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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 %
IF
726
Ironwood Financial
Arizona
$26K – – –
PA
727
Perennial Advisors
New York
$26K +$26K +466 New
KTC
728
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
FEG
729
Financial Enhancement Group
Indiana
$25K – – –
GWMIA
730
Global Wealth Management Investment Advisory
Florida
$24K -$10.5K -187 -31%
HS
731
Horan Securities
United States
$24K +$19.4K +339 +424%
BAM
732
Barrett Asset Management
New York
$23K – – –
IBOK
733
Independence Bank of Kentucky
Kentucky
$22K – – –
FCM
734
Firestone Capital Management
Florida
$22K – – –
SWM
735
Sugarloaf Wealth Management
Georgia
$22K +$4.89K +86 +29%
MA
736
Modus Advisors
Minnesota
$22K +$22K +396 New
EC
737
Estate Counselors
Wisconsin
$21K -$6.35M -113,400 -100%
TFS
738
TrustCore Financial Services
Tennessee
$21K -$14.4K -250 -41%
TFGT
739
TS Financial Group (TSFG)
Illinois
$21K -$9.19K -161 -30%
BWA
740
BDO Wealth Advisors
Florida
$21K -$7.25K -126 -26%
APW
741
Acima Private Wealth
Virginia
$21K – – –
FPFS
742
First Personal Financial Services
North Carolina
$19K – – –
TWA
743
TCI Wealth Advisors
Arizona
$17K -$823 -15 -5%
ARMC
744
American Research & Management Company
Massachusetts
$17K – – –
SIS
745
Sound Income Strategies
Florida
$17K – – –
LFG
746
LifePlan Financial Group
Ohio
$17K – – –
FA
747
Faithward Advisors
Pennsylvania
$17K – – –
ME
748
McIlrath & Eck
Washington
$16K – – –
PWP
749
Principle Wealth Partners
Connecticut
$16K +$16K +276 New
QCMC
750
Quantum Capital Management (California)
California
$14K – – –
28 29
30
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