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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

879 hedge funds and large institutions have $9.55B invested in Utilities Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 254 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+74
Holders Change %
+9.19%
% of All Funds
15.6%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
177
Increased
254
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$402M
2
FMI
Factory Mutual Insurance
Massachusetts
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$187M
4
UBS Group
UBS Group
Switzerland
+$155M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$150M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$355M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$304M
3
RCM
Rokos Capital Management
United Kingdom
-$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$97.5M
5
Bank of America
Bank of America
North Carolina
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arkadios Wealth Advisors
Georgia
$1.76M +$572K +9,127 +48%
1IA
277
1834 Investment Advisors
Wisconsin
$1.75M +$229K +3,653 +15%
CWM
278
CMH Wealth Management
New Hampshire
$1.74M -$54.9K -875 -3%
TTWM
279
TCV Trust & Wealth Management
Virginia
$1.7M -$1.13K -18 -0.1%
SFG
280
SageGuard Financial Group
Tennessee
$1.69M +$1.69M +26,945 New
TAM
281
Tocqueville Asset Management
New York
$1.69M -$70.8K -1,130 -4%
WCM
282
Windham Capital Management
Massachusetts
$1.68M – – –
FAIM
283
Financial Advocates Investment Management
Washington
$1.68M +$77.9K +1,004 +5%
CHC
284
City Holding Co
West Virginia
$1.67M -$320K -5,100 -16%
BCFS
285
Butensky & Cohen Financial Security
Florida
$1.64M -$41.1K -656 -2%
NA
286
NewEdge Advisors
Louisiana
$1.63M -$804K -12,832 -33%
CASB
287
Cape Ann Savings Bank
Massachusetts
$1.62M +$1.62M +25,887 New
BFS
288
Bickling Financial Services
Massachusetts
$1.61M +$1.61M +25,712 New
FMTCOCP
289
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.6M -$627 -10 -0%
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$1.6M +$222K +3,544 +16%
TA
291
Tiedemann Advisors
New York
$1.6M +$1.6M +25,505 New
Fidelity Investments
292
Fidelity Investments
Massachusetts
$1.59M +$39.6K +631 +3%
NFP
293
Novak Financial Planning
Maryland
$1.58M +$1.58M +25,144 New
TI
294
Telemetry Investments
New York
$1.57M – – –
SCM
295
Symons Capital Management
Pennsylvania
$1.56M +$119K +1,904 +8%
AWP
296
Accretive Wealth Partners
New Jersey
$1.56M +$1.56M +24,880 New
SCP
297
Stamos Capital Partners
California
$1.53M +$1.31M +20,900 +597%
SIMM
298
Stillwater Investment Management (Minnesota)
Minnesota
$1.51M +$701K +11,174 +86%
LCM
299
LCM Capital Management
Illinois
$1.51M +$1.51M +24,133 New
SAM
300
Securian Asset Management
Minnesota
$1.51M – – –
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