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State Street US Sector Rotation ETF

91 hedge funds and large institutions have $517M invested in State Street US Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $450M → $517M (+$67M)

3% more funds holding

Funds holding: 8891 (+3)

2.43% more ownership

Funds ownership: 91.42%93.85% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
40
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$197M +$18.6M +377,785 +11%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$62.6M +$11.7M +237,542 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$56.3M +$1.76M +35,661 +3%
HWP
4
Hibernia Wealth Partners
Louisiana
$22.2M +$11.4M +231,950 +114%
PAS
5
Park Avenue Securities
New York
$20.1M +$626K +12,678 +3%
APC
6
Aspire Private Capital
North Carolina
$12.5M -$193K -3,910 -2%
NA
7
NewEdge Advisors
Louisiana
$10.9M +$524K +10,620 +5%
LWMI
8
Landmark Wealth Management (Illinois)
Illinois
$10.8M +$10.4M +211,429 New
Mariner
9
Mariner
Kansas
$8.24M +$4.58M +92,893 +135%
HI
10
Harbour Investments
Wisconsin
$7.15M +$695K +14,084 +11%
FIA
11
Foundations Investment Advisors
Arizona
$6.9M +$1.39M +28,264 +26%
MWM
12
Mosley Wealth Management
California
$6.84M +$1.46M +29,576 +28%
PAG
13
Private Advisor Group
New Jersey
$6.17M +$86.7K +1,756 +1%
AWM
14
Axxcess Wealth Management
California
$5.61M -$106K -2,138 -2%
TC
15
TAP Consulting
Missouri
$5.07M -$43.2K -875 -0.9%
RCM
16
Raleigh Capital Management
North Carolina
$5.03M +$227K +4,592 +5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.84M -$609K -12,338 -11%
SA
18
Sanctuary Advisors
Indiana
$4.57M +$4.68M +94,877 New
AWM
19
AE Wealth Management
Kansas
$4.52M +$445K +9,020 +11%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.4M +$159K +3,226 +4%
Morgan Stanley
21
Morgan Stanley
New York
$3.91M +$805K +16,311 +27%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.4M -$6.27K -127 -0.2%
GM
23
GeoWealth Management
Illinois
$3.35M -$9.51M -192,643 -75%
CW
24
CreativeOne Wealth
Kansas
$2.95M -$143K -2,888 -5%
LIG
25
Lokken Investment Group
Delaware
$2.65M +$20.2K +409 +0.8%

XLSR Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2024, worth a combined $517M — up 15% from $450M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XLSR positions and 6 closed out — a net gain of 5 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was GeoWealth Management, cutting an estimated $9.51M.

  • 91 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2024, up from 88 in Q1 2024.
  • Funds reported $517M of State Street US Sector Rotation ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 11 funds opened new State Street US Sector Rotation ETF positions in Q2 2024 and 6 closed out, a net change of +5 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2024 was LPL Financial, an estimated $18.6M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2024 was GeoWealth Management, an estimated $9.51M sold.

Based on aggregated 13F filings for Q2 2024.