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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.

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
1
Bank of Nova Scotia
Ontario, Canada
$245M
2
PP
2
Prudential plc
United Kingdom
$219M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$132M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$102M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$111M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$338M
2
Barclays
2
Barclays
United Kingdom
$102M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$65.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$663M
5
Bank of America
5
Bank of America
North Carolina
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
Moulton Wealth Management
Washington
$7.36M +$7.36M +115,106 New
Edgewood Management
102
Edgewood Management
Connecticut
$7.28M +$220K +3,400 +3%
EC
103
Estate Counselors
Wisconsin
$7.26M +$80.8K +1,250 +1%
RCP
104
Rothschild Capital Partners
New York
$7.12M +$855K +13,234 +14%
KHLMTHM
105
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.11M – – –
Allianz Asset Management
106
Allianz Asset Management
Germany
$7.06M +$6.22M +96,187 +740%
HA
107
Hamel Associates
New Jersey
$7.05M -$39.1K -605 -0.6%
CIC
108
Carnegie Investment Counsel
Ohio
$6.92M +$2.33K +36 +0%
SC
109
Sepio Capital
Utah
$6.62M -$30K -465 -0.5%
APA
110
American Portfolios Advisors
New York
$6.54M +$3.68M +57,001 +129%
ASN
111
Advisory Services Network
Georgia
$6.53M -$5.01M -77,600 -43%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$6.45M +$578K +8,949 +10%
DAS
113
Dynamic Advisor Solutions
Arizona
$6.36M -$880K -13,611 -12%
CTC
114
Central Trust Company
Missouri
$6.33M -$1.93M -29,831 -23%
HF
115
HRT Financial
New York
$6.22M +$6.22M +96,272 New
SMG
116
Spectrum Management Group
Indiana
$5.79M -$4.9M -75,792 -46%
MC
117
Martin & Co
Tennessee
$5.74M -$78.5K -1,215 -1%
VDFA
118
Vickerman & Driscoll Financial Advisors
Washington
$5.72M +$30.2K +467 +0.5%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$5.57M +$313K +4,846 +6%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$5.56M +$72.4K +1,120 +1%
CF
121
Centaurus Financial
California
$5.5M -$65.5K -1,014 -1%
OC
122
Oakworth Capital
Alabama
$5.38M +$200K +3,134 +4%
IAN
123
Integrated Advisors Network
Texas
$5.37M +$5.37M +83,087 New
ACM
124
Ategra Capital Management
Virginia
$5.28M +$1.22M +18,854 +30%
VF
125
Virtu Financial
New York
$5.28M -$476K -7,373 -8%
3 4
5
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