We are live on ! Find out more
XLU icon

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
OC
476
Oakworth Capital
Alabama
$40K
OIA
477
OneDigital Investment Advisors
Kansas
$40K +$40K +1,524 New
AIM
478
Anchor Investment Management
South Carolina
$37.7K +$11.2K +426 +42%
ECM
479
Exchange Capital Management
Michigan
$36K -$35.7K -1,360 -49%
VIA
480
Vantage Investment Advisors
Pennsylvania
$36K
MFW
481
Mosaic Family Wealth
Missouri
$31K -$12.4K -474 -28%
WTC
482
WhitTier Trust Company
Nevada
$31K -$6.56K -250 -17%
FMTCOCP
483
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29.6K
IF
484
Ironwood Financial
Arizona
$29K
FC
485
Ferris Capital
Massachusetts
$29K +$29.8K +1,134 New
UWPG
486
Ullmann Wealth Partners Group
Florida
$29K +$30.2K +1,152 New
FCMT
487
Founders Capital Management (Texas)
Texas
$28K
MCM
488
McKinley Capital Management
Alaska
$28K +$13.2K +504 +88%
BCI
489
Brinker Capital Investments
Pennsylvania
$27K -$26K -992 -49%
VFA
490
Virtus Fund Advisers
Connecticut
$27K
ACM
491
AUA Capital Management
Pennsylvania
$26K -$472K -17,966 -95%
CHP
492
Cable Hill Partners
Oregon
$26K
RCG
493
Ruggie Capital Group
Florida
$26K
JCM
494
Jacobi Capital Management
Pennsylvania
$25K +$20.7K +788 +394%
GWS
495
Glassman Wealth Services
Virginia
$24K +$18.6K +710 +341%
CFD
496
Creative Financial Designs
Indiana
$22K
ZB
497
Zions Bancorporation
Utah
$21K
EWM
498
Evercore Wealth Management
New York
$20K
LWM
499
Lenox Wealth Management
Ohio
$19K +$18.7K +714 New
WAM
500
Watermark Asset Management
California
$16K

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.