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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
526
White Pine Capital
Minnesota
$397K – – –
SEIA
527
Signature Estate & Investment Advisors
California
$391K -$313K -4,843 -44%
SFG
528
Sather Financial Group
Texas
$391K – – –
BBL
529
Beck Bode LLC
Massachusetts
$390K -$46.5K -720 -11%
CG
530
Cynosure Group
Utah
$390K – – –
Franklin Resources
531
Franklin Resources
California
$388K – – –
NCP
532
NexWave Capital Partners
New York
$387K +$387K +5,986 New
H
533
HoyleCohen
California
$385K -$19.8K -307 -5%
CFGS
534
Concourse Financial Group Securities
Alabama
$383K +$175K +2,703 +84%
BBA
535
BLB&B Advisors
Pennsylvania
$382K – – –
CWM
536
Cabot Wealth Management
Massachusetts
$381K -$12.1K -188 -3%
CSIC
537
Clifford Swan Investment Counsel
California
$381K – – –
Fayez Sarofim & Co
538
Fayez Sarofim & Co
Texas
$380K +$380K +5,876 New
MMG
539
Monetary Management Group
Missouri
$376K +$1.29K +20 +0.3%
ARG
540
Advisory Resource Group
Oklahoma
$371K +$9.56K +148 +3%
BMCM
541
Bryn Mawr Capital Management
Pennsylvania
$364K – – –
RIA
542
Regal Investment Advisors
Michigan
$364K +$364K +5,629 New
CCM
543
Campbell Capital Management
Florida
$362K +$362K +5,600 New
BO
544
BRR OpCo
Ohio
$355K +$113K +1,745 +47%
AIC
545
Ameritas Investment Company
Nebraska
$354K -$81.5K -1,262 -19%
SFM
546
Signet Financial Management
New Jersey
$354K +$119K +1,848 +51%
TNB
547
Thomasville National Bank
Georgia
$353K -$129K -2,000 -27%
SWM
548
SeaCrest Wealth Management
New York
$353K -$6.46K -100 -2%
CG
549
Caprock Group
Idaho
$350K +$350K +5,423 New
Macquarie Group
550
Macquarie Group
Australia
$349K -$442K -6,845 -56%
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