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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 %
AWA
301
Arkadios Wealth Advisors
Georgia
$1.51M +$1.51M +21,564 New
CB
302
Commerce Bank
Missouri
$1.51M +$517 +8 +0%
LWAC
303
Laurel Wealth Advisors (California)
California
$1.5M -$64.6K -1,000 -4%
BCFS
304
Butensky & Cohen Financial Security
Florida
$1.49M +$12.2K +188 +0.8%
AWM
305
AE Wealth Management
Kansas
$1.46M +$115K +1,786 +9%
CHC
306
City Holding Co
West Virginia
$1.46M +$15.9K +246 +1%
FMWA
307
Forvis Mazars Wealth Advisors
Missouri
$1.46M -$58.9K -911 -4%
FCI
308
Financial Counselors Inc
Kansas
$1.45M +$69.3K +1,073 +5%
WEC
309
Winslow Evans & Crocker
Massachusetts
$1.45M -$11K -170 -0.8%
MA
310
Montag & Associates
Georgia
$1.45M -$200K -3,088 -12%
WIC
311
Woodmont Investment Counsel
Tennessee
$1.44M – – –
HMS
312
Hanseatic Management Services
New Mexico
$1.44M +$912K +14,114 +174%
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
$1.43M +$1.43M +22,203 New
PS
314
Portfolio Strategies
New York
$1.41M -$9.95K -154 -0.7%
OC
315
Oppenheimer & Co
New York
$1.4M -$1.16M -17,971 -45%
CC
316
Callan Capital
California
$1.39M -$155K -2,392 -10%
CA
317
Cetera Advisors
Colorado
$1.39M -$7.05M -109,144 -84%
RJT
318
Raymond James Trust
Florida
$1.38M +$17.2K +266 +1%
HCM
319
Hollencrest Capital Management
California
$1.38M – – –
TWM
320
Torch Wealth Management
Ohio
$1.37M -$25.8K -400 -2%
ACP
321
Arcus Capital Partners
Georgia
$1.37M -$9.5K -147 -0.7%
SFS
322
Sowell Financial Services
Arkansas
$1.36M -$59.5K -920 -4%
SCCM
323
Schafer Cullen Capital Management
New York
$1.35M +$1.35M +20,816 New
PA
324
Parallel Advisors
California
$1.34M +$30.9K +478 +2%
WP
325
WealthSource Partners
California
$1.33M +$26.1K +404 +2%
11 12
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