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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 %
GIA
301
Gladstone Institutional Advisory
Florida
$1.38M +$30.6K +477 +2%
RCAG
302
Rehmann Capital Advisory Group
Michigan
$1.37M -$716K -11,180 -34%
HCM
303
Hollencrest Capital Management
California
$1.37M – – –
NFG
304
Next Financial Group
Texas
$1.36M +$229K +3,572 +20%
LWAC
305
Laurel Wealth Advisors (California)
California
$1.35M -$117K -1,832 -8%
SB
306
Simmons Bank
Arkansas
$1.34M +$252K +3,927 +23%
IWC
307
Integrated Wealth Concepts
Massachusetts
$1.33M +$374K +5,835 +39%
AIP
308
ARS Investment Partners
New York
$1.33M +$108K +1,687 +9%
NA
309
NewEdge Advisors
Louisiana
$1.32M -$344K -5,367 -21%
ATPW
310
Ashton Thomas Private Wealth
Arizona
$1.32M +$1.07M +16,662 +420%
FANJ
311
Financial Architects (New Jersey)
New Jersey
$1.31M -$8.2K -128 -0.6%
CAAS
312
Capital Asset Advisory Services
Michigan
$1.31M +$430K +6,711 +49%
SWP
313
Stratos Wealth Partners
Ohio
$1.3M -$118K -1,840 -8%
5L
314
55I LLC
Massachusetts
$1.3M -$86.9K -1,356 -6%
SDAM
315
Shulman DeMeo Asset Management
New York
$1.3M -$67.8K -1,058 -5%
BFS
316
Bickling Financial Services
Massachusetts
$1.29M -$355K -5,542 -22%
WC
317
Wexford Capital
Florida
$1.28M – – –
CC
318
Callan Capital
California
$1.25M +$3.27K +51 +0.3%
CAL
319
Capital Advisors Ltd
Ohio
$1.25M -$695K -10,852 -36%
FHA
320
Flagship Harbor Advisors
Massachusetts
$1.24M +$148K +2,307 +14%
Prudential Financial
321
Prudential Financial
New Jersey
$1.24M +$286K +4,458 +30%
FSA
322
Fort Sheridan Advisors
Illinois
$1.24M +$646K +10,087 +109%
FCI
323
Financial Counselors Inc
Kansas
$1.23M -$5K -78 -0.4%
TFA
324
Toth Financial Advisory
Virginia
$1.21M +$245K +3,832 +25%
CAM
325
Concorde Asset Management
Michigan
$1.21M +$1.21M +17,908 New
11 12
13
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