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State Street US Sector Rotation ETF

62 hedge funds and large institutions have $172M invested in State Street US Sector Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

15% more funds holding

Funds holding: 5462 (+8)

2.89% more ownership

Funds ownership: 83.17%86.06% (+2.9%)

3% more capital invested

Capital invested by funds: $167M → $172M (+$4.33M)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
21
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$58M +$6.5M +163,140 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.7M +$7.95M +199,592 +33%
CFO
3
Capitol Family Office
Oregon
$13.6M +$285K +7,151 +2%
APC
4
Aspire Private Capital
North Carolina
$11.6M -$427K -10,719 -3%
PAS
5
Park Avenue Securities
New York
$11M +$790K +19,829 +7%
AWM
6
AE Wealth Management
Kansas
$5.39M +$627K +15,746 +12%
GM
7
GeoWealth Management
Illinois
$5.33M +$1.31M +32,771 +28%
CW
8
CreativeOne Wealth
Kansas
$2.89M -$190K -4,763 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.73M +$432K +10,848 +17%
AWM
10
Axxcess Wealth Management
California
$2.38M +$176K +4,407 +7%
T
11
TRUADVICE
Florida
$2.15M +$9.2K +231 +0.4%
RCM
12
Raleigh Capital Management
North Carolina
$1.97M -$747K -18,738 -25%
FCAG
13
First Capital Advisors Group
New Jersey
$1.9M +$2.11M +52,834 New
SIA
14
SkyView Investment Advisors
New Jersey
$1.9M +$2.11M +52,834 New
KAS
15
Kestra Advisory Services
Texas
$1.82M +$41.8K +1,049 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.73M +$9.84K +247 +0.5%
SS
17
Simplicity Solutions
Minnesota
$1.72M -$6.76M -169,648 -78%
FFWM
18
Future Financial Wealth Management
Ohio
$1.35M +$11.4K +285 +0.8%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.3M +$265K +6,644 +22%
AC
20
Apella Capital
Connecticut
$1.2M +$5.22K +131 +0.4%
NA
21
NewEdge Advisors
Louisiana
$1.17M +$75.8K +1,902 +6%
PAG
22
Private Advisor Group
New Jersey
$1.03M -$64.1K -1,609 -5%
MPW
23
MGO Private Wealth
California
$972K +$1.08M +27,063 New
AWS
24
Atria Wealth Solutions
New York
$653K +$411K +10,308 +131%
CAAS
25
Capital Asset Advisory Services
Michigan
$589K -$257K -6,451 -28%

XLSR Hedge Fund Activity: Q3 2022 in Review

62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2022, worth a combined $172M — up 2.6% from $167M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XLSR positions and 8 closed out — a net gain of 8 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.95M. The largest seller was Simplicity Solutions, cutting an estimated $6.76M.

  • 62 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2022, up from 54 in Q2 2022.
  • Funds reported $172M of State Street US Sector Rotation ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 16 funds opened new State Street US Sector Rotation ETF positions in Q3 2022 and 8 closed out, a net change of +8 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $7.95M added.
  • The largest State Street US Sector Rotation ETF seller in Q3 2022 was Simplicity Solutions, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2022.