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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 %
CA
451
Claro Advisors
Massachusetts
$624K +$29.9K +462 +5%
5L
452
55I LLC
Massachusetts
$616K +$249K +3,847 +68%
VCM
453
Virtue Capital Management
Tennessee
$606K -$3.53M -54,583 -85%
MYIA
454
Mount Yale Investment Advisors
Colorado
$606K +$72.1K +1,045 +14%
FNBOH
455
First National Bank of Hutchinson
Kansas
$597K -$970 -15 -0.2%
PIM
456
Penobscot Investment Management
Massachusetts
$595K +$1.62K +25 +0.3%
SFA
457
Sequoia Financial Advisors
Ohio
$591K +$26.1K +404 +5%
NCM
458
Narwhal Capital Management
Georgia
$590K -$969 -15 -0.2%
HFA
459
High Falls Advisors
New York
$588K -$875K -13,542 -60%
WP
460
WealthShield Partners
North Carolina
$584K – – –
NFP
461
Narus Financial Partners
Utah
$580K +$89.9K +1,391 +18%
EAM
462
Evanson Asset Management
California
$580K -$114K -1,760 -16%
6M
463
6 Meridian
Kansas
$580K -$4.59K -71 -0.8%
HWA
464
Heritage Wealth Advisors
Virginia
$578K +$149K +2,304 +35%
LPIC
465
LeJeune Puetz Investment Counsel
Michigan
$578K -$38.7K -600 -6%
RVPG
466
Relative Value Partners Group
$578K – – –
RCM
467
RNC Capital Management
California
$578K +$578K +8,940 New
GCMG
468
Gyroscope Capital Management Group
Florida
$572K +$73.3K +1,134 +15%
CG
469
Colony Group
Massachusetts
$568K +$42.3K +655 +8%
CA
470
Calton & Associates
Florida
$567K -$25.3K -391 -4%
SWM
471
Segment Wealth Management
Texas
$567K +$19.4K +300 +4%
C
472
Cerebellum
California
$558K +$107K +1,652 +24%
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$555K +$555K +8,619 New
EIA
474
Eldridge Investment Advisors
New Hampshire
$554K -$14.5K -225 -3%
PAI
475
Pittenger & Anderson Inc
Nebraska
$546K – – –
17 18
19
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