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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 %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$829K – – –
DBIA
402
Dumont & Blake Investment Advisors
New Jersey
$828K -$108K -1,720 -12%
KA
403
Kovack Advisors
Florida
$822K -$1.85M -29,576 -69%
TSWM
404
Triangle Securities Wealth Management
North Carolina
$808K – – –
RG
405
Rikoon Group
New Mexico
$808K +$38.3K +610 +5%
CFO
406
Collective Family Office
Pennsylvania
$807K +$807K +12,874 New
HCP
407
Holt Capital Partners
Texas
$801K -$1.88K -30 -0.2%
AWM
408
Accel Wealth Management
Iowa
$800K +$800K +12,755 New
PWM
409
Palumbo Wealth Management
New York
$800K +$800K +12,761 New
WIC
410
Whitegate Investment Counselors
New Hampshire
$785K +$274K +4,375 +54%
GGS
411
Galvin Gaustad & Stein
Arizona
$778K +$778K +12,403 New
AWA
412
Arete Wealth Advisors
Illinois
$777K +$205K +3,301 +36%
PAMU
413
Pictet Asset Management (UK)
United Kingdom
$765K – – –
EH
414
Equitable Holdings
New York
$755K -$1.52M -24,227 -67%
AF
415
Arrow Financial
New York
$754K +$8.09K +129 +1%
BWG
416
Beta Wealth Group
California
$752K +$752K +11,994 New
BCM
417
BTR Capital Management
California
$746K -$56.5K -900 -7%
CI
418
Cavalier Investments
Georgia
$744K +$744K +11,859 New
HNB
419
Huntington National Bank
Ohio
$743K -$5.9K -94 -0.8%
CFA
420
Camarda Financial Advisors
Florida
$737K -$1.06M -16,828 -59%
EWM
421
Endurance Wealth Management
Rhode Island
$733K -$11.4K -181 -2%
ZIG
422
Zurich Insurance Group
Switzerland
$732K – – –
HSA
423
HBK Sorce Advisory
Pennsylvania
$731K +$125 +2 +0%
HNW
424
High Note Wealth
Minnesota
$730K +$730K +11,647 New
PWW
425
Pettyjohn Wood & White
Virginia
$728K -$6.27K -100 -0.9%
15 16
17
18 19