State Street Utilities Select Sector SPDR ETF
XLU
585 hedge funds and large institutions have $6.6B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 188 increasing their positions, 182 reducing their positions, and 59 closing their positions.
98% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 59
10% more funds holding
Funds holding: 532 → 585 (+53)
9.74% more ownership
Funds ownership: 167.04% → 176.79% (+9.7%)
3% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 182
1% more capital invested
Capital invested by funds: $6.51B → $6.6B (+$96.2M)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
60% less call options, than puts
Call options by funds: $724M | Put options by funds: $1.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$296M |
| 2 |
Morgan Stanley
New York
|
+$252M |
| 3 |
Goldman Sachs
New York
|
+$193M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$44.2M |
| 5 |
Two Sigma Advisers
New York
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$290M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$127M |
| 3 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$124M |
| 4 |
Citigroup
New York
|
-$104M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$82.8M |
XLU Hedge Fund Activity: Q4 2017 in Review
585 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2017, worth a combined $6.6B — up 1.5% from $6.51B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new XLU positions and 59 closed out — a net gain of 58 holders — while 188 added to existing stakes and 182 trimmed.
The largest buyer was UBS Group, adding an estimated $296M. The largest seller was JP Morgan Chase, cutting an estimated $290M.
- 585 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2017, up from 532 in Q3 2017.
- Funds reported $6.6B of State Street Utilities Select Sector SPDR ETF stock for Q4 2017, up 1.5% quarter-over-quarter.
- 117 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2017 and 59 closed out, a net change of +58 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2017 was UBS Group, an estimated $296M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2017 was JP Morgan Chase, an estimated $290M sold.
Based on aggregated 13F filings for Q4 2017.