XLU icon

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 %
XS
601
XR Securities
Illinois
– -$228K -4,513 Closed
CPP
602
Crow Point Partners
Massachusetts
– -$227K -4,500 Closed
SA
603
SL Advisors
New Jersey
– -$227K -4,486 Closed
CCM
604
Catawba Capital Management
Virginia
– -$218K -4,314 Closed
BCM
605
BTC Capital Management
Iowa
– -$215K -4,260 Closed
BOTW
606
Bank of the West
California
– -$212K -4,204 Closed
MCM
607
MAI Capital Management
Ohio
– -$210K -4,151 Closed
CCT
608
Country Club Trust
Missouri
– -$210K -4,145 Closed
HH
609
Hilltop Holdings
Texas
– -$201K -3,961 Closed
CIM
610
Contravisory Investment Management
Massachusetts
– -$148K -2,930 Closed
APP
611
Avantax Planning Partners
Iowa
– -$127K -2,509 Closed
CFC
612
Coyle Financial Counsel
Illinois
– -$102K -1,258 Closed
PWAG
613
Polaris Wealth Advisory Group
California
– -$45K -888 Closed
WCM
614
Whitener Capital Management
North Carolina
– -$37K -747 Closed
VCM
615
Virtue Capital Management
Tennessee
– -$25K -487 Closed
Financial Engines Advisors
616
Financial Engines Advisors
California
– -$16K -313 Closed
CCA
617
Clearwater Capital Advisors
Illinois
– -$8K -153 Closed
AWA
618
Acorn Wealth Advisors
Michigan
– -$8K -150 Closed
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
– -$6K -119 Closed
FCFS
620
First Command Financial Services
Texas
– -$1K -50 Closed
MCWS
621
McKinley Carter Wealth Services
West Virginia
– -$3K -50 Closed
FCAS
622
First Command Advisory Services
Texas
– -$1K -50 Closed
ACM
623
Aviance Capital Management
Florida
– -$2K -39 Closed
JWA
624
JFS Wealth Advisors
Pennsylvania
– -$2K -32 Closed
21 22 23 24
25