State Street US Sector Rotation ETF
XLSR
33 hedge funds and large institutions have $116M invested in State Street US Sector Rotation ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
6% less capital invested
Capital invested by funds: $123M → $116M (-$7.29M)
9.86% less ownership
Funds ownership: 75.12% → 65.26% (-9.9%)
11% less funds holding
Funds holding: 37 → 33 (-4)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$825K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$748K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$6.38M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.71M |
| 4 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$1.35M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.16M |
XLSR Hedge Fund Activity: Q3 2021 in Review
33 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2021, worth a combined $116M — down 5.9% from $123M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XLSR and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 17 added.
The largest buyer was LPL Financial, adding an estimated $25.6M. The largest seller was Envestnet Asset Management, cutting an estimated $25M.
- 33 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2021, down from 37 in Q2 2021.
- Funds reported $116M of State Street US Sector Rotation ETF stock for Q3 2021, down 5.9% quarter-over-quarter.
- 4 funds opened new State Street US Sector Rotation ETF positions in Q3 2021 and 6 closed out, a net change of -2 holders.
- The largest State Street US Sector Rotation ETF buyer in Q3 2021 was LPL Financial, an estimated $25.6M added.
- The largest State Street US Sector Rotation ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $25M sold.
Based on aggregated 13F filings for Q3 2021.