State Street US Sector Rotation ETF
XLSR
69 hedge funds and large institutions have $281M invested in State Street US Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 6 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 20
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $260M → $281M (+$20.8M)
3.69% more ownership
Funds ownership: 86.98% → 90.67% (+3.7%)
3% more funds holding
Funds holding: 67 → 69 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.59M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.07M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.32M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.19M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.3M |
| 2 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$1.06M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$918K |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$877K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$649K |
XLSR Hedge Fund Activity: Q3 2023 in Review
69 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2023, worth a combined $281M — up 8% from $260M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XLSR positions and 6 closed out — a net gain of 3 holders — while 33 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.59M. The largest seller was Envestnet Asset Management, cutting an estimated $10.3M.
- 69 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2023, up from 67 in Q2 2023.
- Funds reported $281M of State Street US Sector Rotation ETF stock for Q3 2023, up 8% quarter-over-quarter.
- 9 funds opened new State Street US Sector Rotation ETF positions in Q3 2023 and 6 closed out, a net change of +3 holders.
- The largest State Street US Sector Rotation ETF buyer in Q3 2023 was LPL Financial, an estimated $8.59M added.
- The largest State Street US Sector Rotation ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2023.