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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

799 hedge funds and large institutions have $9.89B invested in Utilities Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-35
Holders Change %
-4.2%
% of All Funds
16.42%
Holding in Top 10
27
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-44.9%
% of All Funds
0.55%
New
105
Increased
255
Reduced
294
Closed
134
Calls
$2.2B
Puts
$1.97B
Net Calls
+$232M
Net Calls Change
+$65.7M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$1.86B
2
Citigroup
Citigroup
New York
+$508M
3
Barclays
Barclays
United Kingdom
+$397M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$253M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$515M
2
JSAM
J. Safra Asset Management
New York
-$227M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$94M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
601
Cresset Asset Management
Illinois
$236K +$236K +4,188 New
PSF
602
Pacific Sun Financial
California
$235K – – –
CT
603
Coastline Trust
Rhode Island
$233K -$1.69K -30 -0.7%
SDWMA
604
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K – – –
GLLW
605
Graves Light Lenhart Wealth
Virginia
$229K +$563 +10 +0.2%
CTA
606
Chesley Taft & Associates
Illinois
$226K – – –
PCA
607
Personal Capital Advisors
California
$225K +$102K +1,800 +82%
Northwestern Mutual Wealth Management
608
Northwestern Mutual Wealth Management
Wisconsin
$224K -$964K -17,046 -81%
CC
609
Chanos & Company
New York
$219K – – –
NB
610
Northwest Bancshares
Pennsylvania
$219K +$219K +3,875 New
VCM
611
Vivaldi Capital Management
Illinois
$218K +$218K +3,580 New
JIR
612
James Investment Research
Ohio
$215K -$55.9K -992 -21%
BP
613
Ballentine Partners
Massachusetts
$215K – – –
JGUA
614
John G. Ullman & Associates
New York
$214K – – –
MCM
615
MAI Capital Management
Ohio
$213K +$213K +3,769 New
SSWM
616
Sheets Smith Wealth Management
North Carolina
$209K – – –
ISL
617
Ingalls & Snyder LLC
New York
$208K -$17.8K -316 -8%
CGA
618
Crescent Grove Advisors
Illinois
$208K – – –
QCIG
619
Quad-Cities Investment Group
Iowa
$208K +$208K +3,687 New
SJIM
620
St. Johns Investment Management
Florida
$206K -$14.4K -255 -7%
ECM
621
Evergreen Capital Management
Washington
$202K +$202K +3,583 New
EWA
622
EP Wealth Advisors
California
$201K -$85.7K -1,515 -30%
SGK
623
Steigerwald Gordon & Koch
Virginia
$201K +$201K +3,562 New
RTS
624
Round Table Services
New Jersey
$200K +$200K +3,538 New
HB
625
Horizon Bancorp
Indiana
$195K -$18.9K -335 -9%
23 24
25
26 27