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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 %
TGAM
251
TBH Global Asset Management
Tennessee
$1.89M -$886K -13,835 -32%
CCT
252
Chemung Canal Trust
New York
$1.88M -$998K -15,585 -35%
TF
253
Trek Financial
Arizona
$1.87M +$1.87M +29,167 New
DC
254
Davenport & Co
Virginia
$1.87M +$393K +6,131 +27%
CWM
255
Collaborative Wealth Management
Florida
$1.86M +$1.86M +25,016 New
WP
256
WealthSource Partners
California
$1.86M +$383K +5,986 +26%
KOMWMG
257
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.84M +$19.3K +301 +1%
LCM
258
LCM Capital Management
Illinois
$1.81M +$268K +4,191 +17%
UCFA
259
United Capital Financial Advisors
Texas
$1.81M -$169K -2,645 -9%
Chevy Chase Trust
260
Chevy Chase Trust
Maryland
$1.8M – – –
F
261
F3Logic
Minnesota
$1.8M -$82.7K -1,289 -4%
AWP
262
Accretive Wealth Partners
New Jersey
$1.79M +$197K +3,079 +12%
SIMM
263
Stillwater Investment Management (Minnesota)
Minnesota
$1.79M +$244K +3,816 +16%
SFG
264
SageGuard Financial Group
Tennessee
$1.78M +$52.9K +825 +3%
CWM
265
CMH Wealth Management
New Hampshire
$1.78M +$1.47K +23 +0.1%
SWM
266
Strategic Wealth Management
Washington
$1.77M -$1.66M -25,873 -48%
TTWM
267
TCV Trust & Wealth Management
Virginia
$1.75M +$13.4K +209 +0.8%
FMTCOCP
268
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.75M +$107K +1,675 +7%
CC
269
Carlson Capital
Texas
$1.74M -$12.7M -198,100 -88%
BCFS
270
Butensky & Cohen Financial Security
Florida
$1.72M +$44.2K +690 +3%
WCM
271
Windham Capital Management
Massachusetts
$1.72M – – –
JIP
272
Jaffetilchin Investment Partners
Florida
$1.69M -$634K -9,909 -27%
NFP
273
Novak Financial Planning
Maryland
$1.67M +$57.5K +897 +4%
CH
274
Canton Hathaway
Rhode Island
$1.67M +$177K +2,758 +12%
Sumitomo Mitsui Trust Group
275
Sumitomo Mitsui Trust Group
Japan
$1.66M -$22.7M -354,010 -93%
9 10
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