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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 %
SBSB
676
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K – – –
M
677
MOTCO
Texas
$133K – – –
CHA
678
Carmichael Hill & Associates
Maryland
$133K +$133K +2,065 New
LWM
679
Liberty Wealth Management
California
$131K -$35K -542 -21%
PCG
680
Private Capital Group
Connecticut
$129K – – –
CAC
681
Cowen and Company
New York
$125K +$125K +1,941 New
AIM
682
Acropolis Investment Management
Missouri
$121K – – –
ZB
683
Zions Bancorporation
Utah
$118K +$2.01K +31 +2%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$118K +$100K +1,553 +557%
LDFR
685
Lehman & Derafelo Financial Resources
Pennsylvania
$116K – – –
OAM
686
Oppenheimer Asset Management
New York
$114K -$258K -4,003 -69%
CB
687
Community Bank
New York
$112K – – –
DSC
688
Duncker Streett & Co
Missouri
$111K +$111K +1,715 New
AAMA
689
Advanced Asset Management Advisors
Ohio
$109K +$109K +1,690 New
LWM
690
Lenox Wealth Management
Ohio
$104K -$10.9K -169 -10%
HI
691
Hudock Inc
Pennsylvania
$104K +$48.2K +761 +86%
AAP
692
Arax Advisory Partners
Colorado
$102K +$773 +12 +0.8%
TIM
693
Tortoise Investment Management
New York
$102K +$16.1K +250 +19%
CFA
694
Carroll Financial Associates
North Carolina
$101K -$105K -1,637 -51%
TAM
695
Townsend Asset Management
North Carolina
$100K +$100K +1,540 New
SWA
696
Sutton Wealth Advisors
Florida
$97.9K – – –
MA
697
MCF Advisors
Kentucky
$97K – – –
POIA
698
Pin Oak Investment Advisors
Texas
$92K -$25.9K -400 -22%
AIM
699
Anchor Investment Management
South Carolina
$91.2K +$55.5K +859 +155%
CAL
700
Capital Analysts LLC
Pennsylvania
$91K -$4.35K -67 -5%
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