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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

799 hedge funds and large institutions have $9.89B invested in Utilities Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-35
Holders Change %
-4.2%
% of All Funds
16.42%
Holding in Top 10
27
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-44.9%
% of All Funds
0.55%
New
105
Increased
255
Reduced
294
Closed
134
Calls
$2.2B
Puts
$1.97B
Net Calls
+$232M
Net Calls Change
+$65.7M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$1.86B
2
Citigroup
Citigroup
New York
+$508M
3
Barclays
Barclays
United Kingdom
+$397M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$253M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$515M
2
JSAM
J. Safra Asset Management
New York
-$227M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$94M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Chesapeake Wealth Management
Virginia
$385K -$18.3K -325 -5%
AWM
502
Atticus Wealth Management
Florida
$383K +$265K +4,695 +224%
CFGS
503
Concourse Financial Group Securities
Alabama
$382K -$10.2K -180 -3%
SFG
504
StrategIQ Financial Group
Indiana
$382K +$382K +6,765 New
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$378K -$11.7K -207 -3%
MYIA
506
Mount Yale Investment Advisors
Colorado
$376K +$35.4K +627 +10%
WA
507
WealthTrust Axiom
Pennsylvania
$373K +$564 +10 +0.2%
GCMG
508
Gyroscope Capital Management Group
Florida
$371K +$28.4K +504 +8%
WIC
509
Whitegate Investment Counselors
New Hampshire
$370K +$123K +2,175 +50%
SMG
510
Spectrum Management Group
Indiana
$369K -$32.8K -582 -8%
Brown Advisory
511
Brown Advisory
Maryland
$368K +$12.5K +222 +4%
JIC
512
Johnson Investment Counsel
Ohio
$367K -$31.6K -561 -8%
PTC
513
Private Trust Company
Ohio
$364K -$72.4K -1,269 -17%
SC
514
Stolper & Co
Oklahoma
$363K +$1.64K +29 +0.5%
OIA
515
OneDigital Investment Advisors
Kansas
$362K -$3.33K -59 -0.9%
SFM
516
Signet Financial Management
New Jersey
$362K +$98.3K +1,599 +37%
CPIG
517
Chicago Partners Investment Group
Illinois
$358K +$893 +15 +0.3%
DBRC
518
D.B. Root & Company
Pennsylvania
$357K -$1.56M -27,624 -81%
CWM
519
Cedar Wealth Management
California
$357K – – –
TP
520
Tranquility Partners
Tennessee
$357K +$357K +6,320 New
CT
521
Cambridge Trust
Massachusetts
$355K -$20.3K -334 -5%
BF
522
BOK Financial
Oklahoma
$354K +$54.9K +973 +18%
MOS
523
MGO One Seven
Ohio
$348K +$53.2K +942 +18%
WPC
524
White Pine Capital
Minnesota
$347K – – –
WEPOG
525
Wealth Enhancement & Preservation of GA
Georgia
$346K -$303K -5,847 -47%
19 20
21
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