XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

891 hedge funds and large institutions have $9.67B invested in Utilities Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 347 increasing their positions, 257 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+19
Holders Change %
+2.18%
% of All Funds
15.65%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
104
Increased
347
Reduced
257
Closed
70
Calls
$915M
Puts
$1.29B
Net Calls
-$377M
Net Calls Change
-$307M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$443M
2
N
Natixis
France
+$128M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$95.2M
4
Morgan Stanley
Morgan Stanley
New York
+$82.1M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$153M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$144M
3
Barclays
Barclays
United Kingdom
-$131M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$125M
5
SGDR
SPX Gestao de Recursos
Brazil
-$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
476
Tocqueville Asset Management
New York
$556K – – –
CGH
477
CMG Global Holdings
Texas
$555K -$2.24K -35 -0.4%
TRCT
478
Tower Research Capital (TRC)
New York
$550K +$541K +8,464 +5,919%
EAM
479
Evanson Asset Management
California
$549K +$2.73K +43 +0.5%
PWM
480
Palumbo Wealth Management
New York
$542K -$256K -4,005 -32%
W
481
WealthOne
New York
$540K -$362K -5,662 -40%
FNBOH
482
First National Bank of Hutchinson
Kansas
$535K – – –
GT
483
Greenleaf Trust
Michigan
$533K – – –
BW
484
Bison Wealth
Georgia
$530K +$31.1K +487 +6%
BFG
485
Berger Financial Group
Minnesota
$529K +$319 +5 +0.1%
WIA
486
World Investment Advisors
California
$526K +$58.8K +920 +13%
MAM
487
MMA Asset Management
Pennsylvania
$523K – – –
MWM
488
Meridian Wealth Management
Kentucky
$523K +$98.2K +1,539 +23%
WPC
489
White Pine Capital
Minnesota
$521K – – –
WANY
490
Wealthspire Advisors (New York)
New York
$518K -$511 -8 -0.1%
IFG
491
Investors Financial Group
Minnesota
$517K +$13.9K +218 +3%
VFA
492
Valeo Financial Advisors
Indiana
$515K +$18.9K +295 +4%
GCMG
493
Gyroscope Capital Management Group
Florida
$511K +$511K +7,998 New
IWP
494
Icon Wealth Partners
Texas
$510K +$122K +1,908 +31%
GVAG
495
Great Valley Advisor Group
Delaware
$509K -$125K -1,955 -20%
MYIA
496
Mount Yale Investment Advisors
Colorado
$508K +$36K +563 +8%
PCA
497
Pallas Capital Advisors
Massachusetts
$507K +$507K +7,568 New
3LCM
498
3D/L Capital Management
Connecticut
$504K -$128 -2 -0%
FAN
499
Financial Advisors Network
California
$502K +$502K +7,525 New
BF
500
BOK Financial
Oklahoma
$502K +$502K +7,863 New
18 19
20
21 22