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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

776 hedge funds and large institutions have $10.3B invested in Utilities Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 304 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+22
Holders Change %
+2.92%
% of All Funds
17.04%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1.01%
New
85
Increased
304
Reduced
250
Closed
56
Calls
$951M
Puts
$1.59B
Net Calls
-$639M
Net Calls Change
-$169M

Top Buyers

1
Barclays
Barclays
United Kingdom
$454M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$341M
3
Bank of America
Bank of America
North Carolina
$1.4B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$130M
5
Citigroup
Citigroup
New York
$492M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$0
2
Morgan Stanley
Morgan Stanley
New York
$917M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$173M
4
UBS Group
UBS Group
Switzerland
$737M
5
Deutsche Bank
Deutsche Bank
Germany
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$2.41M +$408K +6,297 +20%
MBTD
227
Mechanics Bank - Trust Department
California
$2.4M -$20.5K -317 -0.8%
IP
228
Investment Partners
Ohio
$2.39M +$388 +6 +0%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$2.32M -$42M -649,380 -95%
WA
230
WESPAC Advisors
California
$2.31M -$646K -9,974 -22%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$2.31M +$132K +2,045 +6%
PP
232
Patten & Patten
Tennessee
$2.26M -$88.5K -1,367 -4%
HIIFS
233
Harel Insurance Investments & Financial Services
Israel
$2.21M -$1.63M -25,143 -42%
SW
234
SVB Wealth
Massachusetts
$2.21M +$6.99K +108 +0.3%
AP
235
Appleton Partners
Massachusetts
$2.2M +$53.3K +823 +2%
NA
236
NewEdge Advisors
Louisiana
$2.16M +$1.43M +22,308 +198%
WA
237
WBH Advisory
Maryland
$2.14M +$5.18K +80 +0.2%
IWM
238
IHT Wealth Management
Illinois
$2.14M +$326K +5,029 +18%
PF
239
Phoenix Financial
Israel
$2.13M +$2.13M +34,491 New
Bank of New York Mellon
240
Bank of New York Mellon
New York
$2.12M -$34.5K -533 -2%
ClearBridge Investments
241
ClearBridge Investments
New York
$2.12M – – –
NFG
242
Next Financial Group
Texas
$2.1M +$51.4K +794 +3%
TC
243
Trust Company
Kansas
$2.09M -$273K -4,218 -12%
FFN
244
Focus Financial Network
Minnesota
$2.06M +$324K +5,008 +19%
Chevy Chase Trust
245
Chevy Chase Trust
Maryland
$2.06M -$49.4K -763 -2%
AIC
246
Ayalon Insurance Company
Israel
$2.02M -$465K -7,200 -19%
SIM
247
SSI Investment Management
California
$2M -$1.3K -20 -0.1%
IA
248
IFG Advisory
Georgia
$1.99M +$38.7K +598 +2%
CA
249
Commerzbank Aktiengesellschaft
Germany
$1.97M -$324K -5,000 -14%
MTB
250
Mizuho Trust & Banking
Japan
$1.94M -$3.24M -50,000 -63%
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