We are live on ! Find out more
XLU icon

State Street Utilities Select Sector SPDR ETF

530 hedge funds and large institutions have $6.12B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 166

3% more funds holding

Funds holding: 516530 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

8% less capital invested

Capital invested by funds: $6.64B → $6.12B (-$518M)

21.22% less ownership

Funds ownership: 180.73%159.51% (-21%)

55% less call options, than puts

Call options by funds: $933M | Put options by funds: $2.05B

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.21%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
69
Increased
195
Reduced
166
Closed
50
Calls
$933M
Puts
$2.05B
Net Calls
-$1.12B
Net Calls Change
-$476M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
551
Bank of Nova Scotia
Ontario, Canada
-$433K -16,890 Closed
ST
552
Spot Trading
Illinois
-$429K -16,324 Closed
ST
553
Spinnaker Trust
Maine
-$418K -16,302 Closed
IWA
554
Intercontinental Wealth Advisors
Texas
-$382K -14,900 Closed
LPT
555
Legacy Private Trust
Wisconsin
-$352K -13,710 Closed
Susquehanna International Group
556
Susquehanna International Group
Pennsylvania
-$329K -12,544 Closed
RA
557
RFG Advisory
Alabama
-$305K -11,792 Closed
Zurich Cantonal Bank
558
Zurich Cantonal Bank
Switzerland
-$294K -11,450 Closed
CIM
559
Cetera Investment Management
California
-$286K -11,140 Closed
KPF
560
K2 Principal Fund
Ontario, Canada
-$257K -10,000 Closed
SBSB
561
Sullivan, Bruyette, Speros & Blaney
Virginia
-$252K -9,836 Closed
SS
562
Sunbelt Securities
Texas
-$238K -9,286 Closed
BPC
563
Banque Pictet & Cie
Switzerland
-$236K -9,200 Closed
SFS
564
Sowell Financial Services
Arkansas
-$242K -9,126 Closed
BFM
565
Boothbay Fund Management
New York
-$227K -8,840 Closed
Verition Fund Management
566
Verition Fund Management
Connecticut
-$224K -8,728 Closed
MCM
567
MAI Capital Management
Ohio
-$218K -8,514 Closed
CIM
568
Contravisory Investment Management
Massachusetts
-$147K -5,724 Closed
BKA
569
Brick & Kyle Associates
Pennsylvania
-$115K -4,500 Closed
SIA
570
Spruce Investment Advisors
Connecticut
-$88K -3,434 Closed
CYG
571
Clean Yield Group
Vermont
-$62K -2,400 Closed
CGT
572
Capital Guardian Trust
California
-$42K -1,626 Closed
AIM
573
Arcadia Investment Management
Michigan
-$41K -1,600 Closed
FMA
574
FNY Managed Accounts
New York
-$40K -1,570 Closed
SQA
575
Simon Quick Advisors
New Jersey
-$13K -518 Closed

XLU Hedge Fund Activity: Q2 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2017, worth a combined $6.12B — down 7.8% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XLU positions and 50 closed out — a net gain of 19 holders — while 195 added to existing stakes and 166 trimmed.

The largest buyer was Barclays, adding an estimated $338M. The largest seller was Morgan Stanley, cutting an estimated $585M.

  • 530 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2017, up from 516 in Q1 2017.
  • Funds reported $6.12B of State Street Utilities Select Sector SPDR ETF stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 69 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2017 and 50 closed out, a net change of +19 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2017 was Barclays, an estimated $338M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2017 was Morgan Stanley, an estimated $585M sold.

Based on aggregated 13F filings for Q2 2017.