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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 %
MSAM
576
Moloney Securities Asset Management
Missouri
$297K -$161K -2,490 -35%
JGUA
577
John G. Ullman & Associates
New York
$297K -$6.46K -100 -2%
HB
578
Horizon Bancorp
Indiana
$297K +$297K +4,603 New
BRWM
579
B. Riley Wealth Management
Tennessee
$294K -$587K -9,073 -67%
WHG
580
Westwood Holdings Group
Texas
$294K +$294K +4,544 New
SWRP
581
Summit Wealth & Retirement Planning
California
$293K -$79K -1,225 -21%
TH
582
Timber Hill
Connecticut
$291K -$194K -3,000 -40%
EA
583
Elm Advisors
California
$291K – – –
FNFDCM
584
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$291K – – –
HW
585
Hancock Whitney
Mississippi
$283K – – –
WIC
586
Whitegate Investment Counselors
New Hampshire
$283K +$4.85K +75 +2%
KTA
587
Keeley-Teton Advisors
Illinois
$281K +$2.2K +34 +0.8%
OIA
588
Optimum Investment Advisors
Illinois
$279K +$452 +7 +0.2%
CCM
589
Compton Capital Management
Rhode Island
$278K – – –
EWM
590
EPG Wealth Management
Georgia
$278K +$278K +4,309 New
IF
591
IRON Financial
Illinois
$273K +$6.46K +100 +2%
MC
592
Mathes Company
New York
$271K – – –
CT
593
Coastline Trust
Rhode Island
$270K – – –
SW
594
SkyOak Wealth
Michigan
$270K +$270K +4,176 New
PSF
595
Pacific Sun Financial
California
$269K -$12.9K -200 -5%
AWM
596
Altavista Wealth Management
North Carolina
$269K +$48K +742 +22%
TW
597
Transform Wealth
Colorado
$267K +$22.8K +353 +9%
KIG
598
Kessler Investment Group
Indiana
$266K -$7.51K -116 -3%
SDWMA
599
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K – – –
SJIM
600
St. Johns Investment Management
Florida
$262K +$2K +31 +0.8%
22 23
24
25 26