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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

799 hedge funds and large institutions have $9.89B invested in Utilities Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-35
Holders Change %
-4.2%
% of All Funds
16.42%
Holding in Top 10
27
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-44.9%
% of All Funds
0.55%
New
105
Increased
255
Reduced
294
Closed
134
Calls
$2.2B
Puts
$1.97B
Net Calls
+$232M
Net Calls Change
+$65.7M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$1.86B
2
Citigroup
Citigroup
New York
+$508M
3
Barclays
Barclays
United Kingdom
+$397M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$253M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$515M
2
JSAM
J. Safra Asset Management
New York
-$227M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$94M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
776
Reilly Financial Advisors
California
$6K -$2.4K -40 -29%
GFPC
777
Global Financial Private Capital
Florida
$6K -$1.66K -31 -22%
VNA
778
Valley National Advisers
Pennsylvania
$6K – – –
WAS
779
Winch Advisory Services
Wisconsin
$6K +$59 +1 +1%
SIM
780
Sonora Investment Management
Arizona
$6K +$4.73K +78 +371%
CMBA
781
C.M. Bidwell & Associates
Hawaii
$6K +$6K +101 New
AIC
782
Archer Investment Corporation
Indiana
$5.93K – – –
CWC
783
Carolinas Wealth Consulting
North Carolina
$5K -$12.9K -220 -72%
FWM
784
FSA Wealth Management
Massachusetts
$5K – – –
TCM
785
TD Capital Management
Tennessee
$5K +$5K +81 New
FP
786
Financial Perspectives
Minnesota
$4.01K – – –
CMA
787
Cedar Mountain Advisors
Oregon
$4K – – –
TAIM
788
TD Ameritrade Investment Management
Nebraska
$4K +$1.59K +25 +66%
JG
789
Jefferies Group
New York
$3.84K +$2.07K +36,719 +117%
RMC
790
Resources Management Corp
Connecticut
$3K – – –
RIA
791
RPG Investment Advisory
California
$3K – – –
CI
792
CX Institutional
Indiana
$2K -$11.1K -200 -85%
WT
793
Whittier Trust
California
$2K – – –
WFMPM
794
Woodley Farra Manion Portfolio Management
Indiana
$2K +$2K +30 New
GWS
795
Glassman Wealth Services
Virginia
$1K -$10.8K -195 -92%
AWM
796
Aberdeen Wealth Management
Illinois
$1K +$1K +11 New
CL
797
Cabana LLC
Arkansas
$1K +$1K +23 New
WA
798
WestEnd Advisors
North Carolina
$620 -$18.4M -326,317 -100%
WIM
799
Westside Investment Management
California
$51 – – –
TI
800
tru Independence
Oregon
$51 +$51 +917 New
30 31
32
33 34