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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$320M
2
Bank of America
Bank of America
North Carolina
$797M
3
Citigroup
Citigroup
New York
$528M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
5
PP
Prudential plc
United Kingdom
$554M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$169M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$128M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$217M
4
Charles Schwab
Charles Schwab
California
$0
5
Two Sigma Advisers
Two Sigma Advisers
New York
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
901
Blue Chip Partners
Michigan
– -$488K -7,782 Closed
LOAMU
902
Lombard Odier Asset Management (USA)
New York
– -$485K -7,736 Closed
CCM
903
Cox Capital Management
Massachusetts
– -$485K -7,733 Closed
PPWP
904
Proquility Private Wealth Partners
Nevada
– -$462K -7,373 Closed
RWA
905
Ropes Wealth Advisors
Massachusetts
– -$362K -5,780 Closed
DIM
906
Delta Investment Management
California
– -$361K -5,761 Closed
TSS
907
Two Sigma Securities
New York
– -$333K -5,310 Closed
CWP
908
Capital Wealth Planning
Florida
– -$333K -5,292 Closed
SSG
909
Summit Securities Group
New York
– -$320K -5,100 Closed
WHRC
910
W.H. Reaves & Co
New Jersey
– -$308K -4,911 Closed
GI
911
Glovista Investments
New Jersey
– -$307K -4,900 Closed
WA
912
WESPAC Advisors
California
– -$302K -4,816 Closed
FAB
913
First American Bank
Illinois
– -$297K -4,738 Closed
KTA
914
Keeley-Teton Advisors
Illinois
– -$282K -4,497 Closed
IF
915
IRON Financial
Illinois
– -$266K -4,246 Closed
WANY
916
Wealthspire Advisors (New York)
New York
– -$259K -4,134 Closed
UF
917
Univest Financial
Pennsylvania
– -$249K -3,968 Closed
QCIG
918
Quad-Cities Investment Group
Iowa
– -$232K -3,700 Closed
DP
919
Dearborn Partners
Illinois
– -$224K -3,579 Closed
CNBTD
920
Citizens National Bank Trust Department
Mississippi
– -$216K -3,455 Closed
UFA
921
US Financial Advisors
Massachusetts
– -$216K -3,442 Closed
NCM
922
Narwhal Capital Management
Georgia
– -$215K -3,435 Closed
GP
923
Girard Partners
Pennsylvania
– -$214K -3,425 Closed
SPFA
924
Summit Place Financial Advisors
New Jersey
– -$207K -3,300 Closed
LWP
925
Legacy Wealth Partners
California
– -$203K -3,234 Closed
35 36
37
38 39