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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

530 hedge funds and large institutions have $6.12B invested in Utilities Select Sector SPDR Fund 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
Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.23%
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

Top Buyers

1
Barclays
Barclays
United Kingdom
$343M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$173M
3
Goldman Sachs
Goldman Sachs
New York
$635M
4
PPFA
Provida Pension Fund Administrator
Chile
$87.2M
5
ECM
Element Capital Management
New York
$62.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$354M
2
CWM
CIBC World Markets
New York
$0
3
CS
Credit Suisse
Switzerland
$72.7M
4
Bank of America
Bank of America
North Carolina
$529M
5
Citigroup
Citigroup
New York
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
326
Relative Value Partners Group
$442K -$46.8K -900 -10%
KF
327
Krilogy Financial
Missouri
$442K +$45K +867 +11%
Truist Financial
328
Truist Financial
North Carolina
$441K -$40K -770 -8%
PCP
329
Proficio Capital Partners
Massachusetts
$440K -$310K -5,770 -41%
PFM
330
Parsec Financial Management
North Carolina
$437K +$437K +8,405 New
CA
331
Cetera Advisors
Colorado
$434K +$48K +926 +12%
WEC
332
Winslow Evans & Crocker
Massachusetts
$425K +$70.8K +1,362 +20%
OIA
333
Optimum Investment Advisors
Illinois
$421K +$416 +8 +0.1%
PAS
334
Partnervest Advisory Services
California
$420K +$36.2K +696 +9%
PSUF
335
People's United Financial
Connecticut
$416K +$216K +4,161 +108%
AIP
336
ARS Investment Partners
New York
$413K +$77.3K +1,489 +23%
WAM
337
Wolverine Asset Management
Illinois
$410K +$410K +7,900 New
LNC
338
Lincoln National Corp
Pennsylvania
$403K +$5.1K +98 +1%
FIM
339
Freedom Investment Management
Connecticut
$400K -$33.8K -650 -8%
IC
340
InterOcean Capital
Illinois
$399K +$399K +7,676 New
PFO
341
Pathstone Family Office
New Jersey
$398K +$312K +6,002 +365%
WCM
342
Weatherstone Capital Management
Colorado
$397K -$208K -3,996 -34%
SWM
343
Segment Wealth Management
Texas
$393K +$3.17K +61 +0.8%
CG
344
Cutler Group
California
$384K -$6.61M -127,399 -95%
WPC
345
White Pine Capital
Minnesota
$377K – – –
FMBTD
346
First Midwest Bank Trust Division
Illinois
$371K -$88.3K -1,700 -19%
OSNBOA
347
Old Second National Bank of Aurora
Illinois
$361K -$23.9K -459 -6%
IFWM
348
Institute for Wealth Management
Colorado
$361K +$361K +6,961 New
BA
349
BKS Advisors
Michigan
$360K -$2.6K -50 -0.7%
CFB
350
Cullen/Frost Bankers
Texas
$358K -$7.9K -152 -2%
12 13
14
15 16