State Street Utilities Select Sector SPDR ETF
XLU
532 hedge funds and large institutions have $6.51B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.
19% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 42
7.54% more ownership
Funds ownership: 159.51% → 167.04% (+7.5%)
6% more capital invested
Capital invested by funds: $6.12B → $6.51B (+$388M)
0% more funds holding
Funds holding: 530 → 532 (+2)
10% less funds holding in top 10
Funds holding in top 10: 29 → 26 (-3)
12% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 197
47% less call options, than puts
Call options by funds: $982M | Put options by funds: $1.86B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$232M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$187M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$171M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$126M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$94.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$219M |
| 2 |
Morgan Stanley
New York
|
-$106M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$90M |
| 4 |
ECM
Element Capital Management
New York
|
-$62.9M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$53.2M |
XLU Hedge Fund Activity: Q3 2017 in Review
532 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2017, worth a combined $6.51B — up 6.3% from $6.12B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new XLU positions and 42 closed out — a net gain of 8 holders — while 174 added to existing stakes and 197 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $232M. The largest seller was Goldman Sachs, cutting an estimated $219M.
- 532 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2017, up from 530 in Q2 2017.
- Funds reported $6.51B of State Street Utilities Select Sector SPDR ETF stock for Q3 2017, up 6.3% quarter-over-quarter.
- 50 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2017 and 42 closed out, a net change of +8 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $232M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2017 was Goldman Sachs, an estimated $219M sold.
Based on aggregated 13F filings for Q3 2017.