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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 %
MFW
426
Meristem Family Wealth
Minnesota
$727K – – –
AC
427
Abbrea Capital
California
$726K +$17.2K +275 +2%
Koshinski Asset Management
428
Koshinski Asset Management
Illinois
$725K -$2.5M -39,881 -78%
RFC
429
Regions Financial Corp
Alabama
$723K -$23.3K -372 -3%
GVAG
430
Great Valley Advisor Group
Delaware
$716K -$59.6K -950 -8%
AF
431
Advisornet Financial
Minnesota
$712K -$636K -10,133 -47%
CFS
432
CRA Financial Services
New Jersey
$709K -$47K -750 -6%
SP
433
Symmetry Partners
Connecticut
$687K -$21.4K -342 -3%
MMA
434
Miracle Mile Advisors
California
$686K +$37.6K +600 +6%
VA
435
Valmark Advisers
Ohio
$682K -$40K -637 -6%
KF
436
Krilogy Financial
Missouri
$678K +$17.9K +286 +3%
WCA
437
Windsor Creek Advisors
Vermont
$668K -$1.6M -25,546 -71%
DC
438
Derby & Company
Massachusetts
$656K +$40K +637 +6%
WP
439
WealthShield Partners
North Carolina
$653K +$37.1K +593 +6%
EWM
440
EPG Wealth Management
Georgia
$650K -$70.1K -1,118 -10%
SCCM
441
Schafer Cullen Capital Management
New York
$647K +$647K +10,320 New
RIA
442
Regal Investment Advisors
Michigan
$646K +$646K +10,298 New
LNC
443
Lincoln National Corp
Pennsylvania
$643K -$159K -2,542 -20%
PIA
444
Powell Investment Advisors
Florida
$640K -$14.4K -230 -2%
TYCC
445
Texas Yale Capital Corp
Florida
$632K – – –
RCA
446
Resonant Capital Advisors
Wisconsin
$627K – – –
MAM
447
Marquette Asset Management
Minnesota
$627K +$627K +10,000 New
TCA
448
Transcend Capital Advisors
New Jersey
$627K +$627K +10,006 New
HFA
449
High Falls Advisors
New York
$626K -$16.8K -268 -3%
JPLA
450
Joseph P. Lucia & Associates
New York
$624K -$197K -3,151 -24%
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