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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
CWM
176
Calamos Wealth Management
Illinois
$976K – – –
EGA
177
E&G Advisors
Texas
$972K -$14.3K -100 -1%
FCBT
178
First Citizens Bank & Trust
North Carolina
$964K – – –
EP
179
Edgestream Partners
New Jersey
$916K +$887K +6,194 New
AC
180
Anson Capital
Georgia
$883K -$15.6K -109 -2%
BCM
181
Barometer Capital Management
Ontario, Canada
$828K +$530K +3,700 +195%
MAP
182
Milestone Advisory Partners
North Carolina
$821K +$80.5K +562 +11%
WC
183
Westwind Capital
New Mexico
$814K +$789K +5,505 New
MIC
184
Meridian Investment Counsel
California
$809K +$14.3K +100 +2%
B
185
Bridgeworth
Alabama
$761K – – –
TRCT
186
Tower Research Capital (TRC)
New York
$753K +$662K +4,622 +979%
HCP
187
Holt Capital Partners
Texas
$748K -$66.2K -462 -8%
CWMGP
188
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$744K +$720K +5,027 New
KAS
189
Kestra Advisory Services
Texas
$720K +$72.2K +504 +12%
GWM
190
Geneos Wealth Management
Colorado
$719K +$605K +4,223 +660%
PCS
191
Personal CFO Solutions
New Jersey
$719K -$10.9K -76 -2%
AA
192
Advisory Alpha
Michigan
$711K -$253K -1,767 -27%
QT
193
Quantbot Technologies
New York
$694K +$672K +4,694 New
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$694K +$672K +4,692 New
OWA
195
Octavia Wealth Advisors
Ohio
$680K -$4.58K -32 -0.7%
PHS
196
Pekin Hardy Strauss
Illinois
$671K +$38K +265 +6%
SF
197
Summit Financial
New Jersey
$663K -$60K -419 -9%
Mariner
198
Mariner
Kansas
$647K +$627K +4,378 New
BAM
199
Belpointe Asset Management
Nevada
$636K +$231K +1,611 +60%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$593K – – –
6 7
8
9 10

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.