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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 %
IFG
551
Investors Financial Group
Minnesota
$345K +$345K +5,343 New
FIG
552
FundX Investment Group
California
$344K -$2.22M -34,353 -87%
OLA
553
Oliver Luxxe Assets
New Jersey
$344K +$29.3K +454 +9%
SP
554
Successful Portfolios
Florida
$338K – – –
MOS
555
MGO One Seven
Ohio
$338K +$12K +186 +4%
SSG
556
Summit Securities Group
New York
$336K -$297K -4,600 -47%
KTM
557
Keeler Thomas Management
Utah
$334K -$52.5K -812 -14%
CWM
558
Cedar Wealth Management
California
$331K – – –
CWS
559
Cypress Wealth Services
California
$331K +$323 +5 +0.1%
TCM
560
Tradewinds Capital Management
Washington
$331K +$331K +5,125 New
MWP
561
MYCIO Wealth Partners
Pennsylvania
$327K +$198K +3,069 +154%
HIA
562
Harbor Investment Advisory
Maryland
$326K +$326K +5,042 New
AIC
563
Ayalon Insurance Company
Israel
$322K -$1.69M -26,236 -84%
WAM
564
Wolverine Asset Management
Illinois
$321K -$767K -11,897 -70%
AAM
565
American Asset Management
Florida
$320K – – –
PT
566
Plimoth Trust
Massachusetts
$314K – – –
TI
567
tru Independence
Oregon
$314K +$314K +5,670 New
SRSA
568
S.R. Schill & Associates
Washington
$309K -$10.3K -160 -3%
SF
569
Synovus Financial
Georgia
$308K +$778 +12 +0.3%
KFGK
570
Keystone Financial Group (Kentucky)
Kentucky
$307K -$1.29K -20 -0.4%
PG
571
Patten Group
Tennessee
$306K -$43K -665 -12%
OSNBOA
572
Old Second National Bank of Aurora
Illinois
$305K – – –
PA
573
Pinnacle Associates
New York
$303K – – –
DWM
574
Darwin Wealth Management
Florida
$301K -$19.7K -304 -6%
KP
575
Keel Point
Alabama
$297K -$5.26M -81,272 -95%
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