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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
401
DFPG Investments
Utah
$817K +$203K +3,082 +33%
JPLA
402
Joseph P. Lucia & Associates
New York
$815K +$50.3K +778 +7%
EDRH
403
Edmond de Rothschild Holding
Switzerland
$796K -$100K -1,550 -11%
AS
404
Altshuler Shaham
Israel
$790K -$76.2K -1,179 -9%
AFP
405
Ausdal Financial Partners
Iowa
$781K +$781K +11,372 New
CFS
406
CRA Financial Services
New Jersey
$780K – – –
ST
407
Spinnaker Trust
Maine
$778K -$6.81M -105,425 -90%
ODCM
408
Old Dominion Capital Management
Virginia
$776K – – –
MSU
409
Mizuho Securities USA
New York
$775K +$775K +12,000 New
EH
410
Equitable Holdings
New York
$770K +$770K +11,917 New
Brown Advisory
411
Brown Advisory
Maryland
$769K -$1.66M -25,735 -68%
TC
412
TownSquare Capital
Utah
$767K -$641K -9,920 -46%
SFPG
413
Stonebridge Financial Planning Group
Florida
$760K +$760K +11,758 New
RG
414
Rikoon Group
New Mexico
$750K +$98.5K +1,525 +15%
MFW
415
Meristem Family Wealth
Minnesota
$749K – – –
MC
416
Moors & Cabot
Massachusetts
$749K +$45.1K +700 +6%
VCP
417
Verus Capital Partners
Arizona
$745K +$745K +11,536 New
HCP
418
Holt Capital Partners
Texas
$742K -$355K -5,492 -32%
PWG
419
Private Wealth Group
Florida
$739K – – –
UR
420
USCA RIA
Texas
$737K +$87.1K +1,348 +13%
KF
421
Krilogy Financial
Missouri
$735K +$6.72K +104 +0.9%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$730K -$23.8M -369,203 -97%
Natixis Advisors
423
Natixis Advisors
Massachusetts
$729K +$729K +11,280 New
PIA
424
Powell Investment Advisors
Florida
$726K +$726K +11,230 New
PWW
425
Pettyjohn Wood & White
Virginia
$723K -$26.8K -415 -4%
15 16
17
18 19