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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

879 hedge funds and large institutions have $9.55B invested in Utilities Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 254 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+74
Holders Change %
+9.19%
% of All Funds
15.6%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
177
Increased
254
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$402M
2
FMI
Factory Mutual Insurance
Massachusetts
+$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$187M
4
UBS Group
UBS Group
Switzerland
+$155M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$150M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$355M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$304M
3
RCM
Rokos Capital Management
United Kingdom
-$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$97.5M
5
Bank of America
Bank of America
North Carolina
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
726
Elm Advisors
California
$90K +$90K +1,428 New
POIA
727
Pin Oak Investment Advisors
Texas
$89K – – –
EP
728
Eudaimonia Partners
Tennessee
$88K – – –
TIM
729
Tortoise Investment Management
New York
$86K +$5.81K +93 +7%
BEI
730
Benjamin Edwards Inc
Missouri
$85K +$9.51K +152 +13%
GI
731
Gradient Investments
Minnesota
$83K – – –
S
732
SignatureFD
Georgia
$82K +$21.9K +349 +36%
SC
733
SouthState Corp
Florida
$81K – – –
DI
734
Disciplined Investments
Oklahoma
$81K +$313 +5 +0.4%
CHA
735
Carmichael Hill & Associates
Maryland
$78K -$2.32K -37 -3%
TSW
736
Thompson Siegel & Walmsley
Virginia
$78K – – –
CYG
737
Clean Yield Group
Vermont
$75K – – –
PCA
738
Providence Capital Advisors
North Carolina
$75K +$75K +1,202 New
SSWG
739
Seven Springs Wealth Group
Tennessee
$65K -$41K -655 -39%
CFA
740
Carroll Financial Associates
North Carolina
$65K -$1.5K -24 -2%
MSFP
741
Mark Sheptoff Financial Planning
Connecticut
$65K – – –
WT
742
Whittier Trust
California
$65K +$63K +1,000 +3,226%
FWM
743
Filbrandt Wealth Management
Wisconsin
$63K – – –
TC
744
Tacita Capital
Ontario, Canada
$63K +$63K +1,000 New
TPCW
745
TD Private Client Wealth
New York
$58.8K +$58.8K +938 New
CFFP
746
Center for Financial Planning
Michigan
$58K +$16.7K +265 +41%
PWM
747
Perigon Wealth Management
California
$58K +$58K +932 New
AIM
748
Anchor Investment Management
South Carolina
$57.5K – – –
BCA
749
Berman Capital Advisors
Georgia
$57K -$26.2K -423 -31%
CFO
750
CVA Family Office
Colorado
$57K +$57K +908 New
28 29
30
31 32