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State Street US Sector Rotation ETF

49 hedge funds and large institutions have $164M invested in State Street US Sector Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $131M → $164M (+$32.6M)

4% more funds holding

Funds holding: 4749 (+2)

3.58% more ownership

Funds ownership: 75.08%78.65% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$54M +$19M +426,372 +56%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.1M +$1.74M +38,981 +9%
APC
3
Aspire Private Capital
North Carolina
$14.6M +$140K +3,137 +1%
SS
4
Simplicity Solutions
Minnesota
$12.4M +$12.2M +273,925 New
PAS
5
Park Avenue Securities
New York
$11.8M +$409K +9,175 +4%
AWM
6
AE Wealth Management
Kansas
$5.63M +$1.57M +35,228 +39%
GM
7
GeoWealth Management
Illinois
$4.93M -$116K -2,608 -2%
CW
8
CreativeOne Wealth
Kansas
$4.79M +$196K +4,403 +4%
RCM
9
Raleigh Capital Management
North Carolina
$3.84M +$377K +8,445 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.11M -$356K -7,978 -12%
T
11
TRUADVICE
Florida
$2.29M -$26.9K -603 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.17M -$394K -8,826 -16%
KAS
13
Kestra Advisory Services
Texas
$1.98M +$585K +13,114 +43%
AC
14
Apella Capital
Connecticut
$1.72M -$67.2K -1,508 -4%
FFWM
15
Future Financial Wealth Management
Ohio
$1.59M -$206K -4,627 -12%
SPC
16
Sigma Planning Corp
Michigan
$1.59M +$31.8K +714 +2%
AWM
17
Axxcess Wealth Management
California
$1.55M -$27.4K -614 -2%
CAAS
18
Capital Asset Advisory Services
Michigan
$1.55M -$59.6K -1,337 -4%
PAG
19
Private Advisor Group
New Jersey
$1.35M +$60.2K +1,350 +5%
FFN
20
Focus Financial Network
Minnesota
$1.21M +$1.2M +26,812 New
NA
21
NewEdge Advisors
Louisiana
$986K +$68.5K +1,536 +8%
SAM
22
Strategic Asset Management
Minnesota
$794K -$76.5K -1,715 -9%
SWM
23
Silverlake Wealth Management
Vermont
$743K -$584K -13,102 -44%
KFS
24
Kelly Financial Services
Massachusetts
$586K -$31K -695 -5%
PFA
25
Professional Financial Advisors
Nebraska
$508K +$13.9K +312 +3%

XLSR Hedge Fund Activity: Q1 2022 in Review

49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2022, worth a combined $164M — up 25% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XLSR positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $19M. The largest seller was Castleview Partners, cutting an estimated $15.2M.

  • 49 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2022, up from 47 in Q4 2021.
  • Funds reported $164M of State Street US Sector Rotation ETF stock for Q1 2022, up 25% quarter-over-quarter.
  • 11 funds opened new State Street US Sector Rotation ETF positions in Q1 2022 and 7 closed out, a net change of +4 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2022 was LPL Financial, an estimated $19M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2022 was Castleview Partners, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2022.