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State Street Consumer Discretionary Select Sector SPDR ETF

535 hedge funds and large institutions have $7.97B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 209 increasing their positions, 165 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 165

5% more funds holding

Funds holding: 511535 (+24)

2% less capital invested

Capital invested by funds: $8.15B → $7.97B (-$187M)

8.34% less ownership

Funds ownership: 135.4%127.06% (-8.3%)

51% less call options, than puts

Call options by funds: $313M | Put options by funds: $640M

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
13.34%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.17%
New
72
Increased
209
Reduced
165
Closed
43
Calls
$313M
Puts
$640M
Net Calls
-$326M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
526
Tortoise Investment Management
New York
$6K
VWA
527
V Wealth Advisors
Kansas
$5K +$5.37K +120 New
LWA
528
Lowe Wealth Advisors
Maryland
$4K
SIAS
529
Shine Investment Advisory Services
Colorado
$4K +$4.3K +96 New
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
RFM
531
Royal Fund Management
Florida
$3K
TCM
532
Tradewinds Capital Management
Washington
$3K
IWM
533
IHT Wealth Management
Illinois
$1.06K +$6.81K +152 +0.9%
FA
534
FMA Advisory
Pennsylvania
$386 -$4.93K -110 -1%
MB
535
Mizuho Bank
Japan
-$52.8M -1,200,000 Closed
Nomura Holdings
536
Nomura Holdings
Japan
-$42.7M -970,964 Closed
XGI
537
XL Group Investments
Bermuda
-$17.6M -399,700 Closed
NI
538
Numeric Investors
Massachusetts
-$15.7M -356,000 Closed
MCM
539
Moore Capital Management
New York
-$13.2M -300,000 Closed
MTB
540
Mizuho Trust & Banking
Japan
-$10.6M -240,000 Closed
KP
541
Keel Point
Alabama
-$8.21M -186,604 Closed
MCG
542
Meru Capital Group
New York
-$5.68M -129,120 Closed
IUHSA
543
Itau Unibanco Holding S.A.
Brazil
-$4.35M -98,844 Closed
BS
544
Banco Santander
Spain
-$3.09M -70,362 Closed
MIAN
545
Mariner Independent Advisor Network
Kansas
-$2.89M -65,782 Closed
MLL
546
Moody Lynn & Lieberson
Massachusetts
-$2.13M -48,450 Closed
Walleye Trading
547
Walleye Trading
New York
-$2.02M -45,102 Closed
ZIG
548
Zurich Insurance Group
Switzerland
-$1.71M -38,860 Closed
Hudson Bay Capital Management
549
Hudson Bay Capital Management
Connecticut
-$1.7M -38,578 Closed
AIM
550
Assured Investment Management
New York
-$1.52M -33,992 Closed

XLY Hedge Fund Activity: Q2 2017 in Review

535 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2017, worth a combined $7.97B — down 2.3% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 43 closed out — a net gain of 29 holders — while 209 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $401M.

  • 535 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2017, up from 511 in Q1 2017.
  • Funds reported $7.97B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2017 and 43 closed out, a net change of +29 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2017 was UBS Group, an estimated $102M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2017.