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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
726
Vigilant Capital Management
Maine
$64K – – –
FWM
727
Filbrandt Wealth Management
Wisconsin
$64K +$64K +1,000 New
Q
728
QVR
California
$63K -$6.63M -101,884 -99%
PMFA
729
Plante Moran Financial Advisors
Michigan
$58K -$181K -2,775 -76%
IA
730
Independence Advisors
Pennsylvania
$58K +$58K +896 New
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$57K – – –
CFN
732
Cordasco Financial Network
Florida
$56K – – –
HWM
733
Howard Wealth Management
Connecticut
$56K +$56K +880 New
CFD
734
Creative Financial Designs
Indiana
$55K +$6.37K +99 +13%
BAM
735
Bellevue Asset Management
Washington
$55K +$55K +855 New
MCM
736
MV Capital Management
Maryland
$53K -$623K -9,658 -92%
MAM
737
Meeder Asset Management
Ohio
$52K -$697K -10,835 -93%
CCA
738
Column Capital Advisors
Indiana
$52K +$52K +820 New
SWM
739
Sugarloaf Wealth Management
Georgia
$49K +$49K +756 New
Toronto Dominion Bank
740
Toronto Dominion Bank
Ontario, Canada
$48K -$8.27K -130 -15%
HDIM
741
Hanson & Doremus Investment Management
Vermont
$48K – – –
SQA
742
Simon Quick Advisors
New Jersey
$48K +$48K +738 New
RCA
743
Rowland Carmichael Advisors
Arizona
$47K -$63.1K -970 -57%
JCM
744
Jacobi Capital Management
Pennsylvania
$47K -$3.53K -55 -7%
TF
745
Tompkins Financial
New York
$47K +$10.2K +160 +28%
AWM
746
Atticus Wealth Management
Florida
$47K +$47K +735 New
CHAM
747
Clear Harbor Asset Management
Connecticut
$45.2K +$45.2K +700 New
EI
748
Ellevest Inc
New York
$45K – – –
NCM
749
New Capital Management
Texas
$43K – – –
WCM
750
Wealthcare Capital Management
Virginia
$41K – – –
28 29
30
31 32