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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.2M
2
Morgan Stanley
Morgan Stanley
New York
$922M
3
Goldman Sachs
Goldman Sachs
New York
$473M
4
Bank of America
Bank of America
North Carolina
$677M
5
Barclays
Barclays
United Kingdom
$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
501
Adirondack Trust Company
New York
$8K +$4.81K +98 +151%
VWM
502
Valley Wealth Managers
New Jersey
$8K +$4.85K +100 +154%
MAS
503
Madden Advisory Services
Florida
$7K +$7K +150 New
GWS
504
Glassman Wealth Services
Virginia
$5K – – –
JCM
505
Jacobi Capital Management
Pennsylvania
$5K – – –
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$54 +1 +1%
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$5K +105 New
DPA
508
Delphi Private Advisors
California
$4K -$1.37K -29 -25%
TAIM
509
TD Ameritrade Investment Management
Nebraska
$4K -$465 -10 -10%
HS
510
Horan Securities
United States
$4K +$4K +80 New
GEA
511
Glen Eagle Advisors
New Jersey
$2.57K – – –
SEI Investments
512
SEI Investments
Pennsylvania
$2K +$313 +5 +19%
USGIU
513
U.S. Global Investors (USGI)
Texas
$1.22K +$1.22K +23,748 New
MIM
514
Macroview Investment Management
Maryland
$1K – – –
RFM
515
Royal Fund Management
Florida
$1K – – –
HI
516
Honeywell International
North Carolina
– -$48.7M -1,002,000 Closed
LM
517
Luminus Management
Texas
– -$20.7M -426,016 Closed
ECM
518
Element Capital Management
New York
– -$16.1M -330,846 Closed
Lido Advisors
519
Lido Advisors
California
– -$15.3M -315,277 Closed
GI
520
Glovista Investments
New Jersey
– -$9.32M -191,938 Closed
SMG
521
Spectrum Management Group
Indiana
– -$9.31M -191,580 Closed
CCP
522
Corient Capital Partners
California
– -$4.23M -87,010 Closed
FM
523
Forward Management
California
– -$4.17M -85,948 Closed
TRCT
524
Tower Research Capital (TRC)
New York
– -$3.87M -79,712 Closed
FAM
525
Foothills Asset Management
Arizona
– -$2.78M -57,165 Closed
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