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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 %
HFA
701
Hoover Financial Advisors
Pennsylvania
$40K +$40K +706 New
PVH
702
Psagot Value Holdings
Israel
$38K -$46.6M -817,300 -100%
PIMG
703
Patriot Investment Management Group
Tennessee
$37.4K +$37.4K +662 New
NCM
704
New Capital Management
Texas
$37K – – –
CFFP
705
Center for Financial Planning
Michigan
$37K – – –
FWM
706
Focused Wealth Management
New York
$36K +$12.9K +227 +56%
FDCDDQ
707
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34K +$3.95K +70 +13%
ST
708
Smithfield Trust
Pennsylvania
$34K – – –
BFO
709
Biltmore Family Office
North Carolina
$34K – – –
RG
710
Retirement Group
California
$33K +$33K +585 New
HFA
711
HC Financial Advisors
California
$31K – – –
AA
712
Ancora Advisors
Ohio
$31K – – –
RAM
713
Riggs Asset Management
Pennsylvania
$31K – – –
FNBOSM
714
First National Bank of South Miami
Florida
$30K – – –
DAM
715
Delta Asset Management
Tennessee
$30K +$228 +4 +0.8%
BC
716
Barnett & Company
Tennessee
$29K -$72.2K -1,270 -71%
PFSC
717
Peoples Financial Services Corp
Pennsylvania
$29K – – –
BCWM
718
Bartlett & Co Wealth Management
Ohio
$28.2K – – –
BWM
719
BerganKDV Wealth Management
Minnesota
$28K -$2.69K -48 -9%
FCA
720
FinTrust Capital Advisors
South Carolina
$28K – – –
RCG
721
Ruggie Capital Group
Florida
$28K – – –
BC
722
Bartlett & Co
Ohio
$28K – – –
PMFA
723
Plante Moran Financial Advisors
Michigan
$27K -$23K -410 -46%
GCM
724
Gables Capital Management
Florida
$27K – – –
DCM
725
Davis Capital Management
Florida
$27K – – –
27 28
29
30 31