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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
276
Windham Capital Management
Massachusetts
$1.73M – – –
PSP
277
Principal Street Partners
Tennessee
$1.72M +$1.72M +26,589 New
PG
278
Proffitt & Goodson
Tennessee
$1.7M -$23.8K -369 -1%
AF
279
Allworth Financial
California
$1.68M -$39.9K -618 -2%
OR
280
Olympiad Research
Connecticut
$1.68M +$1.68M +26,016 New
DLCIG
281
D.L. Carlson Investment Group
New Hampshire
$1.68M -$66.4K -1,027 -4%
CMO
282
Covenant Multifamily Offices
Texas
$1.66M +$821K +16,559 +98%
ACP
283
Aveo Capital Partners
Colorado
$1.66M -$313K -4,847 -16%
HIP
284
Harrell Investment Partners
Texas
$1.65M +$1.65M +25,575 New
DIM
285
Delta Investment Management
California
$1.63M -$210K -3,250 -11%
SWP
286
Stratos Wealth Partners
Ohio
$1.62M +$248K +3,833 +18%
SIM
287
SSI Investment Management
California
$1.62M -$380K -5,877 -19%
FMTCOCP
288
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.59M +$210K +3,255 +15%
CBT
289
Central Bank & Trust
Kentucky
$1.59M +$137K +2,127 +9%
MBT
290
Montecito Bank & Trust
California
$1.59M +$142K +2,200 +10%
RFC
291
Regions Financial Corp
Alabama
$1.58M -$205K -3,178 -11%
CWM
292
CMH Wealth Management
New Hampshire
$1.58M +$8.4K +130 +0.5%
IFA
293
Interactive Financial Advisors
Illinois
$1.56M +$28.6K +443 +2%
KPW
294
Kore Private Wealth
New York
$1.55M -$86.1K -1,332 -5%
SAM
295
Securian Asset Management
Minnesota
$1.55M – – –
SDAM
296
Shulman DeMeo Asset Management
New York
$1.54M +$128K +1,983 +9%
EIP
297
Ellis Investment Partners
Pennsylvania
$1.53M +$36.4K +570 +2%
SBWM
298
Sunflower Bank Wealth Management
Arizona
$1.53M -$3.9M -60,365 -72%
RMC
299
Regis Management Company
California
$1.52M – – –
AFS
300
Access Financial Services
Minnesota
$1.52M – – –
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