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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

834 hedge funds and large institutions have $7.58B invested in Utilities Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 274 increasing their positions, 304 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-16
Holders Change %
-1.88%
% of All Funds
18.42%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.08%
New
120
Increased
274
Reduced
304
Closed
124
Calls
$1.2B
Puts
$1.04B
Net Calls
+$166M
Net Calls Change
+$982M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$178M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$207M
3
Jane Street
3
Jane Street
New York
$132M
4
Bank of America
4
Bank of America
North Carolina
$1.11B
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$81.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$499M
2
PP
2
Prudential plc
United Kingdom
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$124M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$123M
5
N
5
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
801
Stratos Wealth Advisors
Ohio
$8K +$8K +136 New
HWA
802
HHM Wealth Advisors
Tennessee
$7K +$7K +125 New
KFS
803
Kelly Financial Services
Massachusetts
$6.93K – – –
LPWM
804
Lake Point Wealth Management
Texas
$6K – – –
AIC
805
Archer Investment Corporation
Indiana
$6K – – –
VNA
806
Valley National Advisers
Pennsylvania
$6K – – –
WAS
807
Winch Advisory Services
Wisconsin
$6K +$59 +1 +1%
Toronto Dominion Bank
808
Toronto Dominion Bank
Ontario, Canada
$5K -$39.4K -670 -89%
MWM
809
MBE Wealth Management
Wisconsin
$5K +$5K +101 New
FWM
810
FSA Wealth Management
Massachusetts
$4K – – –
CMA
811
Cedar Mountain Advisors
Oregon
$4K – – –
SNT
812
Security National Trust
West Virginia
$4K – – –
HGWM
813
Harvest Group Wealth Management
Massachusetts
$4K – – –
HS
814
Horan Securities
United States
$4K +$4K +80 New
FP
815
Financial Perspectives
Minnesota
$3.93K – – –
SMFS
816
Squar Milner Financial Services
California
$3K -$48 -1 -2%
RMC
817
Resources Management Corp
Connecticut
$3K – – –
RIA
818
RPG Investment Advisory
California
$3K – – –
GP
819
Greenline Partners
New York
$3K +$3K +61 New
FGAM
820
Financial Gravity Asset Management
Texas
$2.4K -$24.7K -3,352 -91%
WT
821
Whittier Trust
California
$2K -$66.7K -1,034 -97%
MCM
822
McMillion Capital Management
North Carolina
$2K – – –
TAIM
823
TD Ameritrade Investment Management
Nebraska
$2K – – –
GTAM
824
Global Trust Asset Management
Florida
$2K – – –
IA
825
IndexIQ Advisors
New York
$2K +$2K +31 New
31 32
33
34 35