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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

700 hedge funds and large institutions have $8.56B invested in Utilities Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+90
Holders Change %
+14.75%
% of All Funds
15.62%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.94%
New
153
Increased
262
Reduced
162
Closed
56
Calls
$447M
Puts
$1.4B
Net Calls
-$958M
Net Calls Change
-$796M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.08B
2
Bank of America
Bank of America
North Carolina
$869M
3
Nomura Holdings
Nomura Holdings
Japan
$119M
4
Morgan Stanley
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
Citigroup
New York
$261M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$57.9M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
251
Simplex Trading
Illinois
$1.36M +$1.15M +21,727 +543%
ICM
252
Ionic Capital Management
New York
$1.35M -$661K -12,500 -33%
Allianz Asset Management
253
Allianz Asset Management
Germany
$1.32M +$1.32M +24,900 New
SDAM
254
Shulman DeMeo Asset Management
New York
$1.29M +$1.29M +24,404 New
UR
255
USCA RIA
Texas
$1.29M +$511K +9,662 +66%
OC
256
Oppenheimer & Co
New York
$1.29M -$771K -14,572 -37%
Walleye Trading
257
Walleye Trading
New York
$1.28M +$1.28M +24,220 New
CC
258
Covalis Capital
United Kingdom
$1.28M -$26.8M -505,791 -95%
MWM
259
MinichMacGregor Wealth Management
New York
$1.28M +$1.27M +23,850 +11,925%
SAM
260
Securian Asset Management
Minnesota
$1.27M – – –
CB
261
Commerce Bank
Missouri
$1.25M +$107K +2,025 +9%
AWE
262
Avidian Wealth Enterprises
Texas
$1.25M +$595K +11,249 +91%
AFS
263
Access Financial Services
Minnesota
$1.24M +$22K +415 +2%
HFA
264
High Falls Advisors
New York
$1.23M +$745K +14,074 +155%
FMWA
265
Forvis Mazars Wealth Advisors
Missouri
$1.22M +$67.8K +1,280 +6%
TFA
266
Transamerica Financial Advisors
Florida
$1.21M +$504K +9,514 +72%
EIP
267
Ellis Investment Partners
Pennsylvania
$1.2M +$1.2M +22,688 New
BS
268
Banco Santander
Spain
$1.18M -$5.67M -107,280 -83%
TWM
269
Torch Wealth Management
Ohio
$1.17M – – –
CAC
270
Certified Advisory Corp
Florida
$1.17M +$135K +2,543 +13%
HNB
271
Huntington National Bank
Ohio
$1.16M -$230K -4,341 -17%
CHC
272
City Holding Co
West Virginia
$1.16M -$8.73K -165 -0.7%
PPA
273
Parametric Portfolio Associates
Washington
$1.16M -$9.42K -178 -0.8%
Creative Planning
274
Creative Planning
Kansas
$1.15M -$8.89K -168 -0.8%
AWA
275
Arete Wealth Advisors
Illinois
$1.15M +$696K +13,153 +152%
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