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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$320M
2
Bank of America
Bank of America
North Carolina
$797M
3
Citigroup
Citigroup
New York
$528M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
5
PP
Prudential plc
United Kingdom
$554M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$169M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$128M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$217M
4
Charles Schwab
Charles Schwab
California
$0
5
Two Sigma Advisers
Two Sigma Advisers
New York
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
376
Telos Capital Management
California
$858K +$8.39K +131 +1%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$858K +$269K +4,193 +46%
MCM
378
MAI Capital Management
Ohio
$843K -$51K -796 -6%
DBIA
379
Dumont & Blake Investment Advisors
New Jersey
$842K -$3.2K -50 -0.4%
RG
380
Rikoon Group
New Mexico
$830K +$5.44K +85 +0.7%
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$829K – – –
EH
382
Equitable Holdings
New York
$827K +$55.9K +874 +7%
TSWM
383
Triangle Securities Wealth Management
North Carolina
$825K – – –
HH
384
Hilltop Holdings
Texas
$819K -$286K -4,460 -26%
PWM
385
Palumbo Wealth Management
New York
$808K -$8.96K -140 -1%
YIA
386
YHB Investment Advisors
Connecticut
$807K -$125K -1,855 -13%
Koshinski Asset Management
387
Koshinski Asset Management
Illinois
$802K +$61.6K +962 +8%
SIGI
388
Susquehanna International Group (Ireland)
Ireland
$791K +$791K +12,346 New
KF
389
Krilogy Financial
Missouri
$790K +$96.7K +1,509 +14%
FHA
390
First Horizon Advisors
Tennessee
$790K +$185K +2,894 +31%
ZIG
391
Zuckerman Investment Group
Illinois
$787K +$519K +8,107 +194%
PAMU
392
Pictet Asset Management (UK)
United Kingdom
$781K – – –
AF
393
Arrow Financial
New York
$781K +$10.3K +161 +1%
HSA
394
HBK Sorce Advisory
Pennsylvania
$775K +$28.5K +445 +4%
CFO
395
Collective Family Office
Pennsylvania
$774K -$49.9K -780 -6%
BSB
396
Bangor Savings Bank
Maine
$773K -$111K -1,733 -13%
KM
397
Kalos Management
Georgia
$763K +$763K +11,583 New
BCM
398
BTR Capital Management
California
$762K – – –
GGS
399
Galvin Gaustad & Stein
Arizona
$758K -$35.9K -561 -5%
PWW
400
Pettyjohn Wood & White
Virginia
$750K +$6.91K +108 +0.9%
14 15
16
17 18