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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
401
Pettyjohn Wood & White
Virginia
$680K -$164K -2,750 -19%
MCM
402
MV Capital Management
Maryland
$679K -$20.5K -344 -3%
AW
403
ACG Wealth
Georgia
$677K +$135K +2,260 +25%
I2I
404
Insight 2811 Inc
Illinois
$675K +$50K +824 +8%
NA
405
NewEdge Advisors
Louisiana
$672K +$345K +5,786 +105%
WWM
406
Western Wealth Management
Colorado
$668K +$32K +537 +5%
GVAG
407
Great Valley Advisor Group
Delaware
$648K +$648K +10,833 New
Koshinski Asset Management
408
Koshinski Asset Management
Illinois
$646K +$86.2K +1,446 +15%
KF
409
Krilogy Financial
Missouri
$645K +$25.4K +426 +4%
AG
410
Appleton Group
Wisconsin
$629K -$51.3K -860 -8%
AWA
411
Arete Wealth Advisors
Illinois
$627K -$58.4K -981 -9%
MIH
412
Meitav Investment House
Israel
$621K +$621K +10,457 New
BCM
413
Bluefin Capital Management
New York
$620K +$620K +10,400 New
KA
414
Kovack Advisors
Florida
$617K -$643K -10,787 -51%
SLWS
415
Swaine & Leidel Wealth Services
Florida
$613K +$613K +10,285 New
TYCC
416
Texas Yale Capital Corp
Florida
$601K -$601K -10,075 -50%
JPLA
417
Joseph P. Lucia & Associates
New York
$596K -$12.4M -207,665 -95%
JGIA
418
Jackson Grant Investment Advisers
Connecticut
$591K +$3.46K +58 +0.6%
LPIC
419
LeJeune Puetz Investment Counsel
Michigan
$587K -$7.75K -130 -1%
TW
420
TrinityPoint Wealth
Connecticut
$584K +$17.7K +296 +3%
WI
421
Wintrust Investments
Illinois
$584K +$20.3K +340 +4%
EAM
422
Evanson Asset Management
California
$583K +$8.23K +138 +1%
CAL
423
Capital Advisors Ltd
Ohio
$577K -$240K -4,024 -29%
FHA
424
First Horizon Advisors
Tennessee
$576K -$1.49K -25 -0.3%
PIM
425
Penobscot Investment Management
Massachusetts
$564K -$167K -2,800 -23%
15 16
17
18 19