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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

799 hedge funds and large institutions have $9.89B invested in Utilities Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-35
Holders Change %
-4.2%
% of All Funds
16.42%
Holding in Top 10
27
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-44.9%
% of All Funds
0.55%
New
105
Increased
255
Reduced
294
Closed
134
Calls
$2.2B
Puts
$1.97B
Net Calls
+$232M
Net Calls Change
+$65.7M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$1.86B
2
Citigroup
Citigroup
New York
+$508M
3
Barclays
Barclays
United Kingdom
+$397M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$253M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$515M
2
JSAM
J. Safra Asset Management
New York
-$227M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$94M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
676
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$9.91K +175 +19%
CFA
677
Carroll Financial Associates
North Carolina
$61K – – –
CIAS
678
CBIZ Investment Advisory Services
Ohio
$61K -$60K – –
MSFP
679
Mark Sheptoff Financial Planning
Connecticut
$59K – – –
LIA
680
LS Investment Advisors
Michigan
$56K – – –
FWM
681
Filbrandt Wealth Management
Wisconsin
$56K – – –
LWA
682
Lowe Wealth Advisors
Maryland
$56K +$56K +1,000 New
AIM
683
Anchor Investment Management
South Carolina
$51.7K – – –
CFN
684
Cordasco Financial Network
Florida
$49K – – –
EW
685
Evoke Wealth
California
$49K +$6.81K +121 +16%
TIM
686
Tortoise Investment Management
New York
$45K -$44.4K -785 -50%
LWS
687
Lucia Wealth Services
California
$45K – – –
APWA
688
Atlas Private Wealth Advisors
New Jersey
$45K +$45K +790 New
MF
689
Manchester Financial
California
$44K -$6.23K -111 -12%
NL
690
NVWM LLC
Pennsylvania
$43K -$2.75K -49 -6%
BAM
691
Bellevue Asset Management
Washington
$43K – – –
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K -$21.6K -385 -34%
IFAM
693
Institutional & Family Asset Management
Colorado
$42K -$13K -231 -24%
FRA
694
Front Row Advisors
California
$42K – – –
HDIM
695
Hanson & Doremus Investment Management
Vermont
$42K – – –
SQA
696
Simon Quick Advisors
New Jersey
$42K +$280 +5 +0.7%
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$41K – – –
TF
698
Tompkins Financial
New York
$41K – – –
S
699
SignatureFD
Georgia
$41K +$1.65K +29 +4%
SCA
700
Stonebridge Capital Advisors
Minnesota
$41K +$6.92K +122 +20%
26 27
28
29 30