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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 %
GWA
476
GGM Wealth Advisors
Maryland
$567K +$567K +9,055 New
NWA
477
Navis Wealth Advisors
New York
$564K +$564K +9,000 New
SFA
478
Sequoia Financial Advisors
Ohio
$560K -$6.84K -109 -1%
BUB
479
BBVA USA Bancshares
Texas
$557K – – –
GT
480
Greenleaf Trust
Michigan
$552K – – –
GFS
481
GYL Financial Synergies
Connecticut
$547K -$1.13K -18 -0.2%
CA
482
Claro Advisors
Massachusetts
$544K +$10.7K +170 +2%
MMG
483
Monetary Management Group
Missouri
$536K – – –
CFGS
484
Concourse Financial Group Securities
Alabama
$528K +$25.2K +401 +5%
TPWA
485
TRUE Private Wealth Advisors
Oregon
$527K +$20.2K +322 +4%
FTC
486
Farmers Trust Company
Ohio
$526K -$3.13K -50 -0.6%
BW
487
Bison Wealth
Georgia
$524K -$36.3K -579 -6%
BFG
488
Berger Financial Group
Minnesota
$524K +$524K +8,362 New
JIC
489
Johnson Investment Counsel
Ohio
$523K +$178K +2,840 +52%
FNBOH
490
First National Bank of Hutchinson
Kansas
$520K +$51.2K +824 +11%
BFS
491
Bard Financial Services
Connecticut
$519K +$519K +8,285 New
W
492
WealthOne
New York
$518K +$2.82K +45 +0.5%
EDRH
493
Edmond de Rothschild Holding
Switzerland
$516K – – –
CSPIA
494
Cary Street Partners Investment Advisory
Virginia
$513K -$104K -1,665 -17%
OIA
495
OneDigital Investment Advisors
Kansas
$513K -$40.3K -642 -7%
WPC
496
White Pine Capital
Minnesota
$511K +$125K +2,000 +33%
PIM
497
Penobscot Investment Management
Massachusetts
$506K -$32.9K -525 -6%
MA
498
Mutual Advisors
Nebraska
$506K +$12.8K +204 +3%
CC
499
Cedar Capital
Illinois
$505K -$44.2K -704 -8%
SI
500
Stephens Inc
Arkansas
$503K +$43.1K +687 +9%
18 19
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