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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

879 hedge funds and large institutions have $9.55B invested in Utilities Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 254 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+74
Holders Change %
+9.19%
% of All Funds
15.6%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
177
Increased
254
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$402M
2
FMI
Factory Mutual Insurance
Massachusetts
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$187M
4
UBS Group
UBS Group
Switzerland
+$155M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$150M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$355M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$304M
3
RCM
Rokos Capital Management
United Kingdom
-$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$97.5M
5
Bank of America
Bank of America
North Carolina
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
351
Voya Financial Advisors
Connecticut
$1.1M -$2.17M -35,155 -66%
SLWA
352
San Luis Wealth Advisors
California
$1.1M +$1.1M +17,465 New
AWS
353
AJ Wealth Strategies
New York
$1.09M +$1.09M +17,328 New
CC
354
Constitution Capital
Connecticut
$1.08M +$1.08M +17,280 New
HH
355
Hilltop Holdings
Texas
$1.08M -$5.87M -93,634 -84%
PAS
356
Park Avenue Securities
New York
$1.08M +$69.2K +1,103 +7%
FHA
357
Flagship Harbor Advisors
Massachusetts
$1.07M +$225K +3,594 +27%
NFC
358
Northeast Financial Consultants
Connecticut
$1.07M – – –
ACP
359
Arcus Capital Partners
Georgia
$1.07M -$28K -446 -3%
SB
360
Simmons Bank
Arkansas
$1.06M -$68.4K -1,090 -6%
SCA
361
Sage Capital Advisors
South Dakota
$1.06M +$154K +2,436 +17%
M&T Bank
362
M&T Bank
New York
$1.06M -$164K -2,614 -13%
WWM
363
Western Wealth Management
Colorado
$1.04M -$326K -5,192 -24%
FHC
364
First Horizon Corporation
Tennessee
$1.03M – – –
LWANC
365
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.02M +$105K +1,669 +11%
VWM
366
Venturi Wealth Management
Texas
$1.02M -$84.1K -1,342 -8%
PWG
367
Private Wealth Group
Florida
$1.02M – – –
SFG
368
Sowa Financial Group
Rhode Island
$1.02M +$81.9K +1,305 +9%
AMC
369
Asset Management Corp
Illinois
$1.01M -$15.4K -244 -1%
HWA
370
Heritage Wealth Advisors
Virginia
$1.01M +$581K +9,273 +134%
JGIA
371
Jackson Grant Investment Advisers
Connecticut
$1M +$4.45K +71 +0.4%
SIC
372
Samalin Investment Counsel
New York
$1M +$31.8K +508 +3%
MIC
373
Meridian Investment Counsel
California
$999K -$12.5K -200 -1%
BCM
374
Boltwood Capital Management
California
$998K +$18.8K +300 +2%
OAM
375
Oppenheimer Asset Management
New York
$987K +$1K +16 +0.1%
13 14
15
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