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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
276
Trek Financial
Arizona
$1.47M -$635K -10,641 -30%
AF
277
Allworth Financial
California
$1.47M -$109K -1,829 -7%
CAM
278
Concorde Asset Management
Michigan
$1.46M +$555K +9,302 +61%
Mariner
279
Mariner
Kansas
$1.46M -$8.03M -134,712 -85%
M&T Bank
280
M&T Bank
New York
$1.43M -$332K -5,559 -19%
SAM
281
Securian Asset Management
Minnesota
$1.43M – – –
RMC
282
Regis Management Company
California
$1.4M -$1.4M -23,542 -50%
WEC
283
Winslow Evans & Crocker
Massachusetts
$1.4M +$53.4K +896 +4%
FMWA
284
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$5.37K -90 -0.4%
AFS
285
Access Financial Services
Minnesota
$1.4M – – –
CB
286
Commerce Bank
Missouri
$1.4M -$3.64K -61 -0.3%
SDAM
287
Shulman DeMeo Asset Management
New York
$1.4M -$58.2K -976 -4%
LCH
288
Lee Capital Holdings
New York
$1.39M -$155K -2,602 -10%
HFA
289
High Falls Advisors
New York
$1.39M +$27.8K +467 +2%
SSA
290
Schonfeld Strategic Advisors
New York
$1.38M -$5.92M -101,380 -81%
EWM
291
Executive Wealth Management
Michigan
$1.36M -$175K -2,943 -11%
WIC
292
Woodmont Investment Counsel
Tennessee
$1.36M -$25.3K -425 -2%
LWAC
293
Laurel Wealth Advisors (California)
California
$1.36M +$70.2K +1,178 +5%
VAS
294
Vestmark Advisory Solutions
Massachusetts
$1.35M +$103K +1,731 +8%
EIP
295
Ellis Investment Partners
Pennsylvania
$1.34M +$5K +84 +0.4%
IFA
296
Interactive Financial Advisors
Illinois
$1.33M +$106K +1,769 +9%
BCFS
297
Butensky & Cohen Financial Security
Florida
$1.33M +$34.5K +578 +3%
CBT
298
Central Bank & Trust
Kentucky
$1.33M +$126K +2,106 +10%
EDRH
299
Edmond de Rothschild Holding
Switzerland
$1.33M +$18.2K +305 +1%
ACP
300
Arcus Capital Partners
Georgia
$1.33M +$1.33M +22,235 New
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