State Street US Sector Rotation ETF
XLSR
54 hedge funds and large institutions have $167M invested in State Street US Sector Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
10% more funds holding
Funds holding: 49 → 54 (+5)
4.51% more ownership
Funds ownership: 78.65% → 83.17% (+4.5%)
2% more capital invested
Capital invested by funds: $164M → $167M (+$3.82M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFO
Capitol Family Office
Beaverton,
Oregon
|
+$15.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.61M |
| 4 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$1.24M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.34M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$847K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$841K |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$467K |
| 5 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
-$464K |
XLSR Hedge Fund Activity: Q2 2022 in Review
54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2022, worth a combined $167M — up 2.3% from $164M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XLSR positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 14 trimmed.
The largest buyer was Capitol Family Office, opening a new position worth an estimated $15.4M. The largest seller was Simplicity Solutions, cutting an estimated $2.34M.
- 54 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2022, up from 49 in Q1 2022.
- Funds reported $167M of State Street US Sector Rotation ETF stock for Q2 2022, up 2.3% quarter-over-quarter.
- 11 funds opened new State Street US Sector Rotation ETF positions in Q2 2022 and 6 closed out, a net change of +5 holders.
- The largest State Street US Sector Rotation ETF buyer in Q2 2022 was Capitol Family Office, an estimated $15.4M added.
- The largest State Street US Sector Rotation ETF seller in Q2 2022 was Simplicity Solutions, an estimated $2.34M sold.
Based on aggregated 13F filings for Q2 2022.