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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

532 hedge funds and large institutions have $6.51B invested in Utilities Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
13.28%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
50
Increased
174
Reduced
197
Closed
42
Calls
$982M
Puts
$1.86B
Net Calls
-$881M
Net Calls Change
+$239M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$322M
2
Bank of America
Bank of America
North Carolina
$724M
3
UBS Group
UBS Group
Switzerland
$332M
4
QIM
Quantitative Investment Management
Virginia
$124M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$127M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$432M
2
Morgan Stanley
Morgan Stanley
New York
$257M
3
PPFA
Provida Pension Fund Administrator
Chile
$74K
4
ECM
Element Capital Management
New York
$0
5
Nomura Holdings
Nomura Holdings
Japan
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
301
Colony Group
Massachusetts
$532K +$172K +3,236 +48%
CPA
302
Clear Perspective Advisors
Illinois
$525K -$24.9K -468 -5%
JGUA
303
John G. Ullman & Associates
New York
$525K – – –
HPC
304
HM Payson & Co
Maine
$525K – – –
KA
305
Kovack Advisors
Florida
$510K -$81.9K -1,545 -14%
PMG
306
ProVise Management Group
Florida
$506K +$506K +9,538 New
Nomura Holdings
307
Nomura Holdings
Japan
$495K -$52.6M -990,673 -99%
RCAG
308
Rehmann Capital Advisory Group
Michigan
$484K +$189K +3,556 +64%
CC
309
Courier Capital
New York
$475K – – –
KF
310
Krilogy Financial
Missouri
$475K +$23.5K +443 +5%
AWE
311
Avidian Wealth Enterprises
Texas
$470K +$17.1K +323 +4%
LNC
312
Lincoln National Corp
Pennsylvania
$470K +$59.1K +1,113 +14%
IH
313
IFC Holdings
Florida
$468K -$43.1K -813 -8%
PAI
314
Pittenger & Anderson Inc
Nebraska
$466K -$1.33K -25 -0.3%
GWM
315
Geneos Wealth Management
Colorado
$465K -$402K -7,575 -46%
YIA
316
YHB Investment Advisors
Connecticut
$461K +$130K +2,460 +39%
NPT
317
Nixon Peabody Trust
Massachusetts
$456K -$101K -1,900 -18%
VA
318
Valmark Advisers
Ohio
$456K +$2.44K +46 +0.5%
RVPG
319
Relative Value Partners Group
$451K – – –
AIP
320
ARS Investment Partners
New York
$441K +$19.2K +362 +5%
SI
321
SII Investments
Wisconsin
$439K +$439K +8,333 New
JSL
322
JT Stratford LLC
Georgia
$435K -$38.9K -734 -8%
PCP
323
Proficio Capital Partners
Massachusetts
$434K – – –
OIA
324
Optimum Investment Advisors
Illinois
$430K +$371 +7 +0.1%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$430K +$317K +6,445 +279%
11 12
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