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State Street Utilities Select Sector SPDR ETF

530 hedge funds and large institutions have $6.12B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

17% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 166

3% more funds holding

Funds holding: 516530 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

8% less capital invested

Capital invested by funds: $6.64B → $6.12B (-$518M)

21.22% less ownership

Funds ownership: 180.73%159.51% (-21%)

55% less call options, than puts

Call options by funds: $933M | Put options by funds: $2.05B

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
13.21%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
69
Increased
195
Reduced
166
Closed
50
Calls
$933M
Puts
$2.05B
Net Calls
-$1.12B
Net Calls Change
-$476M
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
151
National Planning Corporation
California
$2.49M -$118K -4,490 -4%
NR
152
Newfound Research
Massachusetts
$2.49M +$512K +19,490 +26%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.48M -$5.38M -205,002 -68%
MCM
154
Manchester Capital Management
Vermont
$2.44M -$478K -18,198 -16%
TAM
155
Tyers Asset Management
Texas
$2.38M +$1.68M +63,888 +229%
BAC
156
Boys Arnold & Co
North Carolina
$2.37M +$31.5K +1,200 +1%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$2.34M +$2.37M +90,166 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$2.33M -$493K -18,776 -17%
CWM
159
CMH Wealth Management
New Hampshire
$2.26M -$624K -23,780 -22%
SPC
160
Sigma Planning Corp
Michigan
$2.25M +$528K +20,108 +30%
AA
161
Apriem Advisors
California
$2.25M +$78.8K +3,000 +4%
IP
162
Investment Partners
Ohio
$2.23M
BAM
163
Bruderman Asset Management
New York
$2.21M +$2.23M +85,032 New
SIA
164
Starfire Investment Advisers
Michigan
$2.21M +$8.14K +310 +0.4%
NCM
165
Noesis Capital Mangement
Florida
$2.18M -$10.1K -386 -0.5%
CB
166
Commerce Bank
Missouri
$2.05M +$916K +34,882 +79%
HWA
167
HCR Wealth Advisors
California
$2.05M -$79.6K -3,030 -4%
P
168
PhaseCapital
New York
$2.02M -$2.18M -82,998 -52%
ClearBridge Investments
169
ClearBridge Investments
New York
$1.99M +$105K +4,000 +6%
HNB
170
Huntington National Bank
Ohio
$1.98M -$36.8K -1,402 -2%
RC
171
Roundview Capital
New Jersey
$1.95M +$39.2K +1,494 +2%
UAS
172
United Asset Strategies
New York
$1.91M -$18.4K -702 -0.9%
MBTD
173
Mechanics Bank - Trust Department
California
$1.9M -$33K -1,256 -2%
BCA
174
Bray Capital Advisors
Florida
$1.89M -$20.7K -790 -1%
RCM
175
Riverhead Capital Management
Delaware
$1.89M +$1.91M +72,710 New

XLU Hedge Fund Activity: Q2 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2017, worth a combined $6.12B — down 7.8% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XLU positions and 50 closed out — a net gain of 19 holders — while 195 added to existing stakes and 166 trimmed.

The largest buyer was Barclays, adding an estimated $338M. The largest seller was Morgan Stanley, cutting an estimated $585M.

  • 530 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2017, up from 516 in Q1 2017.
  • Funds reported $6.12B of State Street Utilities Select Sector SPDR ETF stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 69 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2017 and 50 closed out, a net change of +19 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2017 was Barclays, an estimated $338M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2017 was Morgan Stanley, an estimated $585M sold.

Based on aggregated 13F filings for Q2 2017.