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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$281M
2
Bank of America
Bank of America
North Carolina
+$255M
3
Citigroup
Citigroup
New York
+$218M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$172M
5
PP
Prudential plc
United Kingdom
+$143M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$263M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$83.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$70.5M
4
Charles Schwab
Charles Schwab
California
-$59.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
601
Mathes Company
New York
$269K – – –
EA
602
Ellsworth Advisors
Ohio
$269K – – –
NFP
603
Narus Financial Partners
Utah
$268K +$268K +4,183 New
NFSG
604
Newbridge Financial Services Group
Florida
$267K -$17.3K -270 -6%
UWM
605
USAdvisors Wealth Management
Minnesota
$267K +$1.99K +31 +0.7%
BJL
606
Brighton Jones LLC
Washington
$265K +$1.41K +22 +0.5%
SB
607
Strategic Blueprint
Georgia
$265K +$43.2K +673 +19%
APP
608
Avantax Planning Partners
Iowa
$265K +$50.9K +795 +24%
SDWMA
609
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K +$576 +9 +0.2%
IC
610
Inscription Capital
Texas
$264K +$45.7K +713 +21%
ACI
611
Alpha Cubed Investments
California
$263K -$7.71M -120,476 -97%
CMO
612
Covenant Multifamily Offices
Texas
$263K -$110K -1,722 -30%
H
613
HoyleCohen
California
$262K – – –
GLLW
614
Graves Light Lenhart Wealth
Virginia
$262K +$576 +9 +0.2%
KFGK
615
Keystone Financial Group (Kentucky)
Kentucky
$262K +$32.7K +512 +14%
LJAC
616
L.J. Altfest & Co
New York
$259K -$22.2K -347 -8%
CTA
617
Chesley Taft & Associates
Illinois
$259K – – –
DBRC
618
D.B. Root & Company
Pennsylvania
$253K -$44.5K -697 -15%
CA
619
Calton & Associates
Florida
$253K +$192 +3 +0.1%
GM
620
GeoWealth Management
Illinois
$252K -$53.5K -837 -18%
OIA
621
Optimum Investment Advisors
Illinois
$251K -$31.2K -488 -11%
BA
622
Bridge Advisory
California
$251K +$640 +10 +0.3%
BS
623
Boenning & Scattergood
Pennsylvania
$250K -$12.7K -198 -5%
TI
624
tru Independence
Oregon
$247K +$247K +3,864 New
ACM
625
Ategra Capital Management
Virginia
$247K -$3.65M -56,960 -94%
23 24
25
26 27