XLU icon

Utilities Select Sector SPDR Fund

805 hedge funds and large institutions have $8.73B invested in Utilities Select Sector SPDR Fund in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 279 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+6
Holders Change %
+0.75%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
95
Increased
277
Reduced
279
Closed
77
Calls
$1.06B
Puts
$1.25B
Net Calls
-$183M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
351
Arcus Capital Partners
Georgia
$1.04M -$11.4K -192 -1%
BIA
352
Barry Investment Advisors
Massachusetts
$1.03M +$404K +6,799 +64%
UR
353
USCA RIA
Texas
$1.02M -$689K -11,615 -40%
SBWM
354
Sunflower Bank Wealth Management
Arizona
$1.02M -$331K -5,575 -25%
CIM
355
Corbyn Investment Management
Maryland
$1.02M -$514K -8,661 -34%
AIP
356
ARS Investment Partners
New York
$1.01M +$1.01M +17,077 New
NFC
357
Northeast Financial Consultants
Connecticut
$1.01M
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$1M -$94.2K -1,586 -9%
MCM
359
Moore Capital Management
New York
$998K +$998K +16,800 New
EVM
360
Eaton Vance Management
Massachusetts
$987K -$84.3K -1,420 -8%
IIA
361
IPG Investment Advisors
California
$985K
VF
362
Virtu Financial
New York
$985K -$554K -9,336 -36%
FHC
363
First Horizon Corporation
Tennessee
$979K +$979K +16,493 New
KWM
364
Kingsview Wealth Management
Oregon
$972K -$245K -4,134 -20%
AMC
365
Asset Management Corp
Illinois
$971K +$284K +4,778 +41%
PWG
366
Private Wealth Group
Florida
$966K
MIC
367
Meridian Investment Counsel
California
$958K
PAS
368
Park Avenue Securities
New York
$956K +$172K +2,896 +22%
JGIA
369
Jackson Grant Investment Advisers
Connecticut
$946K +$4.69K +79 +0.5%
BB
370
Busey Bank
Illinois
$941K -$81K -1,364 -8%
BOS
371
Bingham Osborn & Scarborough
California
$934K
OAM
372
Oppenheimer Asset Management
New York
$934K +$30.3K +511 +3%
BCM
373
Boltwood Capital Management
California
$928K +$16.3K +275 +2%
PFA
374
Pettinga Financial Advisors
Indiana
$926K +$283K +4,766 +44%
GEM
375
Global Endowment Management
North Carolina
$920K +$920K +15,500 New