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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$320M
2
Bank of America
2
Bank of America
North Carolina
$797M
3
Citigroup
3
Citigroup
New York
$528M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$203M
5
PP
5
Prudential plc
United Kingdom
$554M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$169M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$128M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$217M
4
Charles Schwab
4
Charles Schwab
California
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
226
Man Group
United Kingdom
$2.28M +$2.28M +35,551 New
SWM
227
Spire Wealth Management
Virginia
$2.25M +$2.25M +36,328 New
CCM
228
Cribstone Capital Management
Maine
$2.22M +$41.1K +641 +2%
KPWS
229
Kestra Private Wealth Services
Texas
$2.21M -$2.17M -33,961 -50%
CF
230
Clarity Financial
Texas
$2.21M -$8.94M -139,578 -80%
HWA
231
Heritage Wealth Advisors
Virginia
$2.16M +$1.12M +17,562 +109%
SCA
232
Strategic Capital Advisers
Colorado
$2.12M -$223K -3,489 -10%
GRP
233
Global Retirement Partners
California
$2.1M +$106K +1,650 +5%
MIAN
234
Mariner Independent Advisor Network
Kansas
$2.1M +$222K +3,468 +12%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$2.07M +$18.1K +282 +0.9%
PP
236
Patten & Patten
Tennessee
$2.06M -$46.7K -729 -2%
ClearBridge Investments
237
ClearBridge Investments
New York
$2.05M – – –
PP
238
Paloma Partners
Connecticut
$2.03M -$6.34M -98,998 -76%
TF
239
TIAA FSB
Florida
$2.03M +$4.42K +69 +0.2%
UAS
240
United Asset Strategies
New York
$2.03M -$1.53M -23,908 -43%
HMS
241
Hanseatic Management Services
New Mexico
$2.02M +$161K +2,520 +9%
PFO
242
Pathstone Family Office
New Jersey
$2.01M +$92.5K +1,445 +5%
AAS
243
Avantax Advisory Services
Texas
$2M -$360K -5,625 -15%
Bank of New York Mellon
244
Bank of New York Mellon
New York
$1.99M -$203K -3,169 -9%
PA
245
PFG Advisors
Arizona
$1.99M +$1.76M +27,418 +760%
1IA
246
1834 Investment Advisors
Wisconsin
$1.98M +$194K +3,022 +11%
TC
247
Trust Company
Kansas
$1.97M -$117K -1,825 -6%
NA
248
Nottingham Advisors
New York
$1.96M -$10.8M -167,657 -85%
CGIM
249
Cannon Global Investment Management
Florida
$1.96M +$1.96M +30,600 New
NCM
250
Noesis Capital Mangement
Florida
$1.94M -$28.8K -450 -1%
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