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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 %
VC
751
Vestor Capital
Illinois
$40K – – –
KPCM
752
Kings Point Capital Management
New York
$40K – – –
TFGT
753
TS Financial Group (TSFG)
Illinois
$40K +$19.4K +298 +94%
RMAM
754
Raab & Moskowitz Asset Management
New Jersey
$40K +$40K +624 New
GDP
755
Great Diamond Partners
Maine
$40K +$40K +627 New
ST
756
Smithfield Trust
Pennsylvania
$39K – – –
FRA
757
Front Row Advisors
California
$39K – – –
IBOK
758
Independence Bank of Kentucky
Kentucky
$38K +$13K +200 +52%
RAM
759
Riggs Asset Management
Pennsylvania
$36K – – –
BCI
760
Brinker Capital Investments
Pennsylvania
$36K +$324 +5 +0.9%
DI
761
Disciplined Investments
Oklahoma
$36K +$36K +550 New
BWM
762
BerganKDV Wealth Management
Minnesota
$35K – – –
FNBOSM
763
First National Bank of South Miami
Florida
$35K – – –
FDCDDQ
764
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.4K -$3.62K -56 -10%
SCA
765
Stonebridge Capital Advisors
Minnesota
$34K – – –
DAM
766
Delta Asset Management
Tennessee
$33K +$255 +4 +0.8%
BCWM
767
Bartlett & Co Wealth Management
Ohio
$32.3K -$16.2K -250 -33%
HF
768
Halpern Financial
Virginia
$32.3K +$32.3K +500 New
IF
769
Ironwood Financial
Arizona
$32K -$7.03K -110 -18%
FCA
770
FinTrust Capital Advisors
South Carolina
$32K -$6.53K -100 -17%
TF
771
TimeScale Financial
Massachusetts
$32K – – –
RCG
772
Ruggie Capital Group
Florida
$32K +$32K +500 New
GCM
773
Gables Capital Management
Florida
$31K – – –
FA
774
Faithward Advisors
Pennsylvania
$31K +$31K +475 New
RWG
775
Regal Wealth Group
California
$30K +$30K +462 New
29 30
31
32 33