State Street US Sector Rotation ETF
XLSR
26 hedge funds and large institutions have $115M invested in State Street US Sector Rotation ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
91% more capital invested
Capital invested by funds: $60.1M → $115M (+$54.4M)
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
41.64% more ownership
Funds ownership: 71.9% → 113.54% (+42%)
13% more funds holding
Funds holding: 23 → 26 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$34.6M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$7.19M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$927K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.67M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
-$296K |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$99.1K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$43.4K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$43.1K |
XLSR Hedge Fund Activity: Q4 2020 in Review
26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2020, worth a combined $115M — up 91% from $60.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XLSR positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Citigroup, opening a new position worth an estimated $34.6M. The largest seller was LPL Financial, cutting an estimated $1.67M.
- 26 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $115M of State Street US Sector Rotation ETF stock for Q4 2020, up 91% quarter-over-quarter.
- 6 funds opened new State Street US Sector Rotation ETF positions in Q4 2020 and 3 closed out, a net change of +3 holders.
- The largest State Street US Sector Rotation ETF buyer in Q4 2020 was Citigroup, an estimated $34.6M added.
- The largest State Street US Sector Rotation ETF seller in Q4 2020 was LPL Financial, an estimated $1.67M sold.
Based on aggregated 13F filings for Q4 2020.