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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

879 hedge funds and large institutions have $9.55B invested in Utilities Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 254 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+74
Holders Change %
+9.19%
% of All Funds
15.6%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
177
Increased
254
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$402M
2
FMI
Factory Mutual Insurance
Massachusetts
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$187M
4
UBS Group
UBS Group
Switzerland
+$155M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$150M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$355M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$304M
3
RCM
Rokos Capital Management
United Kingdom
-$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$97.5M
5
Bank of America
Bank of America
North Carolina
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADIM
601
Alpha DNA Investment Management
Maryland
$296K +$296K +4,725 New
DBRC
602
D.B. Root & Company
Pennsylvania
$292K -$82.7K -1,320 -22%
DAS
603
Dynamic Advisor Solutions
Arizona
$290K -$3.32M -52,846 -92%
Fayez Sarofim & Co
604
Fayez Sarofim & Co
Texas
$290K – – –
WI
605
Wintrust Investments
Illinois
$286K – – –
BPA
606
Beacon Pointe Advisors
California
$284K +$15.1K +241 +6%
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$282K – – –
RBCM
608
Raub Brock Capital Management
California
$282K – – –
KTA
609
Keeley-Teton Advisors
Illinois
$282K +$2.38K +38 +0.9%
NFSG
610
Newbridge Financial Services Group
Florida
$279K +$30.5K +486 +12%
MCC
611
Money Concepts Capital
Florida
$278K +$278K +4,441 New
OIA
612
Optimum Investment Advisors
Illinois
$277K -$30.3K -483 -10%
BAM
613
Belpointe Asset Management
Nevada
$276K -$351K -5,598 -56%
LJAC
614
L.J. Altfest & Co
New York
$275K -$49.3K -787 -15%
NIA
615
Northstar Investment Advisors
Colorado
$275K – – –
HW
616
Hancock Whitney
Mississippi
$274K – – –
OSNBOA
617
Old Second National Bank of Aurora
Illinois
$273K -$45.9K -732 -14%
NRI
618
NFP Retirement Inc
California
$267K – – –
APW
619
Aurora Private Wealth
New Jersey
$266K +$126 +2 +0%
IF
620
IRON Financial
Illinois
$266K +$313 +5 +0.1%
SWM
621
Segment Wealth Management
Texas
$264K -$18.2K -290 -6%
MA
622
MUFG Americas
New York
$263K -$21.9K -350 -8%
EA
623
Ellsworth Advisors
Ohio
$263K – – –
MC
624
Mathes Company
New York
$263K – – –
ZIG
625
Zuckerman Investment Group
Illinois
$262K +$36.5K +583 +16%
23 24
25
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