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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
576
Sheets Smith Wealth Management
North Carolina
$221K – – –
CIAS
577
Capital Investment Advisory Services
North Carolina
$219K -$12.8K -212 -6%
WCG
578
Weaver Consulting Group
California
$219K +$24.6K +412 +13%
FFS
579
Founders Financial Securities
Maryland
$219K +$219K +3,667 New
WI
580
WrapManager Inc
California
$218K -$179K -2,991 -45%
QCIG
581
Quad-Cities Investment Group
Iowa
$218K -$11.8K -198 -5%
BPWA
582
Beacon Pointe Wealth Advisors
California
$218K +$218K +3,647 New
PPP
583
Private Portfolio Partners
New Jersey
$217K +$217K +3,638 New
PB
584
Pinnacle Bancorp
Nebraska
$214K -$22.4K -375 -9%
SBH
585
Segall Bryant & Hamill
Illinois
$214K -$21.2K -356 -9%
ECM
586
Evergreen Capital Management
Washington
$214K +$214K +3,583 New
SGK
587
Steigerwald Gordon & Koch
Virginia
$212K -$17.9K -300 -8%
B
588
Bailard
California
$212K -$1.91K -32 -0.9%
PMFA
589
Plante Moran Financial Advisors
Michigan
$212K – – –
RIM
590
Rampart Investment Management
Connecticut
$209K -$7.32K -123 -3%
BA
591
Bristlecone Advisors
Washington
$209K +$209K +3,500 New
UCMOK
592
United Capital Management of KS
Kansas
$206K -$1.55K -26 -0.7%
HW
593
Hancock Whitney
Mississippi
$206K +$206K +3,450 New
AIC
594
Ameritas Investment Company
Nebraska
$203K -$167K -2,799 -45%
ECG
595
Edge Capital Group
Georgia
$203K +$203K +3,400 New
AL
596
Aspiriant LLC
California
$203K +$203K +3,400 New
SG
597
Somerset Group
Minnesota
$201K +$201K +3,364 New
TPWA
598
TRUE Private Wealth Advisors
Oregon
$195K +$195K +3,276 New
RIA
599
Realta Investment Advisors
Delaware
$188K +$99.6K +1,676 +113%
CFA
600
Carroll Financial Associates
North Carolina
$186K -$7.95K -134 -4%
22 23
24
25 26