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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 %
EAM
451
Evanson Asset Management
California
$623K +$2.88K +46 +0.5%
PHS
452
Pekin Hardy Strauss
Illinois
$620K +$51.1K +815 +9%
FSA
453
Financial Sense Advisors
California
$616K +$50.4K +803 +9%
SLWS
454
Swaine & Leidel Wealth Services
Florida
$615K -$26K -415 -4%
SCP
455
Silverleafe Capital Partners
Tennessee
$613K -$693K -11,053 -53%
RCG
456
Rock Creek Group
District of Columbia
$613K -$576K -9,189 -48%
GWM
457
Geneos Wealth Management
Colorado
$609K +$51.5K +866 +9%
CCFM
458
Clear Creek Financial Management
Washington
$607K +$607K +9,696 New
SF
459
Synovus Financial
Georgia
$602K -$106K -1,692 -15%
TRCT
460
Tower Research Capital (TRC)
New York
$599K -$597K -9,521 -50%
WCM
461
Windsor Capital Management
Arizona
$596K -$1.44K -23 -0.2%
FHA
462
First Horizon Advisors
Tennessee
$594K +$6.96K +111 +1%
KWM
463
Keebeck Wealth Management
Illinois
$592K -$9.03K -144 -2%
BCM
464
Bayesian Capital Management
New York
$583K -$690K -11,000 -54%
BC
465
Barnett & Company
Tennessee
$581K +$549K +8,770 +1,720%
RVPG
466
Relative Value Partners Group
$580K +$7.09K +113 +1%
FSA
467
Fort Sheridan Advisors
Illinois
$579K -$294K -4,688 -34%
Mercer Global Advisors
468
Mercer Global Advisors
Colorado
$577K +$225K +3,581 +64%
EC
469
Estate Counselors
Wisconsin
$575K +$575K +9,170 New
FIM
470
Freedom Investment Management
Connecticut
$575K +$575K +9,171 New
AF
471
Allworth Financial
California
$572K +$99.7K +1,591 +21%
MYIA
472
Mount Yale Investment Advisors
Colorado
$572K +$154K +2,457 +37%
DW
473
Domani Wealth
Pennsylvania
$570K +$140K +2,239 +33%
IWAG
474
Integer Wealth Advisors Group
Georgia
$568K -$220K -3,521 -28%
AllianceBernstein
475
AllianceBernstein
Tennessee
$568K +$568K +9,060 New
17 18
19
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