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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$281M
2
Bank of America
Bank of America
North Carolina
+$255M
3
Citigroup
Citigroup
New York
+$218M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$172M
5
PP
Prudential plc
United Kingdom
+$143M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$263M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$83.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$70.5M
4
Charles Schwab
Charles Schwab
California
-$59.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
701
Charter Oak Capital Management
New Hampshire
$106K – – –
ACA
702
Atlas Capital Advisors
Wyoming
$104K -$19.1K -298 -16%
MPCG
703
Matrix Private Capital Group
New York
$102K -$37K -575 -27%
WT
704
Whittier Trust
California
$101K +$35.1K +550 +53%
PFBT
705
Parkside Financial Bank & Trust
Missouri
$99K – – –
TAM
706
Townsend Asset Management
North Carolina
$98K +$257 +4 +0.3%
GWSG
707
GPS Wealth Strategies Group
Colorado
$98K +$98K +1,536 New
SWA
708
Sutton Wealth Advisors
Florida
$97K – – –
MA
709
MCF Advisors
Kentucky
$96K – – –
CIM
710
Contravisory Investment Management
Massachusetts
$93K +$128 +2 +0.1%
CAL
711
Capital Analysts LLC
Pennsylvania
$93K +$640 +10 +0.7%
BEI
712
Benjamin Edwards Inc
Missouri
$93K +$6.14K +96 +7%
PB
713
Pinnacle Bancorp
Nebraska
$91K -$26.2K -410 -22%
POIA
714
Pin Oak Investment Advisors
Texas
$91K – – –
GI
715
Gradient Investments
Minnesota
$90K +$192 +3 +0.2%
LDFR
716
Lehman & Derafelo Financial Resources
Pennsylvania
$89K -$25.6K -400 -22%
TCM
717
TD Capital Management
Tennessee
$89K +$45.4K +710 +104%
TIM
718
Tortoise Investment Management
New York
$88K – – –
S
719
SignatureFD
Georgia
$87K +$3.26K +51 +4%
SC
720
SouthState Corp
Florida
$83K – – –
DI
721
Disciplined Investments
Oklahoma
$83K +$256 +4 +0.3%
RFA
722
Reilly Financial Advisors
California
$82K +$75.6K +1,177 +1,177%
EP
723
Eudaimonia Partners
Tennessee
$80K -$10.9K -169 -12%
TSW
724
Thompson Siegel & Walmsley
Virginia
$80K – – –
CHA
725
Carmichael Hill & Associates
Maryland
$80K +$193 +3 +0.2%
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29
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