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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 %
EW
751
Evoke Wealth
California
$55K – – –
LWP
752
Lumature Wealth Partners
Georgia
$55K +$55K +881 New
CFN
753
Cordasco Financial Network
Florida
$54K – – –
DWP
754
Destiny Wealth Partners
Florida
$52K +$52K +831 New
MF
755
Manchester Financial
California
$51K +$1.81K +29 +4%
APWA
756
Atlas Private Wealth Advisors
New Jersey
$49K -$378 -6 -0.8%
FF
757
FourThought Financial
Florida
$49K +$49K +788 New
SQA
758
Simon Quick Advisors
New Jersey
$48K +$377 +6 +0.8%
HDIM
759
Hanson & Doremus Investment Management
Vermont
$47K – – –
FRA
760
Front Row Advisors
California
$47K – – –
FMII
761
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
FCH
762
Freestone Capital Holdings
Washington
$44.1K +$31.4K +500 +245%
RG
763
Retirement Group
California
$44K +$8.05K +131 +22%
SIAG
764
Safeguard Investment Advisory Group
California
$44K +$44K +703 New
WWM
765
Wolff Wiese Magana
California
$44K +$44K +704 New
TCM
766
TD Capital Management
Tennessee
$43K +$37.9K +601 +742%
GWS
767
Glassman Wealth Services
Virginia
$42K – – –
PVH
768
Psagot Value Holdings
Israel
$42K – – –
BBHC
769
Brown Brothers Harriman & Co
New York
$41K -$8.29K -133 -17%
Bank Julius Baer & Co
770
Bank Julius Baer & Co
Switzerland
$39K +$39K +622 New
ST
771
Smithfield Trust
Pennsylvania
$38K – – –
BFO
772
Biltmore Family Office
North Carolina
$38K – – –
QCG
773
Quadrant Capital Group
Ohio
$38K +$38K +600 New
EI
774
Ellevest Inc
New York
$37K -$1.06M -16,943 -97%
TWM
775
Tradition Wealth Management
Minnesota
$37K +$37K +592 New
29 30
31
32 33