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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 %
WB
526
WesBanco Bank
West Virginia
$346K -$26.9K -477 -7%
AWS
527
Arkfeld Wealth Strategies
Nebraska
$343K -$24.5K -434 -7%
FNT
528
First National Trust
Pennsylvania
$338K +$2.93K +52 +0.9%
BBA
529
BLB&B Advisors
Pennsylvania
$334K – – –
CSIC
530
Clifford Swan Investment Counsel
California
$333K – – –
PAS
531
Partnervest Advisory Services
California
$332K -$261K -4,611 -44%
HWA
532
Heritage Wealth Advisors
Virginia
$330K +$18.7K +332 +6%
ARG
533
Advisory Resource Group
Oklahoma
$328K -$17.4K -309 -5%
SF
534
Synovus Financial
Georgia
$326K -$434K -7,700 -57%
SP
535
Successful Portfolios
Florida
$325K -$14.4K -255 -4%
TC
536
TownSquare Capital
Utah
$323K -$130K -2,247 -29%
SS
537
Sunbelt Securities
Texas
$323K -$28.7K -510 -8%
WAM
538
Wolverine Asset Management
Illinois
$320K -$2.95M -52,294 -90%
CA
539
Calton & Associates
Florida
$320K -$191K -3,389 -37%
UWM
540
USAdvisors Wealth Management
Minnesota
$320K – – –
IWS
541
Insight Wealth Strategies
California
$320K +$320K +5,674 New
VR
542
Viridian RIA
Washington
$319K -$9.53M -169,127 -97%
KIG
543
Kessler Investment Group
Indiana
$319K -$2.94K -52 -0.9%
BBL
544
Beck Bode LLC
Massachusetts
$319K +$960 +17 +0.3%
IFG
545
Investors Financial Group
Minnesota
$319K +$28.6K +507 +10%
Mercer Global Advisors
546
Mercer Global Advisors
Colorado
$314K -$102K -1,803 -24%
SWM
547
SeaCrest Wealth Management
New York
$313K -$41.9K -742 -12%
BCP
548
Berkeley Capital Partners
Georgia
$312K +$312K +5,534 New
CWM
549
Cabot Wealth Management
Massachusetts
$308K – – –
RIM
550
Rockbridge Investment Management
New York
$308K +$308K +5,454 New
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