XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

834 hedge funds and large institutions have $7.58B invested in Utilities Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 274 increasing their positions, 304 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-16
Holders Change %
-1.88%
% of All Funds
18.42%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.08%
New
120
Increased
274
Reduced
304
Closed
124
Calls
$1.2B
Puts
$1.04B
Net Calls
+$166M
Net Calls Change
+$982M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$156M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$151M
3
Jane Street
Jane Street
New York
+$132M
4
Bank of America
Bank of America
North Carolina
+$82.8M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$81.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$291M
2
PP
Prudential plc
United Kingdom
-$219M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$170M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$150M
5
N
Natixis
France
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
451
Bernardo Wealth Planning
Pennsylvania
$543K +$125K +2,268 +30%
IFWM
452
Institute for Wealth Management
Colorado
$542K -$45K -813 -8%
XS
453
XR Securities
Illinois
$540K +$540K +9,739 New
MIAN
454
Mariner Independent Advisor Network
Kansas
$538K -$10.4K -199 -2%
FHA
455
First Horizon Advisors
Tennessee
$535K – – –
SFA
456
Sequoia Financial Advisors
Ohio
$535K +$28.1K +508 +6%
Koshinski Asset Management
457
Koshinski Asset Management
Illinois
$533K -$697K -12,579 -57%
KWM
458
Keebeck Wealth Management
Illinois
$531K -$79.1K -1,429 -13%
VCM
459
Virtue Capital Management
Tennessee
$523K +$3.05K +55 +0.6%
SCCM
460
Schafer Cullen Capital Management
New York
$510K -$642K -11,603 -56%
PIM
461
Penobscot Investment Management
Massachusetts
$510K – – –
CCM
462
Chilton Capital Management
Texas
$508K -$94.5K -1,705 -16%
WCM
463
Windsor Capital Management
Arizona
$507K -$64.1K -1,159 -11%
CA
464
Calton & Associates
Florida
$502K +$15.5K +279 +3%
ACM
465
Anfield Capital Management
California
$501K +$321K +5,790 +178%
WP
466
WealthShield Partners
North Carolina
$500K – – –
RVPG
467
Relative Value Partners Group
$500K +$5.53K +100 +1%
FNBOH
468
First National Bank of Hutchinson
Kansas
$491K -$20.5K -370 -4%
HSA
469
HBK Sorce Advisory
Pennsylvania
$488K +$32.9K +593 +7%
TNB
470
Thomasville National Bank
Georgia
$483K +$130K +2,000 +37%
HFA
471
High Falls Advisors
New York
$478K -$25.7K -464 -5%
WDL
472
Well Done LLC
Michigan
$477K +$477K +8,614 New
BUB
473
BBVA USA Bancshares
Texas
$476K +$45.6K +824 +11%
PFA
474
Pettinga Financial Advisors
Indiana
$475K +$475K +8,575 New
FLPIM
475
F.L. Putnam Investment Management
Massachusetts
$474K +$474K +8,546 New
17 18
19
20 21