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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
$245M
2
PP
Prudential plc
United Kingdom
$219M
3
Two Sigma Investments
Two Sigma Investments
New York
$132M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$102M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$111M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$338M
2
Barclays
Barclays
United Kingdom
$102M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$65.4M
4
Goldman Sachs
Goldman Sachs
New York
$663M
5
Bank of America
Bank of America
North Carolina
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
826
Ropes Wealth Advisors
Massachusetts
$8K -$5.63K -83 -41%
AIC
827
Archer Investment Corporation
Indiana
$7K – – –
LPWM
828
Lake Point Wealth Management
Texas
$7K +$7K +115 New
ACM
829
Allred Capital Management
Texas
$6.46K +$6.46K +100 New
VNA
830
Valley National Advisers
Pennsylvania
$6K – – –
WAS
831
Winch Advisory Services
Wisconsin
$6K +$60 +1 +1%
NL
832
NVWM LLC
Pennsylvania
$5K -$652K -9,522 -99%
FWM
833
FSA Wealth Management
Massachusetts
$5K +$5K +80 New
CWC
834
Carolinas Wealth Consulting
North Carolina
$5K +$5K +83 New
FP
835
Financial Perspectives
Minnesota
$4.59K +$4.59K +71 New
RMC
836
Resources Management Corp
Connecticut
$4K – – –
HGWM
837
Harvest Group Wealth Management
Massachusetts
$4K – – –
SMFS
838
Squar Milner Financial Services
California
$4K +$4K +63 New
SNT
839
Security National Trust
West Virginia
$4K +$4K +67 New
CMA
840
Cedar Mountain Advisors
Oregon
$4K +$4K +69 New
CC
841
Centiva Capital
New York
$3K -$15K -210 -83%
RIA
842
RPG Investment Advisory
California
$3K – – –
SFC
843
SYM Financial Corp
Indiana
$3K +$3K +40 New
AP
844
Arlington Partners
Alabama
$3K +$3K +44 New
GTAM
845
Global Trust Asset Management
Florida
$2K -$429K -7,713 -100%
TAIM
846
TD Ameritrade Investment Management
Nebraska
$2K -$526 -10 -21%
MCM
847
McMillion Capital Management
North Carolina
$2K – – –
SFA
848
Stewardship Financial Advisors
Georgia
$2K +$2K +24 New
PCA
849
Providence Capital Advisors
North Carolina
$1K +$1K +15 New
SIM
850
Sonora Investment Management
Arizona
$1K +$1K +21 New
32 33
34
35 36