XLU icon

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 %
JFGIW
626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K +$213K +3,391 +452%
UWM
627
USAdvisors Wealth Management
Minnesota
$259K -$6.57K -105 -2%
WANY
628
Wealthspire Advisors (New York)
New York
$259K +$259K +4,134 New
SDWMA
629
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K +$63 +1 +0%
BJL
630
Brighton Jones LLC
Washington
$258K +$258K +4,122 New
BS
631
Boenning & Scattergood
Pennsylvania
$257K -$4.58K -73 -2%
H
632
HoyleCohen
California
$256K -$54.3K -867 -17%
GLLW
633
Graves Light Lenhart Wealth
Virginia
$256K +$689 +11 +0.3%
AW
634
ACG Wealth
Georgia
$254K -$5.65K -90 -2%
CT
635
Coastline Trust
Rhode Island
$254K -$1.25K -20 -0.5%
CTA
636
Chesley Taft & Associates
Illinois
$251K – – –
SBIA
637
Sheaff Brock Investment Advisors
Indiana
$249K – – –
UF
638
Univest Financial
Pennsylvania
$249K +$249K +3,968 New
ATPW
639
Ashton Thomas Private Wealth
Arizona
$248K -$181K -2,880 -42%
CA
640
Calton & Associates
Florida
$248K -$45.4K -723 -15%
NSIM
641
North Star Investment Management
Illinois
$246K +$27.7K +443 +13%
BA
642
Bridge Advisory
California
$245K +$245K +3,912 New
WEC
643
Winslow Evans & Crocker
Massachusetts
$241K -$79.3K -5,054 -25%
AAMA
644
Advanced Asset Management Advisors
Ohio
$240K +$28.6K +456 +14%
Lido Advisors
645
Lido Advisors
California
$233K +$233K +3,722 New
MSFS
646
Main Street Financial Solutions
Pennsylvania
$233K +$233K +3,724 New
QCIG
647
Quad-Cities Investment Group
Iowa
$232K +$376 +6 +0.2%
CGA
648
Crescent Grove Advisors
Illinois
$231K – – –
Franklin Resources
649
Franklin Resources
California
$230K +$39.2K +625 +21%
BP
650
Ballentine Partners
Massachusetts
$228K – – –
24 25
26
27 28