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State Street Utilities Select Sector SPDR ETF

530 hedge funds and large institutions have $6.12B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 166

3% more funds holding

Funds holding: 516530 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

8% less capital invested

Capital invested by funds: $6.64B → $6.12B (-$518M)

21.22% less ownership

Funds ownership: 180.73%159.51% (-21%)

55% less call options, than puts

Call options by funds: $933M | Put options by funds: $2.05B

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.21%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
69
Increased
195
Reduced
166
Closed
50
Calls
$933M
Puts
$2.05B
Net Calls
-$1.12B
Net Calls Change
-$476M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
276
Synovus Financial
Georgia
$713K +$118K +4,490 +20%
SB
277
Simmons Bank
Arkansas
$704K +$1.36K +52 +0.2%
OC
278
Oppenheimer & Co
New York
$696K -$62.6K -2,384 -8%
N
279
Nuveen
North Carolina
$688K -$57.1K -2,176 -8%
WCM
280
Windsor Capital Management
Arizona
$685K -$1.84K -70 -0.3%
SCA
281
Stillwater Capital Advisors
Pennsylvania
$682K +$9.56K +364 +1%
WS
282
Wedbush Securities
California
$681K +$92.6K +3,528 +16%
HTC
283
Haverford Trust Company
Pennsylvania
$675K -$59.3K -2,260 -8%
AW
284
ACG Wealth
Georgia
$663K +$206K +7,828 +44%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$662K
OA
286
Outfitter Advisors
Virginia
$660K -$21K -800 -3%
BCM
287
Boltwood Capital Management
California
$657K -$11.8K -450 -2%
CCMD
288
Cypress Capital Management (Delaware)
Delaware
$636K +$182K +6,940 +40%
SCA
289
Snowden Capital Advisors
New York
$630K +$15.9K +604 +3%
PTC
290
Private Trust Company
Ohio
$630K +$3.68K +140 +0.6%
BP
291
Ballentine Partners
Massachusetts
$630K +$630K +24,000 New
PA
292
Parallel Advisors
California
$610K +$1.05K +40 +0.2%
PG
293
PEAK6 Group
Illinois
$607K -$608K -23,156 -50%
EAM
294
Evanson Asset Management
California
$606K +$1.21K +46 +0.2%
BHB
295
Bank Hapoalim BM
Israel
$604K -$65.7K -2,504 -10%
FHA
296
Flagship Harbor Advisors
Massachusetts
$602K
OMC
297
Old Mission Capital
Illinois
$595K +$601K +22,908 New
LPIC
298
LeJeune Puetz Investment Counsel
Michigan
$584K -$26.3K -1,000 -4%
KA
299
Kovack Advisors
Florida
$580K +$121K +4,618 +26%
FHA
300
First Horizon Advisors
Tennessee
$577K -$50.9K -1,940 -8%

XLU Hedge Fund Activity: Q2 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2017, worth a combined $6.12B — down 7.8% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XLU positions and 50 closed out — a net gain of 19 holders — while 195 added to existing stakes and 166 trimmed.

The largest buyer was Barclays, adding an estimated $338M. The largest seller was Morgan Stanley, cutting an estimated $585M.

  • 530 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2017, up from 516 in Q1 2017.
  • Funds reported $6.12B of State Street Utilities Select Sector SPDR ETF stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 69 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2017 and 50 closed out, a net change of +19 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2017 was Barclays, an estimated $338M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2017 was Morgan Stanley, an estimated $585M sold.

Based on aggregated 13F filings for Q2 2017.