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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
UBS Group
UBS Group
Switzerland
$657M
3
Deutsche Bank
Deutsche Bank
Germany
$381M
4
QIM
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
Citigroup
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$475M
3
CS
Credit Suisse
Switzerland
$6.47M
4
ECM
Element Capital Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
401
Ropes Wealth Advisors
Massachusetts
$234K – – –
SWM
402
SeaCrest Wealth Management
New York
$233K -$8.97K -173 -4%
CG
403
Caprock Group
Idaho
$232K +$2.91K +56 +1%
CAM
404
Concorde Asset Management
Michigan
$229K -$16.1K -310 -7%
AIM
405
Aspen Investment Management
Michigan
$229K +$229K +4,415 New
KWM
406
Kingsview Wealth Management
Oregon
$225K -$1.82K -35 -0.8%
CTA
407
Chesley Taft & Associates
Illinois
$223K – – –
SI
408
Stephens Inc
Arkansas
$222K -$14K -270 -6%
CT
409
Coastline Trust
Rhode Island
$221K +$10.4K +200 +5%
AW
410
ACG Wealth
Georgia
$220K -$30.8K -593 -12%
PT
411
Plimoth Trust
Massachusetts
$215K +$5.43K +104 +3%
AWM
412
AE Wealth Management
Kansas
$214K +$214K +4,112 New
SDWMA
413
Schneider Downs Wealth Management Advisors
Pennsylvania
$213K – – –
CCM
414
Crabel Capital Management
California
$213K +$213K +4,102 New
BMCM
415
Bryn Mawr Capital Management
Pennsylvania
$212K – – –
MC
416
Moors & Cabot
Massachusetts
$212K +$212K +4,133 New
ATC
417
Argent Trust Co
Tennessee
$209K +$209K +4,050 New
ISL
418
Ingalls & Snyder LLC
New York
$208K -$2.86K -55 -1%
Manulife (Manufacturers Life Insurance)
419
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207K -$8.37M -160,871 -98%
PW
420
PGIM Wadhwani
United Kingdom
$205K -$3.52M -67,740 -94%
QCIG
421
Quad-Cities Investment Group
Iowa
$204K -$10.3K -198 -5%
SGK
422
Steigerwald Gordon & Koch
Virginia
$201K +$201K +3,862 New
PMFA
423
Plante Moran Financial Advisors
Michigan
$200K +$188K +3,610 +1,549%
SJIM
424
St. Johns Investment Management
Florida
$197K +$987 +19 +0.5%
EWM
425
Endurance Wealth Management
Rhode Island
$185K -$52K -1,000 -22%
15 16
17
18 19