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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 %
BFO
626
Biltmore Family Office
North Carolina
$230K +$230K +3,556 New
B
627
Bailard
California
$229K – – –
CS
628
Capital Square
Tennessee
$229K +$229K +3,556 New
WAP
629
Wealthcare Advisory Partners
Pennsylvania
$228K +$194K +2,999 +575%
MCM
630
MAI Capital Management
Ohio
$225K – – –
ACM
631
Anfield Capital Management
California
$224K +$224K +3,257 New
MCM
632
Maple Capital Management
Vermont
$223K +$223K +3,455 New
BA
633
Ballast Advisors
Minnesota
$223K +$223K +3,456 New
OIA
634
OneDigital Investment Advisors
Kansas
$222K -$31.9K -494 -13%
RIA
635
Realta Investment Advisors
Delaware
$221K +$33.4K +523 +18%
ECG
636
Edge Capital Group
Georgia
$220K – – –
PPP
637
Private Portfolio Partners
New Jersey
$220K +$452 +7 +0.2%
LWM
638
Laidlaw Wealth Management
New York
$220K +$220K +3,406 New
APP
639
Avantax Planning Partners
Iowa
$219K -$74.5K -1,154 -25%
WAM
640
Wealthspire Advisors (Maryland)
Maryland
$219K +$3.1K +48 +1%
EWA
641
Exencial Wealth Advisors
Oklahoma
$218K – – –
IWA
642
Intercontinental Wealth Advisors
Texas
$216K -$25.2K -365 -10%
SBH
643
Segall Bryant & Hamill
Illinois
$215K – – –
NAM
644
NTV Asset Management
West Virginia
$215K – – –
GCA
645
Greenwood Capital Associates
South Carolina
$214K -$204K -3,156 -49%
BPWA
646
Beacon Pointe Wealth Advisors
California
$214K -$76K -1,180 -26%
CWA
647
Clarus Wealth Advisors
Arizona
$214K -$61.3K -955 -22%
IGGA
648
Iron Gate Global Advisors
Utah
$214K – – –
APW
649
Acima Private Wealth
Virginia
$211K +$37K +571 +21%
BFA
650
Beacon Financial Advisory
Ohio
$208K +$208K +3,225 New
24 25
26
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