XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

700 hedge funds and large institutions have $8.56B invested in Utilities Select Sector SPDR Fund in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 162 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+90
Holders Change %
+14.75%
% of All Funds
15.62%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.94%
New
153
Increased
262
Reduced
162
Closed
56
Calls
$447M
Puts
$1.4B
Net Calls
-$958M
Net Calls Change
-$796M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.08B
2
Bank of America
Bank of America
North Carolina
$869M
3
Nomura Holdings
Nomura Holdings
Japan
$119M
4
Morgan Stanley
Morgan Stanley
New York
$1.14B
5
AssetMark Inc
AssetMark Inc
California
$88.9M

Top Sellers

1
Citigroup
Citigroup
New York
$261M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$151M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$57.9M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
276
D.B. Root & Company
Pennsylvania
$1.15M +$764K +14,430 +197%
SFA
277
Sequoia Financial Advisors
Ohio
$1.15M -$47.4K -895 -4%
HCM
278
Hollencrest Capital Management
California
$1.13M – – –
BCFS
279
Butensky & Cohen Financial Security
Florida
$1.12M -$10.8K -205 -1%
FCI
280
Financial Counselors Inc
Kansas
$1.12M -$195K -3,684 -15%
KA
281
Kovack Advisors
Florida
$1.12M +$641K +12,123 +135%
PFP
282
Pinnacle Financial Partners
Tennessee
$1.11M +$42.1K +796 +4%
UWM
283
USAdvisors Wealth Management
Minnesota
$1.11M +$742K +14,024 +199%
LWAC
284
Laurel Wealth Advisors (California)
California
$1.08M -$111K -2,093 -9%
LDB
285
Lee, Danner & Bass
Tennessee
$1.07M – – –
Brown Advisory
286
Brown Advisory
Maryland
$1.06M +$773K +14,597 +265%
LPC
287
Loeb Partners Corp
New York
$1.06M – – –
SWM
288
SVA Wealth Management
Wisconsin
$1.04M +$245K +4,635 +31%
HCP
289
Holt Capital Partners
Texas
$1.03M -$99.5K -1,880 -9%
IFA
290
Interactive Financial Advisors
Illinois
$1.02M +$257K +4,855 +34%
CASB
291
Cape Ann Savings Bank
Massachusetts
$1.02M -$33.5K -603 -3%
1832 Asset Management
292
1832 Asset Management
Ontario, Canada
$1M +$1M +18,925 New
TFS
293
Thoroughbred Financial Services
Tennessee
$998K +$998K +16,576 New
BIA
294
Barry Investment Advisors
Massachusetts
$988K +$5.29K +100 +0.5%
ASN
295
Advisory Services Network
Georgia
$969K +$141K +2,671 +17%
Toronto Dominion Bank
296
Toronto Dominion Bank
Ontario, Canada
$968K +$964K +18,227 +21,444%
SFS
297
Sowell Financial Services
Arkansas
$968K +$968K +18,286 New
AIC
298
Ameritas Investment Company
Nebraska
$964K +$964K +18,221 New
EVM
299
Eaton Vance Management
Massachusetts
$954K – – –
1SB
300
1ST Source Bank
Indiana
$953K +$15.9K +300 +2%
10 11
12
13 14