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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 %
MAM
526
MMA Asset Management
Pennsylvania
$448K +$448K +7,140 New
TFS
527
Thoroughbred Financial Services
Tennessee
$443K +$443K +7,066 New
LK
528
Lumbard & Kellner
New Hampshire
$441K +$441K +7,035 New
BWM
529
Birchcreek Wealth Management
Ohio
$440K +$440K +7,019 New
JGUA
530
John G. Ullman & Associates
New York
$439K +$151K +2,400 +52%
JCM
531
Jacobi Capital Management
Pennsylvania
$436K +$277K +4,417 +174%
CWM
532
Chesapeake Wealth Management
Virginia
$435K +$2.07K +33 +0.5%
RFWA
533
RPg Family Wealth Advisory
Massachusetts
$429K +$313 +5 +0.1%
IFWM
534
Institute for Wealth Management
Colorado
$420K -$161K -2,575 -28%
CC
535
Courier Capital
New York
$418K – – –
SC
536
Stolper & Co
Oklahoma
$416K -$7.21K -115 -2%
WA
537
WealthTrust Axiom
Pennsylvania
$414K +$188 +3 +0%
WA
538
Wambolt & Associates
Colorado
$413K -$11K -175 -3%
BBA
539
BLB&B Advisors
Pennsylvania
$411K – – –
CF
540
Centaurus Financial
California
$409K -$48.9K -780 -11%
MC
541
Matisse Capital
Oregon
$407K -$341K -5,450 -46%
GCMG
542
Gyroscope Capital Management Group
Florida
$405K -$12.7K -203 -3%
AWS
543
Arkfeld Wealth Strategies
Nebraska
$405K +$29.2K +473 +8%
RIA
544
Realta Investment Advisors
Delaware
$395K +$50.7K +807 +15%
CWM
545
Cedar Wealth Management
California
$390K -$6.33K -101 -2%
SP
546
Successful Portfolios
Florida
$389K +$25.1K +400 +7%
VFA
547
Valeo Financial Advisors
Indiana
$385K -$39.1K -624 -9%
TP
548
Tranquility Partners
Tennessee
$384K -$43.7K -697 -10%
SWM
549
SeaCrest Wealth Management
New York
$380K +$16.6K +265 +5%
CPIG
550
Chicago Partners Investment Group
Illinois
$377K – – –
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