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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 %
BF
501
BOK Financial
Oklahoma
$502K +$35.1K +560 +8%
WTB
502
Washington Trust Bank
Washington
$501K +$42.7K +681 +9%
SG
503
Swarthmore Group
Pennsylvania
$495K -$3.97M -63,300 -89%
PTC
504
Private Trust Company
Ohio
$492K +$123K +1,968 +33%
CAG
505
Curtis Advisory Group
California
$490K +$156K +2,478 +46%
BCP
506
Blue Chip Partners
Michigan
$488K +$488K +7,782 New
NAM
507
NTV Asset Management
West Virginia
$485K +$11.9K +190 +3%
CCM
508
Cox Capital Management
Massachusetts
$485K +$485K +7,733 New
LOAMU
509
Lombard Odier Asset Management (USA)
New York
$485K +$485K +7,736 New
OC
510
Oppenheimer & Co
New York
$481K -$74.3K -1,185 -13%
CCM
511
Crabel Capital Management
California
$481K +$481K +7,673 New
SCM
512
Spreng Capital Management
Ohio
$477K +$9.41K +150 +2%
AWM
513
Avitas Wealth Management
California
$474K -$2.95K -47 -0.6%
BCA
514
Bay Colony Advisors
Massachusetts
$474K +$9.4K +150 +2%
FIA
515
Foundations Investment Advisors
Arizona
$473K +$473K +7,582 New
BA
516
Ballew Advisors
Mississippi
$471K -$639K -10,352 -58%
PCA
517
Personal Capital Advisors
California
$470K -$17M -271,715 -97%
LPIC
518
LeJeune Puetz Investment Counsel
Michigan
$470K – – –
PPWP
519
Proquility Private Wealth Partners
Nevada
$462K +$462K +7,373 New
VAG
520
VisionPoint Advisory Group
Texas
$461K +$461K +7,358 New
EIA
521
Eldridge Investment Advisors
New Hampshire
$459K – – –
SFPG
522
Stonebridge Financial Planning Group
Florida
$458K -$115K -1,825 -20%
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$453K +$384K +6,128 +560%
CAM
524
Cresset Asset Management
Illinois
$451K +$192K +3,064 +74%
VFG
525
V2 Financial group
Illinois
$449K +$449K +7,167 New
19 20
21
22 23