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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 %
WA
651
Winfield Associates
Ohio
$207K – – –
EWM
652
Evercore Wealth Management
New York
$203K -$7.77K -120 -4%
UCMOK
653
United Capital Management of KS
Kansas
$202K -$72K -1,117 -26%
ATC
654
Adirondack Trust Company
New York
$202K – – –
BS
655
Boenning & Scattergood
Pennsylvania
$202K +$202K +3,126 New
GIA
656
Granite Investment Advisors
New Hampshire
$201K – – –
DLHL
657
Donald L. Hagan LLC
Florida
$201K +$201K +2,983 New
LSA
658
L & S Advisors
California
$201K +$201K +3,104 New
LNB
659
Ledyard National Bank
$201K +$201K +3,108 New
CCMW
660
Cypress Capital Management (Wyoming)
Wyoming
$200K – – –
BW
661
Bison Wealth
Georgia
$188K +$188K +2,913 New
DWA
662
Dougherty Wealth Advisers
Minnesota
$186K – – –
FIB
663
First Interstate Bank
Montana
$182K -$95K -1,472 -34%
BG
664
Bollard Group
Massachusetts
$181K +$1.43K +22 +0.8%
JAWM
665
J. Arnold Wealth Management
Ohio
$181K +$181K +2,803 New
CIAS
666
Capital Investment Advisory Services
North Carolina
$168K -$32.4K -500 -16%
ACA
667
Atlas Capital Advisors
Wyoming
$166K -$14.6K -226 -8%
TPWA
668
TRUE Private Wealth Advisors
Oregon
$165K -$37.4K -581 -18%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K +$94.1K +1,458 +137%
VFA
670
Valeo Financial Advisors
Indiana
$158K +$65 +1 +0%
AP
671
Americana Partners
Texas
$156K +$156K +2,423 New
JG
672
Jefferies Group
New York
$153K -$1.12M -17,302 -88%
CAM
673
CenterStar Asset Management
Illinois
$150K -$362K – –
AF
674
Affiance Financial
Minnesota
$144K +$144K +2,222 New
CIM
675
Contravisory Investment Management
Massachusetts
$143K +$12.7K +196 +10%
25 26
27
28 29