XLU icon

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 %
AW
851
Avion Wealth
Texas
$6K – – –
First Manhattan
852
First Manhattan
New York
$6K – – –
TIAM2
853
Tru Independence Asset Management 2
Oregon
$6K +$6K +100 New
RP
854
Rice Partnership
Hawaii
$6K +$6K +100 New
CWA
855
Clearview Wealth Advisors
Oregon
$6K +$6K +100 New
CWC
856
Carolinas Wealth Consulting
North Carolina
$5K +$57 +1 +1%
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$5K +$5K +78 New
BDWCC
858
B&D White Capital Company
Texas
$5K +$5K +95 New
FP
859
Financial Perspectives
Minnesota
$4.45K – – –
CMA
860
Cedar Mountain Advisors
Oregon
$4K – – –
PS
861
Planned Solutions
California
$4K – – –
FFA
862
Freedman Financial Associates
Massachusetts
$4K +$4K +58 New
SFA
863
Semmax Financial Advisors
North Carolina
$4K +$3.82K +64 +2,133%
JFA
864
JNBA Financial Advisors
Minnesota
$4K +$4K +66 New
CI
865
CX Institutional
Indiana
$3K -$500 -6 -14%
LAS
866
Lloyd Advisory Services
Georgia
$3K – – –
RIA
867
RPG Investment Advisory
California
$3K – – –
RMC
868
Resources Management Corp
Connecticut
$3K – – –
KIG
869
Kessler Investment Group
Indiana
$3K – – –
IHWM
870
Iron Horse Wealth Management
Iowa
$3K +$3K +45 New
BSSFA
871
Baron Silver Stevens Financial Advisors
Florida
$3K +$3K +58 New
TAIM
872
TD Ameritrade Investment Management
Nebraska
$2K – – –
BHWM
873
Bay Harbor Wealth Management
Maryland
$2K +$2K +27 New
JMF
874
Johnson Midwest Financial
Iowa
$2K +$2K +32 New
MCM
875
McMillion Capital Management
North Carolina
$2K +$2K +35 New
33 34
35
36 37