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

394 hedge funds and large institutions have $3.73B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 84 increasing their positions, 139 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 97.7%100.7% (+3%)

6% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 77

4% more capital invested

Capital invested by funds: $3.6B → $3.73B (+$130M)

1% more funds holding

Funds holding: 391394 (+3)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 139

48% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $2.14B

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
5.74%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
82
Increased
84
Reduced
139
Closed
77
Calls
$1.12B
Puts
$2.14B
Net Calls
-$1.03B
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$1.56M +$563 +4 +0%
PWA
127
Phoenix Wealth Advisors
North Carolina
$1.54M +$1.57M +11,128 New
HSA
128
HBK Sorce Advisory
Pennsylvania
$1.53M -$23.5K -167 -1%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$1.46M +$1.51M +10,700 New
CL
130
COWA LLC
Oklahoma
$1.46M -$111K -786 -7%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$1.46M -$214K -1,522 -13%
AFS
132
Access Financial Services
Minnesota
$1.45M +$36.6K +260 +3%
TFA
133
Transamerica Financial Advisors
Florida
$1.43M +$88.2K +627 +6%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$1.41M -$541K -3,844 -27%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.4M -$402K -2,859 -22%
VAM
136
Vienna Asset Management
California
$1.39M +$1.41M +10,054 New
LSPW
137
Lake Street Private Wealth
Illinois
$1.38M -$1.05M -7,485 -43%
MA
138
Montag & Associates
Georgia
$1.35M +$94.7K +673 +7%
SC
139
Scotia Capital
Ontario, Canada
$1.3M -$28.6K -203 -2%
USCWA
140
U.S. Capital Wealth Advisors
Texas
$1.3M +$39.3K +279 +3%
AWM
141
AE Wealth Management
Kansas
$1.28M -$1.16M -8,218 -46%
ATC
142
Argent Trust Co
Tennessee
$1.27M -$116K -822 -8%
EFS
143
Essex Financial Services
Connecticut
$1.23M -$64.9K -461 -5%
IAIM
144
International Assets Investment Management
Florida
$1.23M +$1.26M +8,952 New
AAS
145
Avantax Advisory Services
Texas
$1.22M +$960K +6,825 +328%
PIA
146
Perennial Investment Advisors
California
$1.18M +$10.7K +76 +0.9%
MML Investors Services
147
MML Investors Services
Massachusetts
$1.18M -$1.06M -7,525 -47%
RBC
148
Rye Brook Capital
Connecticut
$1.16M -$28.1K -200 -2%
MWM
149
Maltin Wealth Management
New Jersey
$1.16M -$125K -886 -10%
KPWS
150
Kestra Private Wealth Services
Texas
$1.14M -$704 -5 -0.1%

XOP Hedge Fund Activity: Q4 2023 in Review

394 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q4 2023, worth a combined $3.73B — up 3.6% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XOP positions and 77 closed out — a net gain of 5 holders — while 84 added to existing stakes and 139 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $129M.

  • 394 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q4 2023, up from 391 in Q3 2023.
  • Funds reported $3.73B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q4 2023 and 77 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q4 2023 was Goldman Sachs, an estimated $299M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q4 2023 was Bank of America, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.