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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.71B
2
UBS Group
2
UBS Group
Switzerland
$657M
3
Deutsche Bank
3
Deutsche Bank
Germany
$381M
4
QIM
4
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
1
Citigroup
New York
$479M
2
Morgan Stanley
2
Morgan Stanley
New York
$475M
3
CS
3
Credit Suisse
Switzerland
$6.47M
4
ECM
4
Element Capital Management
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
551
Accurate Investment Solutions
Pennsylvania
$4K +$51 +1 +1%
RIA
552
RPG Investment Advisory
California
$3K – – –
PCM
553
Princeton Capital Management
New Jersey
$3K – – –
NCM
554
Nelson Capital Management
California
$2K -$4.61M -92,296 -100%
SWP
555
Strategic Wealth Partners
Ohio
$2K -$1.68K -32 -46%
RFM
556
Royal Fund Management
Florida
$2K -$98 -2 -5%
TAIM
557
TD Ameritrade Investment Management
Nebraska
$2K – – –
SIM
558
Sonora Investment Management
Arizona
$2K +$2K +37 New
IAS
559
IMA Advisory Services
Colorado
$1K +$1K +16 New
FRA
560
Front Row Advisors
California
$36 – +2 +0.3%
AIL
561
AGF Investments LLC
Ontario, Canada
$11 +$9 +175 +500%
ECM
562
Element Capital Management
New York
– -$78.8M -1,559,549 Closed
Voloridge Investment Management
563
Voloridge Investment Management
Florida
– -$46.7M -924,189 Closed
PI
564
Putnam Investments
Massachusetts
– -$43.3M -856,361 Closed
Bank of Nova Scotia
565
Bank of Nova Scotia
Ontario, Canada
– -$30.3M -600,000 Closed
PP
566
Paloma Partners
Connecticut
– -$24.9M -492,221 Closed
RA
567
Rovida Advisors
Florida
– -$12.6M -250,000 Closed
Thrivent Financial for Lutherans
568
Thrivent Financial for Lutherans
Minnesota
– -$12M -237,135 Closed
QIM
569
Quest Investment Management
Oregon
– -$10.2M -201,140 Closed
TH
570
Timber Hill
Connecticut
– -$6.6M -130,558 Closed
Nomura Holdings
571
Nomura Holdings
Japan
– -$4.76K -94,344 Closed
LFM
572
Lumina Fund Management
New York
– -$3.97M -78,500 Closed
LI
573
Longer Investments
Arkansas
– -$3.91M -77,375 Closed
Mirae Asset Global Investments
574
Mirae Asset Global Investments
South Korea
– -$3.87M -76,517 Closed
PWPCM
575
Perella Weinberg Partners Capital Management
New York
– -$3.43M -67,835 Closed
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