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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 %
PTC
476
Private Trust Company
Ohio
$535K +$107K +1,665 +25%
HSA
477
HBK Sorce Advisory
Pennsylvania
$531K -$14K -216 -3%
CFB
478
Cullen/Frost Bankers
Texas
$531K +$141K +2,182 +36%
AG
479
Appleton Group
Wisconsin
$529K -$154K -2,379 -23%
SS
480
Sunbelt Securities
Texas
$527K -$23.7K -367 -4%
CL
481
CIM LLC
New York
$524K +$17.8K +275 +4%
NIA
482
Northstar Investment Advisors
Colorado
$519K – – –
CAAS
483
Capital Asset Advisory Services
Michigan
$519K +$519K +7,506 New
BS
484
Banco Santander
Spain
$518K -$2.08M -32,193 -80%
TGAM
485
TBH Global Asset Management
Tennessee
$517K +$517K +8,002 New
AWM
486
Avitas Wealth Management
California
$516K -$4.79K -74 -0.9%
CC
487
Courier Capital
New York
$511K – – –
NIC
488
Northwest Investment Counselors
Oregon
$507K -$32.3K -501 -6%
JIC
489
Johnson Investment Counsel
Ohio
$502K +$64.8K +1,003 +15%
BUB
490
BBVA USA Bancshares
Texas
$502K +$502K +7,774 New
BRWA
491
B. Riley Wealth Advisors
Florida
$496K -$187K -2,896 -27%
IC
492
InterOcean Capital
Illinois
$495K +$45.2K +700 +10%
W
493
WealthOne
New York
$493K -$359K -5,552 -42%
BCA
494
Bay Colony Advisors
Massachusetts
$492K -$13.3K -196 -3%
GFS
495
GYL Financial Synergies
Connecticut
$491K +$61.2K +948 +14%
BWP
496
Bernardo Wealth Planning
Pennsylvania
$487K +$60.7K +941 +14%
SCM
497
Spreng Capital Management
Ohio
$481K +$481K +7,455 New
Mercer Global Advisors
498
Mercer Global Advisors
Colorado
$480K +$137K +2,121 +40%
PFG
499
PAX Financial Group
Texas
$480K +$480K +6,768 New
AC
500
AlphaCore Capital
California
$479K +$479K +7,416 New
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