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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 %
FWM
676
Focused Wealth Management
New York
$205K +$139K +2,226 +212%
HIA
677
Harbor Investment Advisory
Maryland
$203K +$15.5K +247 +8%
LWP
678
Legacy Wealth Partners
California
$203K +$203K +3,234 New
SSWM
679
Sheets Smith Wealth Management
North Carolina
$201K +$201K +3,200 New
BCM
680
Beaumont Capital Management
Massachusetts
$201K +$201K +3,204 New
GSC
681
Ground Swell Capital
South Carolina
$201K +$201K +3,213 New
BCV
682
Banque Cantonale Vaudoise
Switzerland
$190K -$60.3K -977 -24%
Northwestern Mutual Wealth Management
683
Northwestern Mutual Wealth Management
Wisconsin
$190K -$26K -413 -12%
AWM
684
Atticus Wealth Management
Florida
$190K +$29.1K +464 +18%
JIR
685
James Investment Research
Ohio
$186K -$12.8K -204 -6%
CCMW
686
Cypress Capital Management (Wyoming)
Wyoming
$185K – – –
ATC
687
Adirondack Trust Company
New York
$182K – – –
PP
688
Pacifica Partners
Canada
$181K – – –
DWA
689
Dougherty Wealth Advisers
Minnesota
$180K – – –
SFSIG
690
San Francisco Sentry Investment Group
California
$170K -$450K -7,165 -73%
UFF
691
USA Financial Formulas
Michigan
$169K +$169K +2,699 New
ZB
692
Zions Bancorporation
Utah
$167K -$2.38K -38 -1%
BA
693
Ballast Advisors
Minnesota
$166K -$11K -176 -6%
SJIM
694
St. Johns Investment Management
Florida
$165K -$19.1K -303 -10%
FFA
695
Founders Financial Alliance
North Carolina
$160K +$12.9K +205 +9%
BG
696
Bollard Group
Massachusetts
$146K -$30.8K -491 -17%
MRC
697
Millburn Ridgefield Corp
New York
$146K +$40.2K +641 +38%
AA
698
AlphaCentric Advisors
Puerto Rico
$145K +$145K +2,315 New
HI
699
Hudock Inc
Pennsylvania
$143K +$1.25K +20 +0.9%
LWA
700
Lowe Wealth Advisors
Maryland
$141K +$33.7K +538 +31%
26 27
28
29 30