State Street Utilities Select Sector SPDR ETF
717 hedge funds and large institutions have $8.33B invested in State Street Utilities Select Sector SPDR ETF 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.
36% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 69
2% more funds holding
Funds holding: 700 → 717 (+17)
0% less repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 249
3% less capital invested
Capital invested by funds: $8.56B → $8.33B (-$231M)
2% less funds holding in top 10
Funds holding in top 10: 42 → 41 (-1)
27.24% less ownership
Funds ownership: 207.5% → 180.26% (-27%)
55% less call options, than puts
Call options by funds: $603M | Put options by funds: $1.35B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$131M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$115M |
| 3 |
Barclays
London,
United Kingdom
|
+$78.4M |
| 4 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$63.7M |
| 5 |
PCM
Price Capital Management
Lafayette,
Louisiana
|
+$60.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$472M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$305M |
| 3 |
N
Natixis
Paris,
France
|
-$195M |
| 4 |
Goldman Sachs
New York
|
-$179M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$119M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBT
776
Capital Bank & Trust
Irvine,
California
| – | -$9K | -350 | Closed |
|
|
PFSC
777
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| – | -$9K | -350 | Closed |
|
|
JA
778
JOYN Advisors
Atlanta,
Georgia
| – | -$8K | -314 | Closed |
|
|
ONST
779
Old North State Trust
Greensboro,
North Carolina
| – | -$7K | -268 | Closed |
|
|
DPA
780
Delphi Private Advisors
San Diego,
California
| – | -$4K | -154 | Closed |
|
|
HPC
781
HM Payson & Co
Portland,
Maine
| – | -$3K | -120 | Closed |
|
|
ST
782
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$2K | -78 | Closed |
|
|
WANY
783
Wealthspire Advisors (New York)
New York
| – | -$1K | -46 | Closed |
|
|
HI
784
Human Investing
Lake Oswego,
Oregon
| – | -$1.11K | -40 | -83% |
|
785
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -32 | Closed |
|
|
TWA
786
TCI Wealth Advisors
Tucson,
Arizona
| – | +$389 | +14 | New |
|
XLU Hedge Fund Activity: Q1 2019 in Review
717 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2019, worth a combined $8.33B — down 2.7% from $8.56B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new XLU positions and 69 closed out — a net gain of 25 holders — while 248 added to existing stakes and 249 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $472M.
- 717 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2019, up from 700 in Q4 2018.
- Funds reported $8.33B of State Street Utilities Select Sector SPDR ETF stock for Q1 2019, down 2.7% quarter-over-quarter.
- 94 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2019 and 69 closed out, a net change of +25 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2019 was Migdal Insurance & Financial Holdings, an estimated $131M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2019 was Morgan Stanley, an estimated $472M sold.
Based on aggregated 13F filings for Q1 2019.