirely with an estimated $835K sold.
- 16 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2019, up from 11 in Q3 2019.
- Funds reported $27.8M of State Street US Sector Rotation ETF stock for Q4 2019, up 70% quarter-over-quarter.
- 9 funds opened new State Street US Sector Rotation ETF positions in Q4 2019 and 4 closed out, a net change of +5 holders.
- The largest State Street US Sector Rotation ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $5.32M added.
- The largest State Street US Sector Rotation ETF seller in Q4 2019 was USAdvisors Wealth Management, an estimated $835K sold.
Based on aggregated 13F filings for Q4 2019.