XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$320M
2
Bank of America
Bank of America
North Carolina
$797M
3
Citigroup
Citigroup
New York
$528M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
5
PP
Prudential plc
United Kingdom
$554M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$169M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$128M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$217M
4
Charles Schwab
Charles Schwab
California
$0
5
Two Sigma Advisers
Two Sigma Advisers
New York
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
276
AJ Wealth Strategies
New York
$1.66M +$545K +8,519 +49%
TA
277
Tiedemann Advisors
New York
$1.63M – – –
CRI
278
Colonial River Investments
Virginia
$1.62M +$138K +2,157 +9%
D
279
Diversified
Delaware
$1.61M +$22.5K +351 +1%
CHC
280
City Holding Co
West Virginia
$1.6M -$99.9K -1,560 -6%
BP
281
Broadleaf Partners
Ohio
$1.56M +$65.7K +1,025 +4%
SCP
282
Stamos Capital Partners
California
$1.56M – – –
WA
283
Winfield Associates
Ohio
$1.56M +$133K +2,069 +9%
SAM
284
Securian Asset Management
Minnesota
$1.54M – – –
BIA
285
Barry Investment Advisors
Massachusetts
$1.53M +$214K +3,344 +16%
SCM
286
Symons Capital Management
Pennsylvania
$1.53M -$68.6K -1,071 -4%
TAM
287
Tocqueville Asset Management
New York
$1.52M -$203K -3,163 -12%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$1.52M -$98.2K -1,534 -6%
SIM
289
SSI Investment Management
California
$1.52M -$640 -10 -0%
PG
290
Proffitt & Goodson
Tennessee
$1.52M -$64 -1 -0%
ASN
291
Advisory Services Network
Georgia
$1.49M -$941K -14,694 -39%
KPW
292
Kore Private Wealth
New York
$1.47M +$182K +2,847 +14%
CB
293
Commerce Bank
Missouri
$1.47M -$55.4K -866 -4%
CBT
294
Central Bank & Trust
Kentucky
$1.46M -$3.27K -51 -0.2%
Wolverine Trading
295
Wolverine Trading
Illinois
$1.45M -$773K -12,163 -35%
FAIM
296
Financial Advocates Investment Management
Washington
$1.43M +$45.3K +708 +3%
VFA
297
Voya Financial Advisors
Connecticut
$1.42M +$286K +4,503 +25%
SFS
298
Sowell Financial Services
Arkansas
$1.41M +$138K +2,102 +11%
RMC
299
Regis Management Company
California
$1.4M – – –
FWCM
300
Ferguson Wellman Capital Management
Oregon
$1.4M -$730K -11,390 -34%
10 11
12
13 14