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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 %
I
351
IberiaBank
Louisiana
$1.14M +$6.91K +107 +0.6%
TPSF
352
Texas Permanent School Fund
Texas
$1.14M – – –
SG
353
StoneX Group
New York
$1.12M +$38.1K +589 +4%
UWM
354
USAdvisors Wealth Management
Minnesota
$1.09M -$1.76M -27,292 -62%
AFWM
355
AMJ Financial Wealth Management
Virginia
$1.08M +$1.08M +16,731 New
SIC
356
Samalin Investment Counsel
New York
$1.08M +$1.08M +16,716 New
HNB
357
Huntington National Bank
Ohio
$1.07M -$9.11K -141 -0.8%
SFG
358
SNS Financial Group
Minnesota
$1.07M -$4.01K -62 -0.4%
EVM
359
Eaton Vance Management
Massachusetts
$1.06M +$4.2K +65 +0.4%
IP
360
Intellectus Partners
California
$1.05M – – –
MIC
361
Meridian Investment Counsel
California
$1.04M – – –
GRP
362
Global Retirement Partners
California
$1.04M +$498K +7,701 +92%
SCA
363
Sage Capital Advisors
South Dakota
$1.03M +$123K +1,898 +14%
VFA
364
Voya Financial Advisors
Connecticut
$1.02M +$88.1K +1,369 +9%
BOS
365
Bingham Osborn & Scarborough
California
$1.02M – – –
Luther King Capital Management (LKCM)
366
Luther King Capital Management (LKCM)
Texas
$1.01M +$503K +7,777 +99%
SCM
367
Symons Capital Management
Pennsylvania
$1.01M +$122K +1,889 +14%
SFG
368
Sowa Financial Group
Rhode Island
$994K +$994K +15,388 New
ACS
369
Archford Capital Strategies
Illinois
$992K -$12.5K -194 -1%
LCM
370
Lucas Capital Management
New Jersey
$990K +$1.1K +17 +0.1%
IWC
371
Integrated Wealth Concepts
Massachusetts
$989K +$32.8K +507 +3%
DC
372
Davenport & Co
Virginia
$976K +$47.8K +739 +5%
LWANC
373
Laurel Wealth Advisors (North Carolina)
North Carolina
$973K +$21.5K +333 +2%
DBIA
374
Dumont & Blake Investment Advisors
New Jersey
$969K -$4.85K -75 -0.5%
AIP
375
ARS Investment Partners
New York
$963K -$46.8K -725 -5%
13 14
15
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