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State Street Utilities Select Sector SPDR ETF

530 hedge funds and large institutions have $6.12B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 166

3% more funds holding

Funds holding: 516530 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

8% less capital invested

Capital invested by funds: $6.64B → $6.12B (-$518M)

21.22% less ownership

Funds ownership: 180.73%159.51% (-21%)

55% less call options, than puts

Call options by funds: $933M | Put options by funds: $2.05B

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.21%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
69
Increased
195
Reduced
166
Closed
50
Calls
$933M
Puts
$2.05B
Net Calls
-$1.12B
Net Calls Change
-$476M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
451
Advantage Investment Management
Iowa
$78K -$18.1K -690 -19%
MA
452
MCF Advisors
Kentucky
$78K
FWM
453
Focused Wealth Management
New York
$77K +$105 +4 +0.1%
HCM
454
Highlander Capital Management
New Jersey
$73K
CCMW
455
Cypress Capital Management (Wyoming)
Wyoming
$67.5K +$68.3K +2,600 New
YWP
456
YorkBridge Wealth Partners
New York
$67K
CB
457
Community Bank
New York
$66K
CTB
458
Country Trust Bank
Illinois
$66K +$23.1K +880 +53%
NA
459
NewEdge Advisors
Louisiana
$64.8K +$66.2K +2,520 New
GI
460
Gradient Investments
Minnesota
$61K -$6.56K -250 -10%
NSIM
461
North Star Investment Management
Illinois
$61K +$5.3K +202 +9%
AC
462
Alexandria Capital
Virginia
$60K +$473 +18 +0.8%
RFWA
463
RPg Family Wealth Advisory
Massachusetts
$59K -$12.2K -464 -17%
HDIM
464
Hanson & Doremus Investment Management
Vermont
$58K
VCM
465
Vigilant Capital Management
Maine
$58K
MSFP
466
Mark Sheptoff Financial Planning
Connecticut
$54K -$53 -2 -0.1%
BC
467
Bartlett & Co
Ohio
$54K
WT
468
Whittier Trust
California
$54K
EDRH
469
Edmond de Rothschild Holding
Switzerland
$52K -$53.8K -2,048 -50%
FIB
470
First Interstate Bank
Montana
$52K
PMFA
471
Plante Moran Financial Advisors
Michigan
$51K +$17.4K +664 +51%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$47K
APSP
473
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K
CBT
474
Capital Bank & Trust
California
$42K +$42.7K +1,626 New
GEA
475
Glen Eagle Advisors
New Jersey
$41.6K +$39.4K +1,500 +1,500%

XLU Hedge Fund Activity: Q2 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2017, worth a combined $6.12B — down 7.8% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XLU positions and 50 closed out — a net gain of 19 holders — while 195 added to existing stakes and 166 trimmed.

The largest buyer was Barclays, adding an estimated $338M. The largest seller was Morgan Stanley, cutting an estimated $585M.

  • 530 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2017, up from 516 in Q1 2017.
  • Funds reported $6.12B of State Street Utilities Select Sector SPDR ETF stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 69 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2017 and 50 closed out, a net change of +19 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2017 was Barclays, an estimated $338M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2017 was Morgan Stanley, an estimated $585M sold.

Based on aggregated 13F filings for Q2 2017.