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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 %
SG
901
Somerset Group
Minnesota
– -$218K -3,370 Closed
UB
902
UMB Bank
Missouri
– -$217 -3,350 Closed
FFS
903
Founders Financial Securities
Maryland
– -$214K -3,302 Closed
AL
904
Aspiriant LLC
California
– -$200K -3,102 Closed
CAN
905
Claraphi Advisory Network
United States
– -$161K -2,490 Closed
BEAM
906
Baker Ellis Asset Management
Washington
– -$104K -1,600 Closed
FEM
907
Fulcrum Equity Management
Texas
– -$87K -1,348 Closed
GSWM
908
Golden State Wealth Management
California
– -$58K -900 Closed
EW
909
Evoke Wealth
California
– -$48.6K -750 Closed
FM
910
Fondren Management
Texas
– -$121K -600 Closed
APSP
911
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$38K -586 Closed
HCM
912
Hilton Capital Management
New York
– -$38K -581 Closed
HR
913
Howe & Rusling
New York
– -$28K -430 Closed
SWP
914
Strategic Wealth Partners
Ohio
– -$11 -175 Closed
SIAP
915
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$8K -116 Closed
NCM
916
Nelson Capital Management
California
– -$6K -100 Closed
HS
917
Horan Securities
United States
– -$5K -80 Closed
PCM
918
Princeton Capital Management
New Jersey
– -$4K -55 Closed
WCM
919
Whitener Capital Management
North Carolina
– -$2K -40 Closed
ETI
920
Enterprise Trust & Investment
California
– -$1K -7 Closed
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