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State Street Utilities Select Sector SPDR ETF

345 hedge funds and large institutions have $3.96B invested in State Street Utilities Select Sector SPDR ETF in 2013 Q2 according to their latest regulatory filings, with 345 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

148.46% more ownership

Funds ownership: 0%148.46% (+148%)

15% less call options, than puts

Call options by funds: $411M | Put options by funds: $484M

Holders
345
Holders Change
+345
Holders Change %
% of All Funds
11.26%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
345
Increased
Reduced
Closed
Calls
$411M
Puts
$484M
Net Calls
-$73.2M
Net Calls Change
-$73.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Strategic Wealth Management
Washington
$6.25M +$6.52M +332,444 New
Edgewood Management
52
Edgewood Management
Connecticut
$6.05M +$6.3M +321,510 New
B
53
Baird
Wisconsin
$5.99M +$6.24M +318,588 New
AIM
54
Assured Investment Management
New York
$5.83M +$6.08M +310,134 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.5M +$5.73M +292,504 New
MFBTD
56
MB Financial Bank - Trust Department
Illinois
$5.42M +$5.65M +288,334 New
UCFA
57
United Capital Financial Advisors
Texas
$5.37M +$5.59M +285,218 New
FAAM
58
First Allied Asset Management
California
$5.23M +$5.39M +274,894 New
RJA
59
Raymond James & Associates
Florida
$5.18M +$5.4M +275,588 New
FAAS
60
First Allied Advisory Services
California
$5.14M +$5.3M +270,614 New
GT
61
Glenmede Trust
Pennsylvania
$5.03M +$5.24M +267,396 New
NCM
62
Nelson Capital Management
California
$4.98M +$5.19M +264,632 New
DA
63
DSC Advisors
Illinois
$4.93M +$5.13M +262,000 New
UF
64
Univest Financial
Pennsylvania
$4.76M +$4.96M +252,962 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$4.67M +$4.87M +248,400 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$4.67M +$4.86M +248,036 New
BB
67
Busey Bank
Illinois
$4.58M +$4.78M +243,684 New
NB
68
NBT Bank
New York
$4.53M +$4.71M +240,506 New
MIM
69
Macroview Investment Management
Maryland
$4.32M +$4.5M +229,706 New
AIG
70
American International Group
New York
$4.02M +$4.18M +213,494 New
CFB
71
Cullen/Frost Bankers
Texas
$4M +$4.16M +212,456 New
MPM
72
Meritage Portfolio Management
Kansas
$3.99M +$4.16M +212,200 New
UAS
73
United Asset Strategies
New York
$3.9M +$4.06M +207,068 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.87M +$4.03M +205,772 New
QIM
75
Quest Investment Management
Oregon
$3.77M +$3.93M +200,280 New

XLU Hedge Fund Activity: Q2 2013 in Review

345 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2013, worth a combined $3.96B.

Buyers outnumbered sellers: 345 funds opened new XLU positions and 0 closed out — a net gain of 345 holders — while 0 added to existing stakes and 0 trimmed.

  • 345 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.96B of State Street Utilities Select Sector SPDR ETF stock for Q2 2013.
  • 345 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2013 and 0 closed out, a net change of +345 holders.

Based on aggregated 13F filings for Q2 2013.