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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 %
FWP
826
FAS Wealth Partners
Kansas
$13K – – –
CIA
827
Choate Investment Advisors
Massachusetts
$13K – – –
SN
828
Sittner & Nelson
Oregon
$13K +$13K +200 New
TA
829
Tectonic Advisors
Texas
$13K +$13K +215 New
SWA
830
SOA Wealth Advisors
New York
$13K +$13K +215 New
RPWA
831
Regent Peak Wealth Advisors
Georgia
$12K +$12K +188 New
FCFS
832
First Command Financial Services
Texas
$11K – – –
FCB
833
First Command Bank
Texas
$11K – – –
FCMT
834
Founders Capital Management (Texas)
Texas
$11K +$11K +170 New
RDFA
835
Ritter Daniher Financial Advisory
Ohio
$11K +$11K +180 New
MIM
836
Macroview Investment Management
Maryland
$10K +$62 +1 +0.6%
LFG
837
Larson Financial Group
Missouri
$9K – – –
FA
838
Faithward Advisors
Pennsylvania
$9K – – –
JHCP
839
Jackson Hole Capital Partners
Oklahoma
$9K – – –
AIP
840
Ameritas Investment Partners
Nebraska
$9K – – –
SMA
841
Sage Mountain Advisors
Georgia
$8K +$8K +125 New
AWM
842
Avior Wealth Management
Nebraska
$8K +$8K +137 New
KFS
843
Kelly Financial Services
Massachusetts
$7.84K – – –
M
844
MOTCO
Texas
$7K -$150K -2,445 -96%
HCP
845
Hexagon Capital Partners
Arkansas
$7K – – –
BAM
846
Barrett Asset Management
New York
$6K -$18K -300 -75%
CMBA
847
C.M. Bidwell & Associates
Hawaii
$6K – – –
First Manhattan
848
First Manhattan
New York
$6K – – –
VNA
849
Valley National Advisers
Pennsylvania
$6K – – –
RFA
850
Reilly Financial Advisors
California
$6K – – –
32 33
34
35 36