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State Street Utilities Select Sector SPDR ETF

530 hedge funds and large institutions have $6.12B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 166

3% more funds holding

Funds holding: 516530 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

8% less capital invested

Capital invested by funds: $6.64B → $6.12B (-$518M)

21.22% less ownership

Funds ownership: 180.73%159.51% (-21%)

55% less call options, than puts

Call options by funds: $933M | Put options by funds: $2.05B

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.21%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
69
Increased
195
Reduced
166
Closed
50
Calls
$933M
Puts
$2.05B
Net Calls
-$1.12B
Net Calls Change
-$476M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
301
Harel Insurance Investments & Financial Services
Israel
$572K +$255K +9,720 +79%
BPM
302
Bowling Portfolio Management
Ohio
$569K -$5.41K -206 -0.9%
TYCC
303
Texas Yale Capital Corp
Florida
$557K
FNBOH
304
First National Bank of Hutchinson
Kansas
$556K -$7.61K -290 -1%
JGIA
305
Jackson Grant Investment Advisers
Connecticut
$554K -$6.25K -238 -1%
NPT
306
Nixon Peabody Trust
Massachusetts
$545K -$105K -4,000 -16%
CPA
307
Clear Perspective Advisors
Illinois
$538K +$24.6K +936 +5%
MA
308
MUFG Americas
New York
$527K -$10.6K -402 -2%
MFW
309
Meristem Family Wealth
Minnesota
$524K
Prudential Financial
310
Prudential Financial
New Jersey
$520K +$205K +7,800 +64%
HPC
311
HM Payson & Co
Maine
$514K
JGUA
312
John G. Ullman & Associates
New York
$514K
IH
313
IFC Holdings
Florida
$499K -$104K -3,966 -17%
BUB
314
BBVA USA Bancshares
Texas
$498K -$115K -4,362 -19%
SBIA
315
Sheaff Brock Investment Advisors
Indiana
$493K +$67.9K +2,588 +16%
AC
316
Abbrea Capital
California
$489K +$38.1K +1,450 +8%
PWAG
317
Polaris Wealth Advisory Group
California
$481K +$486K +18,496 New
EVM
318
Evelyn V. Moreno
$468K
CC
319
Courier Capital
New York
$466K
BF
320
BOK Financial
Oklahoma
$465K -$28.7K -1,094 -6%
JSL
321
JT Stratford LLC
Georgia
$464K -$19.3K -736 -4%
PAI
322
Pittenger & Anderson Inc
Nebraska
$457K -$18.4K -700 -4%
FA
323
FDx Advisors
Illinois
$455K +$175K +6,676 +62%
VA
324
Valmark Advisers
Ohio
$445K +$23K +876 +5%
AWE
325
Avidian Wealth Enterprises
Texas
$444K +$30.6K +1,166 +7%

XLU Hedge Fund Activity: Q2 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2017, worth a combined $6.12B — down 7.8% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XLU positions and 50 closed out — a net gain of 19 holders — while 195 added to existing stakes and 166 trimmed.

The largest buyer was Barclays, adding an estimated $338M. The largest seller was Morgan Stanley, cutting an estimated $585M.

  • 530 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2017, up from 516 in Q1 2017.
  • Funds reported $6.12B of State Street Utilities Select Sector SPDR ETF stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 69 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2017 and 50 closed out, a net change of +19 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2017 was Barclays, an estimated $338M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2017 was Morgan Stanley, an estimated $585M sold.

Based on aggregated 13F filings for Q2 2017.