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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 %
EWM
876
Executive Wealth Management
Michigan
– -$951K -14,700 Closed
EP
877
Edgestream Partners
New Jersey
– -$790K -12,198 Closed
Jane Street
878
Jane Street
New York
– -$770K -11,899 Closed
MA
879
Mutual Advisors
Nebraska
– -$766K -11,835 Closed
I2I
880
Insight 2811 Inc
Illinois
– -$633K -9,782 Closed
QT
881
Quantbot Technologies
New York
– -$606K -9,368 Closed
USGIU
882
U.S. Global Investors (USGI)
Texas
– -$543K -8,400 Closed
BA
883
Ballew Advisors
Mississippi
– -$534K -8,360 Closed
Man Group
884
Man Group
United Kingdom
– -$525K -8,110 Closed
PFG
885
Pacific Financial Group
Washington
– -$476K -7,978 Closed
SWA
886
Stratos Wealth Advisors
Ohio
– -$510K -7,871 Closed
GA
887
Geller Advisors
New York
– -$449K -6,930 Closed
GM
888
GeoWealth Management
Illinois
– -$412K -6,360 Closed
IA
889
IndexIQ Advisors
New York
– -$408K -6,302 Closed
FAT
890
First American Trust
California
– -$370K -5,718 Closed
WT
891
Washington Trust
Rhode Island
– -$361K -5,618 Closed
CBFP
892
Cedar Brook Financial Partners
Ohio
– -$359K -5,552 Closed
TP
893
Tranquility Partners
Tennessee
– -$357K -5,507 Closed
CPA
894
Clear Perspective Advisors
Illinois
– -$296K -4,565 Closed
CCM
895
Crabel Capital Management
California
– -$293K -4,528 Closed
CWP
896
Capital Wealth Planning
Florida
– -$289K -4,461 Closed
RIM
897
Rampart Investment Management
Connecticut
– -$286K -4,421 Closed
LC
898
Lavaca Capital
Texas
– -$280K -4,327 Closed
AIP
899
Ahrens Investment Partners
Louisiana
– -$277K -4,275 Closed
SIM
900
Stratos Investment Management
Ohio
– -$237K -3,658 Closed
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