State Street Utilities Select Sector SPDR ETF
859 hedge funds and large institutions have $10.2B invested in State Street Utilities Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 295 increasing their positions, 322 reducing their positions, and 101 closing their positions.
10.6% more ownership
Funds ownership: 158.02% → 168.62% (+11%)
7% more capital invested
Capital invested by funds: $9.56B → $10.2B (+$635M)
8% less call options, than puts
Call options by funds: $856M | Put options by funds: $929M
8% less repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 322
3% less funds holding
Funds holding: 882 → 859 (-23)
12% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 101
17% less funds holding in top 10
Funds holding in top 10: 30 → 25 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$272M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$247M |
| 3 |
Citigroup
New York
|
+$211M |
| 4 |
JP Morgan Chase
New York
|
+$166M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$254M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$80.7M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$68.3M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$59.2M |
| 5 |
Two Sigma Advisers
New York
|
-$49.8M |
XLU Hedge Fund Activity: Q1 2021 in Review
859 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2021, worth a combined $10.2B — up 6.6% from $9.56B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of XLU and 89 opened new positions — a net loss of 12 holders — while 322 trimmed existing stakes and 295 added.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $272M. The largest seller was UBS Group, cutting an estimated $254M.
- 859 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2021, down from 882 in Q4 2020.
- Funds reported $10.2B of State Street Utilities Select Sector SPDR ETF stock for Q1 2021, up 6.6% quarter-over-quarter.
- 89 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2021 and 101 closed out, a net change of -12 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $272M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2021 was UBS Group, an estimated $254M sold.
Based on aggregated 13F filings for Q1 2021.