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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 %
TF
326
Trek Financial
Arizona
$1.32M -$2.98M -46,076 -69%
PCS
327
Personal CFO Solutions
New Jersey
$1.32M -$68K -1,052 -5%
HCM
328
HMS Capital Management
Tennessee
$1.29M +$233K +3,605 +22%
ACM
329
AlphaStar Capital Management
North Carolina
$1.28M +$94K +1,454 +8%
AF
330
Advisornet Financial
Minnesota
$1.28M -$78.7K -1,219 -6%
DTIM
331
Danda Trouve Investment Management
Kansas
$1.28M +$1.28M +19,744 New
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$1.26M +$62.7K +970 +5%
CONA
333
Capital One National Association
New York
$1.25M +$1.25M +19,398 New
CAC
334
Certified Advisory Corp
Florida
$1.25M -$58.2K -900 -4%
PAMU
335
Pictet Asset Management (UK)
United Kingdom
$1.24M – – –
FSC
336
Full Sail Capital
Oklahoma
$1.24M -$21.1K -305 -2%
BB
337
Busey Bank
Illinois
$1.21M -$1.81M -27,967 -60%
MIH
338
Meitav Investment House
Israel
$1.21M +$342K +5,291 +40%
IIA
339
IPG Investment Advisors
California
$1.2M -$632K -9,777 -35%
DBRC
340
D.B. Root & Company
Pennsylvania
$1.2M -$597K -9,238 -33%
CAM
341
Concorde Asset Management
Michigan
$1.19M -$270K -4,189 -18%
PCM
342
Prelude Capital Management
New York
$1.19M +$1.19M +18,346 New
FIA
343
Foundations Investment Advisors
Arizona
$1.19M +$4.8K +75 +0.4%
CI
344
CX Institutional
Indiana
$1.19M +$1.18M +18,206 +13,289%
BCM
345
Brookstone Capital Management
Illinois
$1.18M -$5.42M -83,853 -82%
PFP
346
Pinnacle Financial Partners
Tennessee
$1.17M +$23.7K +367 +2%
1SB
347
1ST Source Bank
Indiana
$1.15M -$9.18K -142 -0.8%
SB
348
Simmons Bank
Arkansas
$1.15M -$5.17K -80 -0.4%
BAM
349
Belpointe Asset Management
Nevada
$1.15M -$213K -3,372 -16%
FHA
350
Flagship Harbor Advisors
Massachusetts
$1.14M +$156K +2,406 +16%
12 13
14
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