State Street US Sector Rotation ETF
XLSR
23 hedge funds and large institutions have $60.1M invested in State Street US Sector Rotation ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
31% more capital invested
Capital invested by funds: $46M → $60.1M (+$14.2M)
21% more funds holding
Funds holding: 19 → 23 (+4)
3.23% more ownership
Funds ownership: 68.67% → 71.9% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.33M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.47M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.37M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.07M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.41M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$412K |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$30.6K |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$26.5K |
XLSR Hedge Fund Activity: Q3 2020 in Review
23 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2020, worth a combined $60.1M — up 31% from $46M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XLSR positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.33M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $1.41M sold.
- 23 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2020, up from 19 in Q2 2020.
- Funds reported $60.1M of State Street US Sector Rotation ETF stock for Q3 2020, up 31% quarter-over-quarter.
- 7 funds opened new State Street US Sector Rotation ETF positions in Q3 2020 and 3 closed out, a net change of +4 holders.
- The largest State Street US Sector Rotation ETF buyer in Q3 2020 was LPL Financial, an estimated $2.33M added.
- The largest State Street US Sector Rotation ETF seller in Q3 2020 was Commonwealth Equity Services, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2020.