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State Street US Sector Rotation ETF

37 hedge funds and large institutions have $125M invested in State Street US Sector Rotation ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

42% more capital invested

Capital invested by funds: $88M → $125M (+$37.3M)

23% more funds holding

Funds holding: 3037 (+7)

5.14% more ownership

Funds ownership: 72.18%77.32% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.9M +$2.81M +64,800 +7%
APC
2
Aspire Private Capital
North Carolina
$15.8M +$15.4M +353,992 +12,798%
PAS
3
Park Avenue Securities
New York
$9.95M +$1.15M +26,488 +13%
GM
4
GeoWealth Management
Illinois
$8.53M +$632K +14,553 +8%
SS
5
Simplicity Solutions
Minnesota
$6.48M +$1.29M +29,617 +25%
MA
6
Mutual Advisors
Nebraska
$6.38M +$550K +12,674 +10%
LPL Financial
7
LPL Financial
California
$4.45M +$1.27M +29,258 +41%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.73M +$395K +9,097 +12%
AC
9
Apella Capital
Connecticut
$3.66M +$3.58M +82,488 New
T
10
TRUADVICE
Florida
$3.1M +$247K +5,682 +9%
AWM
11
AE Wealth Management
Kansas
$2.79M +$317K +7,306 +13%
CW
12
CreativeOne Wealth
Kansas
$2.62M +$7.64K +176 +0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.99M +$382K +8,801 +25%
KFS
14
Kelly Financial Services
Massachusetts
$1.87M +$3.61M +83,209 New
FFWM
15
Future Financial Wealth Management
Ohio
$1.7M -$1.36M -31,221 -45%
CAAS
16
Capital Asset Advisory Services
Michigan
$1.66M -$15.4K -354 -0.9%
SPC
17
Sigma Planning Corp
Michigan
$1.25M +$272K +6,269 +29%
PAG
18
Private Advisor Group
New Jersey
$1.24M -$221K -5,101 -15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$624K +$35.6K +819 +6%
NA
20
NewEdge Advisors
Louisiana
$556K +$544K +12,528 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$453K +$173K +3,974 +64%
FEM
22
Fulcrum Equity Management
Texas
$431K -$126K -2,899 -23%
PFA
23
Professional Financial Advisors
Nebraska
$428K -$42.3K -974 -9%
Citadel Advisors
24
Citadel Advisors
Florida
$407K +$68.8K +1,585 +21%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$385K -$4.34K -100 -1%

XLSR Hedge Fund Activity: Q2 2021 in Review

37 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2021, worth a combined $125M — up 42% from $88M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XLSR positions and 1 closed out — a net gain of 7 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Aspire Private Capital, adding an estimated $15.4M. The largest seller was Future Financial Wealth Management, cutting an estimated $1.36M.

  • 37 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2021, up from 30 in Q1 2021.
  • Funds reported $125M of State Street US Sector Rotation ETF stock for Q2 2021, up 42% quarter-over-quarter.
  • 8 funds opened new State Street US Sector Rotation ETF positions in Q2 2021 and 1 closed out, a net change of +7 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2021 was Aspire Private Capital, an estimated $15.4M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2021 was Future Financial Wealth Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2021.