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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 %
VA
376
Valmark Advisers
Ohio
$948K +$132K +2,040 +16%
BCM
377
Boltwood Capital Management
California
$947K -$323 -5 -0%
SCM
378
Southport Capital Management
Tennessee
$933K -$43.3K -670 -4%
SI
379
Stephens Inc
Arkansas
$926K -$7.3K -113 -0.8%
HR
380
Hayden Royal
North Carolina
$914K -$28.1K -396 -3%
IWAG
381
Integer Wealth Advisors Group
Georgia
$891K +$891K +13,003 New
AW
382
ACG Wealth
Georgia
$886K -$167K -2,581 -16%
RSWM
383
Robertson Stephens Wealth Management
California
$884K +$192K +2,977 +28%
BCM
384
BTR Capital Management
California
$882K – – –
HTC
385
Haverford Trust Company
Pennsylvania
$878K – – –
YIA
386
YHB Investment Advisors
Connecticut
$875K +$55.9K +865 +7%
OQC
387
Optimum Quantvest Corp
Connecticut
$870K -$3.88M -60,020 -82%
TSWM
388
Triangle Securities Wealth Management
North Carolina
$862K -$9.11K -141 -1%
EWM
389
Endurance Wealth Management
Rhode Island
$862K +$102K +1,583 +13%
ICA
390
Infrastructure Capital Advisors
New York
$862K +$451K +6,972 +110%
SCA
391
Stillwater Capital Advisors
Pennsylvania
$860K +$51K +790 +6%
AWE
392
Avidian Wealth Enterprises
Texas
$855K -$648K -10,025 -43%
1832 Asset Management
393
1832 Asset Management
Ontario, Canada
$854K +$122K +1,890 +17%
NPT
394
Nixon Peabody Trust
Massachusetts
$850K – – –
AC
395
Abbrea Capital
California
$846K -$6.79K -105 -0.8%
CCM
396
Cribstone Capital Management
Maine
$843K +$11.1K +172 +1%
Millennium Management
397
Millennium Management
New York
$842K -$4.38M -67,751 -84%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$829K – – –
TCM
399
Telos Capital Management
California
$828K +$22.9K +355 +3%
TCA
400
Transcend Capital Advisors
New Jersey
$823K +$823K +12,732 New
14 15
16
17 18