State Street US Sector Rotation ETF
XLSR
17 hedge funds and large institutions have $32.3M invested in State Street US Sector Rotation ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $27.8M → $32.3M (+$4.49M)
6% more funds holding
Funds holding: 16 → 17 (+1)
7.05% less ownership
Funds ownership: 80.47% → 73.42% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.12M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.4M |
| 3 |
PAS
Park Avenue Securities
New York
|
+$1.34M |
| 4 |
LPL Financial
San Diego,
California
|
+$812K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$682K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIS
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
-$73K |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$49.1K |
| 3 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$35K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$9.18K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$5.57K |
XLSR Hedge Fund Activity: Q1 2020 in Review
17 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2020, worth a combined $32.3M — up 16% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XLSR positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.12M. The largest seller was Accurate Investment Solutions, exiting entirely with an estimated $73K sold.
- 17 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2020, up from 16 in Q4 2019.
- Funds reported $32.3M of State Street US Sector Rotation ETF stock for Q1 2020, up 16% quarter-over-quarter.
- 6 funds opened new State Street US Sector Rotation ETF positions in Q1 2020 and 3 closed out, a net change of +3 holders.
- The largest State Street US Sector Rotation ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $5.12M added.
- The largest State Street US Sector Rotation ETF seller in Q1 2020 was Accurate Investment Solutions, an estimated $73K sold.
Based on aggregated 13F filings for Q1 2020.