XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

799 hedge funds and large institutions have $9.89B invested in Utilities Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-35
Holders Change %
-4.2%
% of All Funds
16.42%
Holding in Top 10
27
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-44.9%
% of All Funds
0.55%
New
105
Increased
255
Reduced
294
Closed
134
Calls
$2.2B
Puts
$1.97B
Net Calls
+$232M
Net Calls Change
+$65.7M

Top Buyers

1
PIF
1
Public Investment Fund
Saudi Arabia
$1.86B
2
Citigroup
2
Citigroup
New York
$876M
3
Barclays
3
Barclays
United Kingdom
$498M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$463M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$292M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$620M
2
JSAM
2
J. Safra Asset Management
New York
$4.61M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$87.3M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
226
Bar Harbor Wealth Management
New Hampshire
$2.01M -$119K -2,103 -6%
CAG
227
Csenge Advisory Group
Florida
$2.01M +$65.8K +1,167 +3%
ACM
228
Anfield Capital Management
California
$2.01M +$1.49M +26,277 +290%
SWM
229
SVA Wealth Management
Wisconsin
$1.99M +$72.4K +1,283 +4%
TSS
230
Two Sigma Securities
New York
$1.97M +$810K +14,360 +70%
JWCA
231
J.W. Cole Advisors
Florida
$1.97M +$1.97M +34,930 New
AP
232
Appleton Partners
Massachusetts
$1.9M -$37.5K -665 -2%
RCAG
233
Rehmann Capital Advisory Group
Michigan
$1.9M +$1.9M +33,603 New
PP
234
Patten & Patten
Tennessee
$1.87M -$19.9K -353 -1%
NCM
235
Noesis Capital Mangement
Florida
$1.87M -$195K -3,450 -9%
Creative Planning
236
Creative Planning
Kansas
$1.86M +$151K +2,671 +9%
WS
237
Wedbush Securities
California
$1.86M +$1.11M +19,735 +150%
BBVA
238
Banco Bilbao Vizcaya Argentaria
Spain
$1.86M +$539K +9,562 +41%
ClearBridge Investments
239
ClearBridge Investments
New York
$1.85M – – –
FC
240
Ferris Capital
Massachusetts
$1.84M +$1.84M +32,562 New
CC
241
Claybrook Capital
Massachusetts
$1.81M -$33.9K -600 -2%
JT
242
Jump Trading
Illinois
$1.77M +$1.77M +31,442 New
BCM
243
Brookstone Capital Management
Illinois
$1.77M -$1.45M -25,728 -45%
ANTB
244
AMG National Trust Bank
Colorado
$1.77M +$1.77M +31,333 New
IA
245
IFG Advisory
Georgia
$1.76M -$84.9K -1,505 -5%
RJT
246
Raymond James Trust
Florida
$1.76M +$517K +9,151 +41%
KOMWMG
247
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.75M -$12.2K -217 -0.7%
Chevy Chase Trust
248
Chevy Chase Trust
Maryland
$1.74M – – –
ZIG
249
Zurich Insurance Group
Switzerland
$1.74M +$717K +12,410 +70%
SIA
250
Starfire Investment Advisers
Michigan
$1.71M -$602K -10,670 -26%
8 9
10
11 12