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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 %
CWM
426
Cedar Wealth Management
California
$183K – – –
C
427
Cerebellum
California
$178K -$22.1K -426 -11%
EA
428
Edge Advisors
Georgia
$176K – – –
SF
429
Synovus Financial
Georgia
$165K +$26.3K +503 +19%
ZB
430
Zions Bancorporation
Utah
$162K +$162K +3,118 New
SFM
431
Signet Financial Management
New Jersey
$159K -$6.43K -124 -4%
IP
432
Intellectus Partners
California
$159K +$139K +2,686 +712%
ATC
433
Adirondack Trust Company
New York
$152K +$31.1K +600 +26%
SEI Investments
434
SEI Investments
Pennsylvania
$147K -$56K -1,074 -28%
AF
435
Advisornet Financial
Minnesota
$145K -$17.2K -331 -11%
AC
436
Avestar Capital
New York
$145K +$145K +2,793 New
BG
437
Bollard Group
Massachusetts
$138K +$1.19K +23 +0.9%
PG
438
Patten Group
Tennessee
$134K +$5.46K +105 +4%
CFG
439
Citizens Financial Group
Rhode Island
$133K – – –
MYIA
440
Mount Yale Investment Advisors
Colorado
$130K +$7.85K +151 +6%
GRP
441
Global Retirement Partners
California
$122K – – –
PCIA
442
Prime Capital Investment Advisors
Kansas
$109K – – –
POIA
443
Pin Oak Investment Advisors
Texas
$106K – – –
TWA
444
TCI Wealth Advisors
Arizona
$104K – – –
PCG
445
Private Capital Group
Connecticut
$103K – – –
CB
446
Community Bank
New York
$90K – – –
DSC
447
Duncker Streett & Co
Missouri
$89K – – –
AIM
448
Advantage Investment Management
Iowa
$85K – – –
WWM
449
Wagner Wealth Management
South Carolina
$84K +$84K +1,621 New
SBL
450
Sargent Bickham Lagudis
Colorado
$83K +$5.01K +96 +6%
16 17
18
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