State Street US Sector Rotation ETF
XLSR
59 hedge funds and large institutions have $187M invested in State Street US Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 13 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 12
9% more capital invested
Capital invested by funds: $172M → $187M (+$15.6M)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
1.01% less ownership
Funds ownership: 85.01% → 84% (-1%)
3% less funds holding
Funds holding: 61 → 59 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.41M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.67M |
| 3 |
MPW
MGO Private Wealth
Irvine,
California
|
+$2.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.85M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFO
Capitol Family Office
Beaverton,
Oregon
|
-$13.6M |
| 2 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
-$1.9M |
| 3 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.9M |
| 4 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
-$1.35M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$515K |
XLSR Hedge Fund Activity: Q4 2022 in Review
59 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2022, worth a combined $187M — up 9.1% from $172M a quarter earlier.
Fund positioning in XLSR was balanced in Q4 2022: 13 funds opened new positions, 13 closed out, 29 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.41M. The largest seller was Capitol Family Office, exiting entirely with an estimated $13.6M sold.
- 59 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2022, down from 61 in Q3 2022.
- Funds reported $187M of State Street US Sector Rotation ETF stock for Q4 2022, up 9.1% quarter-over-quarter.
- 13 funds opened new State Street US Sector Rotation ETF positions in Q4 2022 and 13 closed out, a net change of 0 holders.
- The largest State Street US Sector Rotation ETF buyer in Q4 2022 was LPL Financial, an estimated $7.41M added.
- The largest State Street US Sector Rotation ETF seller in Q4 2022 was Capitol Family Office, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2022.