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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 %
GLLW
601
Graves Light Lenhart Wealth
Virginia
$261K +$645 +10 +0.2%
GG
602
Gofen & Glossberg
Illinois
$261K +$16.8K +260 +7%
ISL
603
Ingalls & Snyder LLC
New York
$260K – – –
ACI
604
Alpha Cubed Investments
California
$258K -$9.7K -150 -4%
CTA
605
Chesley Taft & Associates
Illinois
$258K – – –
JIR
606
James Investment Research
Ohio
$257K -$12.6K -195 -5%
MTC
607
McDaniel Terry & Co
Texas
$256K – – –
EP
608
Eudaimonia Partners
Tennessee
$256K +$256K +3,954 New
UFF
609
USA Financial Formulas
Michigan
$255K -$47.5K -734 -16%
PAS
610
Partnervest Advisory Services
California
$247K +$247K +3,821 New
BP
611
Ballentine Partners
Massachusetts
$246K – – –
EFSCE
612
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$37.9K +585 +18%
DP
613
Dearborn Partners
Illinois
$245K +$17.6K +272 +8%
SAS
614
Stelac Advisory Services
New York
$244K +$103K +1,600 +74%
LJAC
615
L.J. Altfest & Co
New York
$243K -$12.7K -196 -5%
MFG
616
Merit Financial Group
Georgia
$243K +$243K +3,758 New
SSWM
617
Sheets Smith Wealth Management
North Carolina
$239K – – –
BSW
618
Buckingham Strategic Wealth
Missouri
$238K – – –
GI
619
GAMCO Investors
Connecticut
$237K -$58K -900 -20%
CAM
620
Cresset Asset Management
Illinois
$237K -$16.1K -250 -6%
QCIG
621
Quad-Cities Investment Group
Iowa
$237K +$129 +2 +0.1%
Comerica Bank
622
Comerica Bank
Texas
$232K -$300K -4,341 -56%
ECM
623
Evergreen Capital Management
Washington
$232K – – –
PB
624
Pinnacle Bancorp
Nebraska
$232K – – –
SGK
625
Steigerwald Gordon & Koch
Virginia
$230K – – –
23 24
25
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