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State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP

391 hedge funds and large institutions have $3.6B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 124 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

35% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 92

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

13% more funds holding

Funds holding: 347 → 391 (+44)

3% more capital invested

Capital invested by funds: $3.49B → $3.6B (+$109M)

15.17% less ownership

Funds ownership: 112.87% → 97.7% (-15%)

45% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $2.8B

Holders
391
Holders Change
+44
Holders Change %
+12.68%
% of All Funds
6.21%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
88
Increased
124
Reduced
92
Closed
39
Calls
$1.54B
Puts
$2.8B
Net Calls
-$1.27B
Net Calls Change
-$490M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$71.6M
2
CCM
Candlestick Capital Management
Connecticut
+$60.9M
3
Goldman Sachs
Goldman Sachs
New York
+$52.8M
4
LPL Financial
LPL Financial
California
+$43M
5
MCM
Moore Capital Management
New York
+$37.2M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$199M
2
Bank of America
Bank of America
North Carolina
-$142M
3
Citigroup
Citigroup
New York
-$140M
4
MMH
Menora Mivtachim Holdings
Israel
-$129M
5
EIM
Elliott Investment Management
Florida
-$51.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
301
Perigon Wealth Management
California
$203K +$197K +1,375 New
SIC
302
Sterling Investment Counsel
New York
$201K +$195K +1,361 New
EWA
303
EP Wealth Advisors
California
$182K +$176K +1,228 New
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$181K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$176K -$3.58K -25 -2%
SS
306
Sunbelt Securities
Texas
$171K +$859 +6 +0.5%
AAG
307
Armstrong Advisory Group
Massachusetts
$165K -$18.2K -127 -10%
CAM
308
Chesapeake Asset Management
New York
$164K – – –
AF
309
Advisornet Financial
Minnesota
$160K -$2.87K -20 -2%
SFC
310
SYM Financial Corp
Indiana
$125K +$121K +845 New
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$118K – – –
AP
312
Advisors Preferred
Maryland
$110K +$66.2K +462 +150%
Credit Agricole
313
Credit Agricole
France
$109K -$143K -996 -58%
TWC
314
TD Waterhouse Canada
Ontario, Canada
$107K – – –
NS
315
NBC Securities
Alabama
$107K +$104K +723 New
LWA
316
Lowe Wealth Advisors
Maryland
$105K +$85.2K +595 +517%
HIIFS
317
Harel Insurance Investments & Financial Services
Israel
$105K – – –
AWM
318
Avondale Wealth Management
Texas
$91.1K – – –
AA
319
Ancora Advisors
Ohio
$88.7K – – –
FFA
320
Fairfield Financial Advisors
Massachusetts
$88.5K +$430 +3 +0.5%
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$79.7K +$59.3K +414 +331%
BWM
322
BigSur Wealth Management
Florida
$74K +$71.6K +500 New
CA
323
Clearstead Advisors
Ohio
$72.8K +$35.2K +246 +100%
TWP
324
TFO Wealth Partners
Ohio
$64K +$71.2K +497 New
NSIM
325
North Star Investment Management
Illinois
$60.6K – – –
11 12
13
14 15

XOP Hedge Fund Activity: Q3 2023 in Review

391 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q3 2023, worth a combined $3.6B — up 3.1% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new XOP positions and 39 closed out — a net gain of 49 holders — while 124 added to existing stakes and 92 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $71.6M. The largest seller was Toronto Dominion Bank, cutting an estimated $199M.

  • 391 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q3 2023, up from 347 in Q2 2023.
  • Funds reported $3.6B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q3 2023, up 3.1% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q3 2023 and 39 closed out, a net change of +49 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q3 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $71.6M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q3 2023 was Toronto Dominion Bank, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2023.