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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

834 hedge funds and large institutions have $7.58B invested in Utilities Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 274 increasing their positions, 304 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-16
Holders Change %
-1.88%
% of All Funds
18.42%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.08%
New
120
Increased
274
Reduced
304
Closed
124
Calls
$1.2B
Puts
$1.04B
Net Calls
+$166M
Net Calls Change
+$982M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$178M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$207M
3
Jane Street
Jane Street
New York
$132M
4
Bank of America
Bank of America
North Carolina
$1.11B
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$81.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$499M
2
PP
Prudential plc
United Kingdom
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$124M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$123M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
251
Jefferies Group
New York
$1.74M +$1.61M +29,027 +1,227%
HHAM
252
HITE Hedge Asset Management
Massachusetts
$1.73M +$1.73M +31,287 New
BAC
253
Boys Arnold & Co
North Carolina
$1.73M +$77.6K +1,400 +5%
KOMWMG
254
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.73M -$147K -2,651 -8%
Chevy Chase Trust
255
Chevy Chase Trust
Maryland
$1.71M -$49.1K -887 -3%
KeyBank National Association
256
KeyBank National Association
Ohio
$1.68M -$447K -8,073 -21%
Creative Planning
257
Creative Planning
Kansas
$1.68M +$174K +3,138 +12%
WFWM
258
Wechter Feldman Wealth Management
New Jersey
$1.65M -$20.2M -364,797 -92%
WWM
259
Western Wealth Management
Colorado
$1.65M -$206K -3,708 -11%
CHC
260
City Holding Co
West Virginia
$1.63M +$379K +6,849 +30%
IFA
261
Interactive Financial Advisors
Illinois
$1.63M +$291K +5,249 +22%
CAL
262
Capital Advisors Ltd
Ohio
$1.62M +$1.09M +19,596 +203%
VAS
263
Vestmark Advisory Solutions
Massachusetts
$1.62M -$5.28M -95,330 -77%
TC
264
Trust Company
Kansas
$1.62M +$9.92K +179 +0.6%
PFO
265
Pathstone Family Office
New Jersey
$1.59M +$7.59K +137 +0.5%
LDB
266
Lee, Danner & Bass
Tennessee
$1.55M +$25K +452 +2%
LJAC
267
L.J. Altfest & Co
New York
$1.55M +$1.34M +24,147 +643%
EIP
268
Ellis Investment Partners
Pennsylvania
$1.52M +$266K +5,102 +21%
TTWM
269
TCV Trust & Wealth Management
Virginia
$1.49M -$46.1K -832 -3%
WCM
270
Windham Capital Management
Massachusetts
$1.49M – – –
MA
271
Montag & Associates
Georgia
$1.49M +$245K +4,425 +20%
IG
272
Inherent Group
New York
$1.47M +$1.47M +26,600 New
FMTCOCP
273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.47M +$101K +1,825 +7%
WWM
274
Willingdon Wealth Management
North Carolina
$1.45M -$142K -2,566 -9%
PAMP
275
Polar Asset Management Partners
Ontario, Canada
$1.45M +$1.45M +26,119 New
9 10
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