XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
676
Riggs Asset Management
Pennsylvania
$33K – – –
BWM
677
BerganKDV Wealth Management
Minnesota
$33K – – –
AIM
678
Anchor Investment Management
South Carolina
$33K – – –
FNBOSM
679
First National Bank of South Miami
Florida
$32K – – –
FDCDDQ
680
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K – – –
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$31K – – –
IFAM
682
Institutional & Family Asset Management
Colorado
$31K +$18.3K +311 +145%
RCG
683
Ruggie Capital Group
Florida
$30K – – –
DAM
684
Delta Asset Management
Tennessee
$30K +$236 +4 +0.8%
TCOV
685
Trust Company of Vermont
Vermont
$30K +$5.86K +97 +24%
TF
686
TimeScale Financial
Massachusetts
$30K +$30K +500 New
GCM
687
Gables Capital Management
Florida
$29K – – –
KTC
688
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
HR
689
Howe & Rusling
New York
$26K – – –
FEG
690
Financial Enhancement Group
Indiana
$26K +$775 +13 +3%
TFGT
691
TS Financial Group (TSFG)
Illinois
$26K +$11K +181 +73%
FWM
692
Focused Wealth Management
New York
$24K -$17.8K -298 -43%
HFM
693
Hartford Financial Management
Connecticut
$24K – – –
BAM
694
Barrett Asset Management
New York
$24K – – –
TFS
695
TrustCore Financial Services
Tennessee
$22K – – –
CA
696
Crewe Advisors
Utah
$22K +$22K +377 New
HWA
697
Heritage Wealth Advisors
Virginia
$21.5K +$21.5K +361 New
GWMIA
698
Global Wealth Management Investment Advisory
Florida
$21K -$78.2K -1,319 -79%
FPFS
699
First Personal Financial Services
North Carolina
$21K – – –
AIL
700
AGF Investments LLC
Ontario, Canada
$21K +$19.7K +336 +1,461%
26 27
28
29 30