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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$281M
2
Bank of America
Bank of America
North Carolina
+$255M
3
Citigroup
Citigroup
New York
+$218M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$172M
5
PP
Prudential plc
United Kingdom
+$143M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$263M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$83.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$70.5M
4
Charles Schwab
Charles Schwab
California
-$59.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
426
Marquette Asset Management
Minnesota
$640K – – –
RCA
427
Resonant Capital Advisors
Wisconsin
$640K – – –
PCIA
428
Prime Capital Investment Advisors
Kansas
$632K -$2.03M -31,765 -76%
ZIG
429
Zurich Insurance Group
Switzerland
$627K -$162K -2,410 -21%
SCP
430
Silverleafe Capital Partners
Tennessee
$627K +$832 +13 +0.1%
OC
431
Oppenheimer & Co
New York
$625K +$133K +2,082 +27%
MHI
432
Miller Howard Investments
New York
$624K -$823K -12,842 -57%
GVAG
433
Great Valley Advisor Group
Delaware
$615K -$116K -1,815 -16%
HNW
434
High Note Wealth
Minnesota
$612K -$133K -2,075 -18%
KWM
435
Keebeck Wealth Management
Illinois
$605K – – –
GWA
436
GGM Wealth Advisors
Maryland
$602K -$1.67K -25 -0.3%
M&T Bank
437
M&T Bank
New York
$600K -$480K -7,503 -44%
TP
438
Tranquility Partners
Tennessee
$596K +$204K +3,188 +52%
KWM
439
Kingsview Wealth Management
Oregon
$595K -$322K -5,035 -35%
RVPG
440
Relative Value Partners Group
$592K – – –
EWM
441
EPG Wealth Management
Georgia
$589K -$75.1K -1,173 -11%
DW
442
Domani Wealth
Pennsylvania
$583K +$1.47K +23 +0.3%
AllianceBernstein
443
AllianceBernstein
Tennessee
$583K +$2.44K +38 +0.4%
WCM
444
Windsor Capital Management
Arizona
$580K -$28.8K -450 -5%
PPA
445
Parametric Portfolio Associates
Washington
$580K +$213K +3,327 +58%
DLHL
446
Donald L. Hagan LLC
Florida
$579K +$579K +9,040 New
LK
447
Lumbard & Kellner
New Hampshire
$577K +$126K +1,970 +28%
BC
448
Barnett & Company
Tennessee
$575K -$19.2K -300 -3%
JCM
449
Jacobi Capital Management
Pennsylvania
$572K +$127K +1,977 +28%
BUB
450
BBVA USA Bancshares
Texas
$569K – – –
16 17
18
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