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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 %
KWM
426
Keebeck Wealth Management
Illinois
$712K +$712K +11,028 New
PPA
427
Parametric Portfolio Associates
Washington
$711K +$125K +1,941 +21%
FWCM
428
Ferguson Wellman Capital Management
Oregon
$708K -$35.5K -550 -5%
TW
429
TrinityPoint Wealth
Connecticut
$708K +$41.4K +641 +6%
CCM
430
Chilton Capital Management
Texas
$702K -$92.4K -1,431 -12%
AF
431
Arrow Financial
New York
$701K +$96.2K +1,488 +16%
IFWM
432
Institute for Wealth Management
Colorado
$685K -$105K -1,619 -13%
LNC
433
Lincoln National Corp
Pennsylvania
$683K +$1.36K +21 +0.2%
MIAN
434
Mariner Independent Advisor Network
Kansas
$679K +$679K +10,508 New
JGIA
435
Jackson Grant Investment Advisers
Connecticut
$671K +$27.5K +425 +4%
WCM
436
Windsor Capital Management
Arizona
$667K -$47.3K -732 -7%
GVAG
437
Great Valley Advisor Group
Delaware
$661K -$48.1K -744 -7%
HPC
438
HM Payson & Co
Maine
$658K +$2.07K +32 +0.3%
AWA
439
Arete Wealth Advisors
Illinois
$658K +$119K +1,862 +22%
FNT
440
First National Trust
Pennsylvania
$657K +$57K +883 +10%
KA
441
Kovack Advisors
Florida
$652K -$807K -12,484 -55%
WTB
442
Washington Trust Bank
Washington
$652K +$158K +2,442 +32%
TYCC
443
Texas Yale Capital Corp
Florida
$651K – – –
Nuveen Asset Management
444
Nuveen Asset Management
Illinois
$649K -$272K -4,220 -30%
LFAS
445
Level Four Advisory Services
Texas
$649K -$160K -2,473 -20%
Federated Hermes
446
Federated Hermes
Pennsylvania
$646K +$646K +10,000 New
RCA
447
Resonant Capital Advisors
Wisconsin
$646K +$646K +10,000 New
SLWS
448
Swaine & Leidel Wealth Services
Florida
$642K +$4.53K +70 +0.7%
CAL
449
Capital Advisors Ltd
Ohio
$625K – – –
FHA
450
First Horizon Advisors
Tennessee
$624K – – –
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18
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