State Street US Sector Rotation ETF
XLSR
67 hedge funds and large institutions have $260M invested in State Street US Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 14
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more capital invested
Capital invested by funds: $203M → $260M (+$56.9M)
8% more funds holding
Funds holding: 62 → 67 (+5)
0.29% more ownership
Funds ownership: 86.7% → 86.98% (+0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.84M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.99M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.23M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$554K |
| 3 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$549K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$460K |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$438K |
XLSR Hedge Fund Activity: Q2 2023 in Review
67 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2023, worth a combined $260M — up 28% from $203M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XLSR positions and 7 closed out — a net gain of 6 holders — while 36 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.3M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $1.23M sold.
- 67 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2023, up from 62 in Q1 2023.
- Funds reported $260M of State Street US Sector Rotation ETF stock for Q2 2023, up 28% quarter-over-quarter.
- 13 funds opened new State Street US Sector Rotation ETF positions in Q2 2023 and 7 closed out, a net change of +6 holders.
- The largest State Street US Sector Rotation ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $10.3M added.
- The largest State Street US Sector Rotation ETF seller in Q2 2023 was Simplicity Solutions, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2023.