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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 %
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$64K +1,000 +6%
VWM
327
Venturi Wealth Management
Texas
$1.2M +$153K +2,394 +15%
IFA
328
Interactive Financial Advisors
Illinois
$1.18M -$55.9K -873 -5%
PA
329
Parallel Advisors
California
$1.16M -$35.9K -560 -3%
FTUS
330
Flow Traders U.S.
New York
$1.16M +$1.16M +18,043 New
BPC
331
Banque Pictet & Cie
Switzerland
$1.15M – – –
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$1.15M -$120K -1,850 -9%
RJT
333
Raymond James Trust
Florida
$1.14M -$779K -12,163 -41%
EVM
334
Eaton Vance Management
Massachusetts
$1.13M -$12.8K -200 -1%
AWM
335
Accel Wealth Management
Iowa
$1.13M +$314K +4,909 +38%
SFG
336
Sowa Financial Group
Rhode Island
$1.13M +$92.2K +1,439 +9%
PWG
337
Private Wealth Group
Florida
$1.13M +$82.9K +1,295 +8%
AWA
338
Arkadios Wealth Advisors
Georgia
$1.1M -$698K -10,904 -39%
LDB
339
Lee, Danner & Bass
Tennessee
$1.1M -$38K -593 -3%
OAM
340
Oppenheimer Asset Management
New York
$1.1M +$86.6K +1,352 +9%
NFC
341
Northeast Financial Consultants
Connecticut
$1.09M – – –
ACP
342
Arcus Capital Partners
Georgia
$1.09M – – –
SCA
343
Sage Capital Advisors
South Dakota
$1.08M +$5.32K +83 +0.5%
WWM
344
Western Wealth Management
Colorado
$1.06M -$1.99K -31 -0.2%
BCM
345
Boltwood Capital Management
California
$1.05M +$34.6K +540 +3%
OR
346
Olympiad Research
Connecticut
$1.05M -$3.95M -61,641 -79%
LWANC
347
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03M -$16K -250 -2%
MIC
348
Meridian Investment Counsel
California
$1.02M – – –
BOS
349
Bingham Osborn & Scarborough
California
$1.01M – – –
FHC
350
First Horizon Corporation
Tennessee
$1M -$54.9K -857 -5%
12 13
14
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