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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
351
Capital Advisors Ltd
Ohio
$797K – – –
BCM
352
BTR Capital Management
California
$794K -$21.8K -375 -3%
BSAM
353
Blue Sky Asset Management
Colorado
$788K +$21.2K +364 +3%
WAM
354
Wolverine Asset Management
Illinois
$787K -$1.29M -22,202 -62%
IFWM
355
Institute for Wealth Management
Colorado
$783K -$241K -4,146 -24%
PSUF
356
People's United Financial
Connecticut
$782K – – –
LWANC
357
Laurel Wealth Advisors (North Carolina)
North Carolina
$780K +$15K +258 +2%
VFA
358
Voya Financial Advisors
Connecticut
$754K -$219K -3,781 -22%
AC
359
Abbrea Capital
California
$754K +$13.1K +225 +2%
TCM
360
Telos Capital Management
California
$751K +$31.8K +546 +4%
CT
361
Cambridge Trust
Massachusetts
$743K -$225K -3,877 -23%
AIP
362
ARS Investment Partners
New York
$728K +$26.7K +459 +4%
CFS
363
CRA Financial Services
New Jersey
$724K – – –
YIA
364
YHB Investment Advisors
Connecticut
$715K +$205K +3,520 +40%
PIM
365
Penobscot Investment Management
Massachusetts
$713K -$23.3K -400 -3%
FIA
366
FNY Investment Advisers
New York
$712K +$712K +12,254 New
PAMU
367
Pictet Asset Management (UK)
United Kingdom
$710K – – –
SWP
368
Stratos Wealth Partners
Ohio
$701K -$99.2K -1,704 -12%
FNT
369
First National Trust
Pennsylvania
$701K -$57K -981 -8%
ODCM
370
Old Dominion Capital Management
Virginia
$700K -$20.4K -350 -3%
FWCM
371
Ferguson Wellman Capital Management
Oregon
$697K -$34.3K -590 -5%
NL
372
NVWM LLC
Pennsylvania
$689K -$253K -4,355 -27%
LFAS
373
Level Four Advisory Services
Texas
$688K +$3.66K +63 +0.5%
G
374
GenTrust
Florida
$687K +$687K +11,770 New
LNC
375
Lincoln National Corp
Pennsylvania
$685K +$78.6K +1,349 +13%
13 14
15
16 17