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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
226
Fiduciary Group
Georgia
$2.4M -$6.46K -100 -0.3%
NCM
227
Noesis Capital Mangement
Florida
$2.39M -$53.3K -825 -2%
NFG
228
Next Financial Group
Texas
$2.37M +$276K +4,270 +13%
IAA
229
Independent Advisor Alliance
North Carolina
$2.37M +$2.37M +36,610 New
PP
230
Patten & Patten
Tennessee
$2.33M +$72.5K +1,121 +3%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$2.32M +$198K +3,067 +9%
OMC
232
Old Mission Capital
Illinois
$2.3M +$2.3M +35,582 New
FFN
233
Focus Financial Network
Minnesota
$2.29M +$235K +3,639 +11%
IWM
234
IHT Wealth Management
Illinois
$2.27M +$129K +1,997 +6%
FSA
235
Financial Services Advisory
Maryland
$2.26M -$159K -2,456 -7%
BAM
236
Brave Asset Management
New Jersey
$2.25M +$2.25M +34,776 New
WA
237
WBH Advisory
Maryland
$2.23M +$92K +1,424 +4%
AP
238
Appleton Partners
Massachusetts
$2.22M +$23.3K +361 +1%
KOMWMG
239
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.19M +$2.19M +33,866 New
IP
240
Investment Partners
Ohio
$2.18M -$210K -3,243 -9%
HIIFS
241
Harel Insurance Investments & Financial Services
Israel
$2.17M -$42.3K -655 -2%
WWM
242
Western Wealth Management
Colorado
$2.16M +$620K +9,599 +40%
SC
243
Solstein Capital
California
$2.15M +$1.06M +16,404 +97%
AA
244
Ancora Advisors
Ohio
$2.13M +$2.13M +32,987 New
FMP
245
Financial Management Professionals
Texas
$2.12M +$2.12M +32,800 New
NCM
246
Niemann Capital Management
Nevada
$2.1M +$2.1M +32,514 New
ClearBridge Investments
247
ClearBridge Investments
New York
$2.09M – – –
AI
248
Atria Investments
North Carolina
$2.08M -$2.89M -44,743 -58%
WG
249
Winton Group
United Kingdom
$2.07M +$2.07M +32,061 New
Chevy Chase Trust
250
Chevy Chase Trust
Maryland
$2.05M – – –
8 9
10
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