State Street Utilities Select Sector SPDR ETF
852 hedge funds and large institutions have $9.07B invested in State Street Utilities Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.
123% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 71
10% more funds holding
Funds holding: 776 → 852 (+76)
8% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 284
12% less capital invested
Capital invested by funds: $10.3B → $9.07B (-$1.27B)
17% less funds holding in top 10
Funds holding in top 10: 46 → 38 (-8)
24.45% less ownership
Funds ownership: 182.02% → 157.56% (-24%)
48% less call options, than puts
Call options by funds: $884M | Put options by funds: $1.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$239M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$215M |
| 3 |
Two Sigma Investments
New York
|
+$129M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$99.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$391M |
| 2 |
Barclays
London,
United Kingdom
|
-$345M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$270M |
| 4 |
Goldman Sachs
New York
|
-$211M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$188M |
XLU Hedge Fund Activity: Q4 2019 in Review
852 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2019, worth a combined $9.07B — down 12% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new XLU positions and 71 closed out — a net gain of 87 holders — while 262 added to existing stakes and 284 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $239M. The largest seller was UBS Group, cutting an estimated $391M.
- 852 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2019, up from 776 in Q3 2019.
- Funds reported $9.07B of State Street Utilities Select Sector SPDR ETF stock for Q4 2019, down 12% quarter-over-quarter.
- 158 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2019 and 71 closed out, a net change of +87 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2019 was Bank of Nova Scotia, an estimated $239M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2019 was UBS Group, an estimated $391M sold.
Based on aggregated 13F filings for Q4 2019.