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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

879 hedge funds and large institutions have $9.55B invested in Utilities Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 254 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+74
Holders Change %
+9.19%
% of All Funds
15.6%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
177
Increased
254
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M

Top Buyers

1
PP
Prudential plc
United Kingdom
$402M
2
FMI
Factory Mutual Insurance
Massachusetts
$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$281M
4
UBS Group
UBS Group
Switzerland
$423M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$258M

Top Sellers

1
Barclays
Barclays
United Kingdom
$67.9M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$38.1M
3
RCM
Rokos Capital Management
United Kingdom
$81.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.6M
5
Bank of America
Bank of America
North Carolina
$530M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
801
Sugarloaf Wealth Management
Georgia
$24K – – –
FCM
802
Firestone Capital Management
Florida
$24K – – –
BWA
803
BDO Wealth Advisors
Florida
$23K -$2.33K -37 -9%
APW
804
Acima Private Wealth
Virginia
$23K – – –
AA
805
Addison Advisors
Vermont
$23K +$23K +360 New
SWM
806
Selective Wealth Management
Virginia
$23K +$23K +367 New
TAM
807
Tucker Asset Management
Colorado
$22.3K +$22.3K +355 New
FPFS
808
First Personal Financial Services
North Carolina
$22K – – –
BFG
809
Baron Financial Group
New Jersey
$21K – – –
AFG
810
Albion Financial Group
Utah
$21K +$21K +338 New
GWMIA
811
Global Wealth Management Investment Advisory
Florida
$20K – – –
FPW
812
Flagship Private Wealth
Massachusetts
$19.4K +$19.4K +315 New
SIS
813
Sound Income Strategies
Florida
$19K – – –
TWA
814
TCI Wealth Advisors
Arizona
$19K – – –
ARMC
815
American Research & Management Company
Massachusetts
$19K +$19K +300 New
FPCG
816
Fort Pitt Capital Group
Pennsylvania
$17K +$17K +265 New
SBL
817
Sargent Bickham Lagudis
Colorado
$16K – – –
PGAM
818
Princeton Global Asset Management
New Jersey
$16K +$126 +2 +0.8%
RA
819
Reby Advisors
Connecticut
$16K +$16K +257 New
FNBOSM
820
First National Bank of South Miami
Florida
$15K -$7.02K -110 -32%
VCM
821
Versant Capital Management
Arizona
$15K – – –
CDIA
822
Capital Directions Investment Advisors
Georgia
$15K – – –
AA
823
Ancora Advisors
Ohio
$13K -$23.1K -356 -64%
ME
824
McIlrath & Eck
Washington
$13K -$5.53K -85 -30%
KPCM
825
Kings Point Capital Management
New York
$13K -$366 -6 -3%
31 32
33
34 35