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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
351
Lucas Capital Management
New Jersey
$912K +$1.01K +17 +0.1%
CMO
352
Covenant Multifamily Offices
Texas
$911K +$906K +15,195 +16,883%
FHA
353
Flagship Harbor Advisors
Massachusetts
$910K -$16.1K -270 -2%
PAMU
354
Pictet Asset Management (UK)
United Kingdom
$906K +$179K +3,000 +25%
MAFM
355
Mid Atlantic Financial Management
Pennsylvania
$905K +$60.9K +1,021 +7%
SI
356
Stephens Inc
Arkansas
$894K -$34.6K -581 -4%
GWM
357
Geneos Wealth Management
Colorado
$885K -$18.6K -312 -2%
VFA
358
Voya Financial Advisors
Connecticut
$877K +$103K +1,733 +13%
ACS
359
Archford Capital Strategies
Illinois
$876K +$15.9K +267 +2%
HR
360
Hayden Royal
North Carolina
$874K -$84.5K -1,385 -9%
DC
361
Davenport & Co
Virginia
$874K -$32.7K -548 -4%
BCM
362
Boltwood Capital Management
California
$868K -$37.3K -625 -4%
SWP
363
Stratos Wealth Partners
Ohio
$862K +$144K +2,414 +20%
BCI
364
Brinker Capital Investments
Pennsylvania
$854K +$594K +9,955 +228%
Nuveen Asset Management
365
Nuveen Asset Management
Illinois
$851K +$851K +14,271 New
FIA
366
Foundations Investment Advisors
Arizona
$843K -$7.7M -126,875 -90%
TSWM
367
Triangle Securities Wealth Management
North Carolina
$843K -$175K -2,885 -17%
IFWM
368
Institute for Wealth Management
Colorado
$836K +$33.1K +555 +4%
AS
369
Altshuler Shaham
Israel
$835K +$239K +4,000 +40%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$829K – – –
SCA
371
Sage Capital Advisors
South Dakota
$822K -$25K -408 -3%
HTC
372
Haverford Trust Company
Pennsylvania
$819K – – –
LWANC
373
Laurel Wealth Advisors (North Carolina)
North Carolina
$818K +$18.6K +311 +2%
BCM
374
BTR Capital Management
California
$814K – – –
OMC
375
Old Mission Capital
Illinois
$805K +$805K +13,500 New
13 14
15
16 17