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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

834 hedge funds and large institutions have $7.58B invested in Utilities Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 274 increasing their positions, 304 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-16
Holders Change %
-1.88%
% of All Funds
18.42%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.08%
New
120
Increased
274
Reduced
304
Closed
124
Calls
$1.2B
Puts
$1.04B
Net Calls
+$166M
Net Calls Change
+$982M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$156M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$151M
3
Jane Street
Jane Street
New York
+$132M
4
Bank of America
Bank of America
North Carolina
+$82.8M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$81.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$291M
2
PP
Prudential plc
United Kingdom
-$219M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$170M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$150M
5
N
Natixis
France
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
376
Fifth Third Securities
Ohio
$821K -$2.43M -43,842 -75%
SFG
377
Sowa Financial Group
Rhode Island
$819K -$33.8K -610 -4%
IWAG
378
Integer Wealth Advisors Group
Georgia
$809K +$78.3K +1,394 +11%
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$798K -$36K -650 -4%
SCA
380
Sage Capital Advisors
South Dakota
$795K -$86.4K -1,559 -10%
JPLA
381
Joseph P. Lucia & Associates
New York
$792K +$93K +1,678 +13%
RFC
382
Regions Financial Corp
Alabama
$786K -$569K -10,267 -42%
CIBC World Market
383
CIBC World Market
Ontario, Canada
$781K +$155K +2,793 +25%
GVAG
384
Great Valley Advisor Group
Delaware
$780K +$213K +3,838 +38%
HTC
385
Haverford Trust Company
Pennsylvania
$764K +$11.1K +200 +1%
SCA
386
Stillwater Capital Advisors
Pennsylvania
$760K +$21.7K +392 +3%
BCM
387
BTR Capital Management
California
$756K – – –
TFA
388
Toth Financial Advisory
Virginia
$750K -$2.5M -45,094 -77%
FHA
389
Flagship Harbor Advisors
Massachusetts
$750K -$229K -4,142 -23%
SF
390
Synovus Financial
Georgia
$748K +$484K +8,732 +184%
AWE
391
Avidian Wealth Enterprises
Texas
$747K +$13.6K +246 +2%
PCM
392
Prelude Capital Management
New York
$746K -$270K -4,876 -27%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$739K -$130K -2,341 -15%
AFP
394
Ausdal Financial Partners
Iowa
$738K +$75.3K +1,292 +11%
SB
395
Strategic Blueprint
Georgia
$737K +$737K +13,295 New
OQC
396
Optimum Quantvest Corp
Connecticut
$735K -$10.9K -197 -1%
YIA
397
YHB Investment Advisors
Connecticut
$734K -$16.2K -293 -2%
1IA
398
1834 Investment Advisors
Wisconsin
$731K -$3.64M -65,739 -83%
WS
399
Wedbush Securities
California
$729K -$945K -17,052 -56%
EAM
400
Evanson Asset Management
California
$729K +$232K +4,178 +47%
14 15
16
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