XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

610 hedge funds and large institutions have $8.66B invested in Utilities Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 202 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+48
Holders Change %
+8.54%
% of All Funds
13.97%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.69%
New
89
Increased
202
Reduced
182
Closed
37
Calls
$802M
Puts
$964M
Net Calls
-$162M
Net Calls Change
+$582M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$446M
3
Bank of America
Bank of America
North Carolina
$700M
4
UBS Group
UBS Group
Switzerland
$747M
5
CS
Credit Suisse
Switzerland
$76.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$842M
2
QIM
Quantitative Investment Management
Virginia
$94.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$44.5M
4
MTB
Mizuho Trust & Banking
Japan
$17.9M
5
SG Americas Securities
SG Americas Securities
New York
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
601
RPG Investment Advisory
California
$3K – – –
TAIM
602
TD Ameritrade Investment Management
Nebraska
$3K +$412 +7 +16%
WCM
603
Whitener Capital Management
North Carolina
$3K +$3K +61 New
NCM
604
Nelson Capital Management
California
$2K – – –
RMC
605
Resources Management Corp
Connecticut
$2K +$2K +55 New
RFM
606
Royal Fund Management
Florida
$1K -$206 -7 -17%
IAS
607
IMA Advisory Services
Colorado
$1K – – –
SMFS
608
Squar Milner Financial Services
California
$1K +$1K +21 New
IP
609
Investment Partners
Ohio
$887 – – –
CF
610
Centaurus Financial
California
$852 -$2.27M -42,572 -100%
FRA
611
Front Row Advisors
California
$38 – – –
USAA
612
United Services Automobile Association
Texas
– -$29.4M -565,862 Closed
LSA
613
L & S Advisors
California
– -$9.18M -176,699 Closed
Susquehanna International Group
614
Susquehanna International Group
Pennsylvania
– -$7.34M -141,287 Closed
WCG
615
Wall Capital Group
Arizona
– -$6.15M -118,352 Closed
Balyasny Asset Management
616
Balyasny Asset Management
Illinois
– -$5.01M -96,425 Closed
RWP
617
RWA Wealth Partners
Massachusetts
– -$4.18M -80,444 Closed
MCM
618
Mobius Capital Management
California
– -$2.76M -53,143 Closed
WB
619
Wilks Brothers
Texas
– -$2.75M -53,000 Closed
Squarepoint
620
Squarepoint
New York
– -$2.41M -46,334 Closed
VC
621
Vicus Capital
Pennsylvania
– -$1.16M -22,379 Closed
Cerity Partners
622
Cerity Partners
New York
– -$531K -10,219 Closed
Calamos Advisors
623
Calamos Advisors
Illinois
– -$494K -9,500 Closed
IF
624
IRON Financial
Illinois
– -$463K -8,908 Closed
FNBT
625
FineMark National Bank & Trust
Florida
– -$446K -8,576 Closed
22 23 24
25
26