State Street US Sector Rotation ETF
XLSR
47 hedge funds and large institutions have $131M invested in State Street US Sector Rotation ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more funds holding
Funds holding: 33 → 47 (+14)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
13% more capital invested
Capital invested by funds: $116M → $131M (+$14.8M)
9.81% more ownership
Funds ownership: 65.26% → 75.08% (+9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.84M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.02M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.63M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.42M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$7.62M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$2.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$543K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$472K |
XLSR Hedge Fund Activity: Q4 2021 in Review
47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2021, worth a combined $131M — up 13% from $116M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XLSR positions and 4 closed out — a net gain of 14 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.84M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $7.62M sold.
- 47 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2021, up from 33 in Q3 2021.
- Funds reported $131M of State Street US Sector Rotation ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 18 funds opened new State Street US Sector Rotation ETF positions in Q4 2021 and 4 closed out, a net change of +14 holders.
- The largest State Street US Sector Rotation ETF buyer in Q4 2021 was LPL Financial, an estimated $4.84M added.
- The largest State Street US Sector Rotation ETF seller in Q4 2021 was Simplicity Solutions, an estimated $7.62M sold.
Based on aggregated 13F filings for Q4 2021.