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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

516 hedge funds and large institutions have $6.64B invested in Utilities Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+10
Holders Change %
+1.98%
% of All Funds
12.86%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.72%
New
75
Increased
158
Reduced
188
Closed
59
Calls
$619M
Puts
$1.26B
Net Calls
-$643M
Net Calls Change
+$494M

Top Buyers

1
CWM
1
CIBC World Markets
New York
$410M
2
Citigroup
2
Citigroup
New York
$709M
3
N
3
Natixis
France
$194M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$113M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$80.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$66.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$922M
3
Goldman Sachs
3
Goldman Sachs
New York
$473M
4
Bank of America
4
Bank of America
North Carolina
$677M
5
Barclays
5
Barclays
United Kingdom
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
Putnam Investments
Massachusetts
$39.9M +$1.64M +31,913 +4%
LPL Financial
27
LPL Financial
California
$38.6M +$48.5K +946 +0.1%
US Bancorp
28
US Bancorp
Minnesota
$34.6M -$2.08M -40,478 -6%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$33M -$17.4M -340,000 -35%
AII
30
AGF Investments Inc
Ontario, Canada
$31.6M -$1.43M -27,823 -4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$28.8M -$38.7M -753,557 -57%
KC
32
Kepos Capital
New York
$27.8M +$9.45M +184,250 +52%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$24.2M -$2.15M -41,962 -8%
QIM
34
Quantitative Investment Management
Virginia
$23M +$8.97M +174,800 +64%
DCC
35
Dow Chemical Company
Michigan
$22.2M -$4.22M -82,224 -16%
VE
36
Vega Energy
New York
$22.1M – – –
V
37
Veritable
Delaware
$21.8M -$2.03M -39,580 -9%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$20.4M +$16.5M +320,979 +423%
JG
39
Jefferies Group
New York
$20M +$19.8M +385,876 +10,094%
NCM
40
Niemann Capital Management
Nevada
$19.9M +$19.9M +387,648 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$18M +$2.35M +45,720 +15%
AA
42
ALPS Advisors
Colorado
$15.5M +$679K +13,722 +5%
Northern Trust
43
Northern Trust
Illinois
$15.3M -$209K -4,078 -1%
FMLI
44
Fukoku Mutual Life Insurance
Japan
$13.7M – – –
ONB
45
Old National Bancorp
Indiana
$13.3M +$333K +6,484 +3%
PWM
46
Patriot Wealth Management
Texas
$12.8M -$3.39M -66,047 -21%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$11M -$258K -5,030 -2%
RJA
48
Raymond James & Associates
Florida
$10.8M +$1.39M +27,103 +15%
State of Tennessee, Department of Treasury
49
State of Tennessee, Department of Treasury
Tennessee
$10.7M -$15.2M -295,917 -59%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$10.5M -$833K -16,239 -7%
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