XLU icon

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 %
KTC
776
Kistler-Tiffany Companies
Pennsylvania
$29K – – –
S
777
SignatureFD
Georgia
$29K – – –
FCB
778
First Command Bank
Texas
$29K +$29K +444 New
FCFS
779
First Command Financial Services
Texas
$29K +$29K +444 New
TA
780
TFG Advisers
Michigan
$29K +$29K +461 New
FEG
781
Financial Enhancement Group
Indiana
$28K – – –
HFM
782
Hartford Financial Management
Connecticut
$26K – – –
BAM
783
Barrett Asset Management
New York
$26K – – –
FWM
784
Focused Wealth Management
New York
$26K +$64 +1 +0.2%
MF
785
Manchester Financial
California
$26K +$26K +395 New
FCM
786
Firestone Capital Management
Florida
$25K +$25K +385 New
AIL
787
AGF Investments LLC
Ontario, Canada
$24K – – –
BWA
788
BDO Wealth Advisors
Florida
$24K – – –
TFS
789
TrustCore Financial Services
Tennessee
$24K – – –
TWA
790
TCI Wealth Advisors
Arizona
$23K -$28.9K -455 -56%
FPFS
791
First Personal Financial Services
North Carolina
$22K – – –
HAM
792
Highstreet Asset Management
Ontario, Canada
$22K +$22K +341 New
GWMIA
793
Global Wealth Management Investment Advisory
Florida
$21K – – –
SIS
794
Sound Income Strategies
Florida
$20K – – –
RG
795
Retirement Group
California
$20K +$20K +303 New
PFSC
796
Peoples Financial Services Corp
Pennsylvania
$20K +$20K +310 New
ARMC
797
American Research & Management Company
Massachusetts
$19K – – –
LWS
798
Lucia Wealth Services
California
$19K – – –
LFG
799
LifePlan Financial Group
Ohio
$19K +$2.27K +36 +14%
TCOV
800
Trust Company of Vermont
Vermont
$18K -$1.9K -30 -10%
30 31
32
33 34