State Street Utilities Select Sector SPDR ETF
562 hedge funds and large institutions have $8.37B invested in State Street Utilities Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.
42.47% more ownership
Funds ownership: 183.62% → 226.09% (+42%)
24% more capital invested
Capital invested by funds: $6.77B → $8.37B (+$1.6B)
16% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 63
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
1% more funds holding
Funds holding: 557 → 562 (+5)
24% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 208
61% less call options, than puts
Call options by funds: $484M | Put options by funds: $1.23B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$806M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$438M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$311M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$175M |
| 5 |
JP Morgan Chase
New York
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$230M |
| 2 |
Morgan Stanley
New York
|
-$143M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$105M |
| 4 |
ECM
Element Capital Management
New York
|
-$78.8M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$46.7M |
XLU Hedge Fund Activity: Q2 2018 in Review
562 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2018, worth a combined $8.37B — up 24% from $6.77B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new XLU positions and 63 closed out — a net gain of 10 holders — while 159 added to existing stakes and 208 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $806M. The largest seller was Citigroup, cutting an estimated $230M.
- 562 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2018, up from 557 in Q1 2018.
- Funds reported $8.37B of State Street Utilities Select Sector SPDR ETF stock for Q2 2018, up 24% quarter-over-quarter.
- 73 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2018 and 63 closed out, a net change of +10 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2018 was Goldman Sachs, an estimated $806M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $230M sold.
Based on aggregated 13F filings for Q2 2018.