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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
LYV
501
Live Your Vision
Pennsylvania
$16K +$15.2K +580 New
PRS
502
Pinkerton Retirement Specialists
Idaho
$16K +$16.5K +630 New
CP
503
Corbenic Partners
Pennsylvania
$15K
CCM
504
Cribstone Capital Management
Maine
$15K
BWA
505
BDO Wealth Advisors
Florida
$13K +$13.1K +500 New
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$7.14K +272 +148%
PA
507
Perennial Advisors
New York
$12K +$12.2K +466 New
KPCM
508
Kings Point Capital Management
New York
$11K +$11.1K +422 New
VWA
509
V Wealth Advisors
Kansas
$11K +$11.1K +424 New
CAL
510
Capital Analysts LLC
Pennsylvania
$10.4K
AF
511
Allworth Financial
California
$10K
MWM
512
MinichMacGregor Wealth Management
New York
$10K
RFA
513
Reilly Financial Advisors
California
$10K
MCIA
514
Mountain Capital Investment Advisors
Colorado
$10K +$10.5K +400 New
WIM
515
Westside Investment Management
California
$8.75K
SFG
516
SevenBridge Financial Group
Pennsylvania
$8K
First Manhattan
517
First Manhattan
New York
$8K +$8.56K +326 New
M
518
MOTCO
Texas
$7K -$5.88K -224 -44%
AIP
519
Ameritas Investment Partners
Nebraska
$7K -$1.84K -70 -19%
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
RIA
521
RPG Investment Advisory
California
$5K +$5.25K +200 New
CDIA
522
Capital Directions Investment Advisors
Georgia
$5K +$5.51K +210 New
DPA
523
Delphi Private Advisors
California
$4K
HS
524
Horan Securities
United States
$4K
TAIM
525
TD Ameritrade Investment Management
Nebraska
$4K

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.