XLU icon

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
+$229M
2
Bank of America
Bank of America
North Carolina
+$185M
3
UBS Group
UBS Group
Switzerland
+$169M
4
QIM
Quantitative Investment Management
Virginia
+$124M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$93.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$216M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
PPFA
Provida Pension Fund Administrator
Chile
-$88.8M
4
ECM
Element Capital Management
New York
-$62.9M
5
Nomura Holdings
Nomura Holdings
Japan
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
326
Next Financial Group
Texas
$425K +$189K +3,486 +80%
WTB
327
Washington Trust Bank
Washington
$425K +$216K +4,074 +103%
WEC
328
Winslow Evans & Crocker
Massachusetts
$423K -$10.5K -198 -2%
AW
329
ACG Wealth
Georgia
$412K -$263K -4,969 -39%
PWAG
330
Polaris Wealth Advisory Group
California
$411K -$80.1K -1,508 -16%
PFO
331
Pathstone Family Office
New Jersey
$408K +$1.75K +33 +0.4%
Truist Financial
332
Truist Financial
North Carolina
$401K -$49.6K -934 -11%
SWM
333
Segment Wealth Management
Texas
$401K – – –
FIM
334
Freedom Investment Management
Connecticut
$400K -$8.5K -160 -2%
EVM
335
Evelyn V. Moreno
$398K -$79.5K -1,500 -17%
FEG
336
Financial Enhancement Group
Indiana
$382K +$382K +7,208 New
HF
337
HRT Financial
New York
$374K +$374K +7,060 New
HIIFS
338
Harel Insurance Investments & Financial Services
Israel
$369K -$216K -4,057 -37%
CFB
339
Cullen/Frost Bankers
Texas
$366K – – –
AFNAS
340
American Financial Network Advisory Services
California
$366K +$366K +6,897 New
KWM
341
Kingsview Wealth Management
Oregon
$363K +$55.8K +1,052 +18%
IFWM
342
Institute for Wealth Management
Colorado
$361K -$8.01K -151 -2%
BCM
343
Bayesian Capital Management
New York
$361K +$361K +6,806 New
DIP
344
DT Investment Partners
Pennsylvania
$359K – – –
FUBT
345
First United Bank & Trust
Maryland
$354K -$3.98K -75 -1%
BA
346
BKS Advisors
Michigan
$352K -$15.9K -300 -4%
DG
347
Davidson & Garrard
Virginia
$352K – – –
Allianz Asset Management
348
Allianz Asset Management
Germany
$345K -$398K -7,500 -54%
PA
349
Pinnacle Associates
New York
$344K +$7.95K +150 +2%
PAS
350
Partnervest Advisory Services
California
$342K -$86.5K -1,632 -20%
12 13
14
15 16