State Street Utilities Select Sector SPDR ETF
XLU
754 hedge funds and large institutions have $9.19B invested in State Street Utilities Select Sector SPDR ETF 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.
89% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 57
11.54% more ownership
Funds ownership: 180.26% → 191.8% (+12%)
10% more capital invested
Capital invested by funds: $8.33B → $9.19B (+$862M)
5% more funds holding
Funds holding: 717 → 754 (+37)
8% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 245
7% less funds holding in top 10
Funds holding in top 10: 41 → 38 (-3)
35% less call options, than puts
Call options by funds: $876M | Put options by funds: $1.35B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$217M |
| 2 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$191M |
| 3 |
Citigroup
New York
|
+$162M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$153M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$312M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$188M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$133M |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$71.8M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$66.3M |
XLU Hedge Fund Activity: Q2 2019 in Review
754 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2019, worth a combined $9.19B — up 10% from $8.33B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new XLU positions and 57 closed out — a net gain of 51 holders — while 265 added to existing stakes and 245 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Goldman Sachs, cutting an estimated $312M.
- 754 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2019, up from 717 in Q1 2019.
- Funds reported $9.19B of State Street Utilities Select Sector SPDR ETF stock for Q2 2019, up 10% quarter-over-quarter.
- 108 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2019 and 57 closed out, a net change of +51 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2019 was Morgan Stanley, an estimated $217M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2019 was Goldman Sachs, an estimated $312M sold.
Based on aggregated 13F filings for Q2 2019.