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 %
TC
251
Trust Company
Kansas
$1.7M +$55K +975 +3%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$1.69M -$504K -8,939 -23%
Federated Hermes
253
Federated Hermes
Pennsylvania
$1.69M +$226K +4,000 +15%
CHC
254
City Holding Co
West Virginia
$1.66M -$5.53K -98 -0.3%
Simplex Trading
255
Simplex Trading
Illinois
$1.65M +$1.5M +26,536 +983%
CAL
256
Capital Advisors Ltd
Ohio
$1.64M -$7.67K -136 -0.5%
VFA
257
Voya Financial Advisors
Connecticut
$1.63M +$779K +13,857 +91%
UR
258
USCA RIA
Texas
$1.63M +$1.63M +28,867 New
PFO
259
Pathstone Family Office
New Jersey
$1.62M +$6.95K +123 +0.4%
State Street
260
State Street
Massachusetts
$1.61M +$1.61M +28,492 New
CMO
261
Covenant Multifamily Offices
Texas
$1.58M +$622K +11,014 +65%
TAM
262
Tocqueville Asset Management
New York
$1.57M -$547K -9,687 -26%
BFA
263
Beaumont Financial Advisors
Massachusetts
$1.57M +$1.21M +21,441 +333%
KeyBank National Association
264
KeyBank National Association
Ohio
$1.55M -$160K -2,842 -9%
AFP
265
Ausdal Financial Partners
Iowa
$1.54M +$826K +14,648 +116%
CWM
266
CMH Wealth Management
New Hampshire
$1.53M -$1.6M -28,278 -51%
MTIM
267
Marathon Trading Investment Management
Pennsylvania
$1.53M +$1.1M +19,468 +254%
TTWM
268
TCV Trust & Wealth Management
Virginia
$1.53M +$5.87K +104 +0.4%
ASN
269
Advisory Services Network
Georgia
$1.51M -$2.37M -41,932 -61%
WCM
270
Windham Capital Management
Massachusetts
$1.51M – – –
GRP
271
Global Retirement Partners
California
$1.51M +$181K +3,215 +14%
CAM
272
Concorde Asset Management
Michigan
$1.51M +$171K +3,034 +13%
BCFS
273
Butensky & Cohen Financial Security
Florida
$1.48M +$150K +2,658 +11%
CCM
274
Cribstone Capital Management
Maine
$1.48M +$586K +10,378 +66%
IFA
275
Interactive Financial Advisors
Illinois
$1.47M -$184K -3,262 -11%
9 10
11
12 13