XLU icon

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 %
BOS
376
Bingham Osborn & Scarborough
California
$986K – – –
CAS
377
Coppell Advisory Solutions
Texas
$978K +$978K +15,599 New
JAG
378
Journey Advisory Group
Kentucky
$976K +$976K +15,566 New
GEM
379
Global Endowment Management
North Carolina
$972K – – –
MA
380
Montag & Associates
Georgia
$965K -$757K -12,073 -44%
HTC
381
Haverford Trust Company
Pennsylvania
$965K +$100K +1,600 +12%
CIM
382
Corbyn Investment Management
Maryland
$957K -$115K -1,833 -11%
TFA
383
Toth Financial Advisory
Virginia
$948K +$106K +1,686 +13%
CCM
384
Compton Capital Management
Rhode Island
$941K +$62.7K +1,000 +7%
IWC
385
Integrated Wealth Concepts
Massachusetts
$939K -$1.94M -30,985 -67%
BWP
386
Bernardo Wealth Planning
Pennsylvania
$933K +$190K +3,034 +26%
Prudential Financial
387
Prudential Financial
New Jersey
$932K -$169K -2,702 -15%
SAS
388
Stelac Advisory Services
New York
$910K -$282K -4,500 -24%
SCA
389
Stillwater Capital Advisors
Pennsylvania
$906K +$8.53K +136 +1%
KWM
390
Kingsview Wealth Management
Oregon
$899K -$127K -2,028 -12%
RSWM
391
Robertson Stephens Wealth Management
California
$894K +$21.1K +337 +2%
MCM
392
MAI Capital Management
Ohio
$876K +$643K +10,254 +276%
YIA
393
YHB Investment Advisors
Connecticut
$869K +$32.3K +515 +4%
BSB
394
Bangor Savings Bank
Maine
$866K -$1.41M -22,465 -62%
CAAS
395
Capital Asset Advisory Services
Michigan
$862K +$39.3K +626 +5%
SFG
396
SNS Financial Group
Minnesota
$858K -$22.8K -363 -3%
AFS
397
Access Financial Services
Minnesota
$856K -$432K -6,896 -34%
SCM
398
Southport Capital Management
Tennessee
$848K +$23K +367 +3%
LCM
399
Lucas Capital Management
New Jersey
$844K -$94.1K -1,500 -10%
TCM
400
Telos Capital Management
California
$832K +$14.5K +231 +2%
14 15
16
17 18