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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

585 hedge funds and large institutions have $6.6B invested in Utilities Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 188 increasing their positions, 182 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+53
Holders Change %
+9.96%
% of All Funds
13.29%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
117
Increased
188
Reduced
182
Closed
59
Calls
$724M
Puts
$1.8B
Net Calls
-$1.08B
Net Calls Change
-$197M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$614M
2
Morgan Stanley
Morgan Stanley
New York
$498M
3
Goldman Sachs
Goldman Sachs
New York
$614M
4
PI
Putnam Investments
Massachusetts
$81.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$215M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$0
3
QIM
Quantitative Investment Management
Virginia
$0
4
Citigroup
Citigroup
New York
$513M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
576
Aviance Capital Management
Florida
$2K – – –
SWP
577
Strategic Wealth Partners
Ohio
$2K +$2K +32 New
FGC
578
Financial Gravity Companies
Texas
$2K +$2K +45 New
Toronto Dominion Bank
579
Toronto Dominion Bank
Ontario, Canada
$1K – – –
MIM
580
Macroview Investment Management
Maryland
$1K – – –
JWA
581
JFS Wealth Advisors
Pennsylvania
$1K +$1K +10 New
BHB
582
Bank Hapoalim BM
Israel
$521 -$20 -381 -4%
AWE
583
Avidian Wealth Enterprises
Texas
$419 -$47 -901 -10%
PCG
584
Private Capital Group
Connecticut
$105 +$105 +1,136 New
TD Asset Management
585
TD Asset Management
Ontario, Canada
– -$127M -2,400,000 Closed
QIM
586
Quantitative Investment Management
Virginia
– -$124M -2,339,400 Closed
SAM
587
Sentinel Asset Management
Vermont
– -$22.3M -420,400 Closed
Alkeon Capital Management
588
Alkeon Capital Management
New York
– -$15.9M -300,000 Closed
EC
589
Estate Counselors
Wisconsin
– -$5.27M -99,380 Closed
RCP
590
Rothschild Capital Partners
New York
– -$5.02M -94,596 Closed
HHC
591
Hutchin Hill Capital
New York
– -$4.87M -91,755 Closed
QA
592
Quantitative Advantage
Minnesota
– -$4.7M -88,598 Closed
Voloridge Investment Management
593
Voloridge Investment Management
Florida
– -$4.21M -79,375 Closed
RWP
594
RWA Wealth Partners
Massachusetts
– -$3.05M -57,486 Closed
WP
595
WealthSource Partners
California
– -$2.71M -51,107 Closed
MS
596
Maven Securities
Jersey
– -$2.65M -50,000 Closed
CG
597
Cutler Group
California
– -$2.42M -45,662 Closed
SIA
598
Starfire Investment Advisers
Michigan
– -$2.24M -42,163 Closed
PP
599
Prudential plc
United Kingdom
– -$2.21M -41,700 Closed
NPC
600
National Planning Corporation
California
– -$2.16M -40,739 Closed
22 23
24
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