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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

717 hedge funds and large institutions have $8.33B invested in Utilities Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 248 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+17
Holders Change %
+2.43%
% of All Funds
15.54%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.89%
New
94
Increased
248
Reduced
249
Closed
69
Calls
$603M
Puts
$1.35B
Net Calls
-$749M
Net Calls Change
+$208M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$137M
2
SGI
Swan Global Investments
Colorado
+$106M
3
Barclays
Barclays
United Kingdom
+$82M
4
PCM
Price Capital Management
Louisiana
+$63.4M
5
Wells Fargo
Wells Fargo
California
+$62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$494M
2
Deutsche Bank
Deutsche Bank
Germany
-$319M
3
N
Natixis
France
-$204M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
Nomura Holdings
Nomura Holdings
Japan
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
751
Quantres Asset Management
Cayman Islands
– -$508K -9,600 Closed
EWA
752
EP Wealth Advisors
California
– -$466K -8,813 Closed
FNBT
753
FineMark National Bank & Trust
Florida
– -$382K -7,214 Closed
MWP
754
MYCIO Wealth Partners
Pennsylvania
– -$318K -6,000 Closed
HPC
755
Hobart Private Capital
North Carolina
– -$317K -5,986 Closed
PFA
756
Pettinga Financial Advisors
Indiana
– -$299K -5,650 Closed
AGA
757
Arkos Global Advisors
Texas
– -$282K -5,323 Closed
NEIRG
758
New England Investment & Retirement Group
Massachusetts
– -$270K -5,108 Closed
WHRC
759
W.H. Reaves & Co
New Jersey
– -$266K -5,025 Closed
Mackenzie Financial
760
Mackenzie Financial
Ontario, Canada
– -$254K -4,801 Closed
CAM
761
Cypress Asset Management
Texas
– -$249K -4,700 Closed
BIAS
762
Beacon Investment Advisory Services
New Jersey
– -$249K -4,700 Closed
RG
763
Rikoon Group
New Mexico
– -$239K -4,509 Closed
GLLW
764
Graves Light Lenhart Wealth
Virginia
– -$213K -4,018 Closed
SG
765
StoneX Group
New York
– -$206K -3,889 Closed
SIAP
766
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$52K -1,000 Closed
KCM
767
Karp Capital Management
California
– -$48K -900 Closed
BOPW
768
Brandywine Oak Private Wealth
Pennsylvania
– -$42K -838 Closed
DWM
769
Doyle Wealth Management
Florida
– -$33K -620 Closed
OWA
770
Outlook Wealth Advisors
Texas
– -$320K -605 Closed
RWA
771
River Wealth Advisors
Pennsylvania
– -$30K -562 Closed
MWA
772
Meridian Wealth Advisors
Texas
– -$28K -520 Closed
PA
773
Perennial Advisors
New York
– -$25K -466 Closed
CWA
774
Clarus Wealth Advisors
Arizona
– -$23K -434 Closed
HT
775
Heritage Trust
Oklahoma
– -$14K -270 Closed
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