XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$995M
2
FMI
Factory Mutual Insurance
Massachusetts
$194M
3
Citigroup
Citigroup
New York
$351M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
5
Bank of America
Bank of America
North Carolina
$1.16B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$708M
2
SGI
Swan Global Investments
Colorado
$257M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$4.88M
4
PP
Paloma Partners
Connecticut
$5.54M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
251
Mariner Independent Advisor Network
Kansas
$1.79M +$1.79M +30,302 New
DBRC
252
D.B. Root & Company
Pennsylvania
$1.76M +$674K +11,310 +62%
FAIM
253
Financial Advocates Investment Management
Washington
$1.75M +$1.19M +20,024 +213%
AWM
254
AE Wealth Management
Kansas
$1.75M +$1.18M +19,749 +208%
PFO
255
Pathstone Family Office
New Jersey
$1.74M +$6.8K +114 +0.4%
TTWM
256
TCV Trust & Wealth Management
Virginia
$1.72M -$17.7K -297 -1%
IIA
257
IPG Investment Advisors
California
$1.7M – – –
CWM
258
CMH Wealth Management
New Hampshire
$1.67M -$82.3K -1,380 -5%
IWM
259
IHT Wealth Management
Illinois
$1.67M +$34.8K +583 +2%
MFG
260
Magnus Financial Group
New York
$1.66M +$357K +5,991 +27%
DLCIG
261
D.L. Carlson Investment Group
New Hampshire
$1.65M +$18.7K +313 +1%
FTS
262
Fifth Third Securities
Ohio
$1.64M +$1.64M +27,531 New
ACM
263
Ategra Capital Management
Virginia
$1.64M -$25.4K -426 -2%
SPIA
264
Steward Partners Investment Advisory
New York
$1.63M -$1.99M -33,439 -55%
KPW
265
Kore Private Wealth
New York
$1.62M +$119K +1,989 +8%
AIM
266
Aspen Investment Management
Michigan
$1.61M +$631K +10,588 +64%
BAC
267
Boys Arnold & Co
North Carolina
$1.6M -$108K -1,815 -6%
WCM
268
Windham Capital Management
Massachusetts
$1.6M – – –
FFN
269
Focus Financial Network
Minnesota
$1.6M -$3.61M -60,615 -69%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$1.59M +$150K +2,520 +10%
SWM
271
SVA Wealth Management
Wisconsin
$1.56M +$88.6K +1,486 +6%
MA
272
Montag & Associates
Georgia
$1.54M +$382K +6,398 +33%
PG
273
Proffitt & Goodson
Tennessee
$1.53M -$76.4K -1,281 -5%
CC
274
Callan Capital
California
$1.49M -$39.2K -658 -3%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$1.48M +$141K +2,365 +11%
9 10
11
12 13