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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 %
RC
151
Roundview Capital
New Jersey
$4.02M +$302K +4,680 +8%
PWAC
152
Private Wealth Advisors (California)
California
$3.98M +$3.98M +61,552 New
SC
153
Scotia Capital
Ontario, Canada
$3.96M +$624K +9,658 +19%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$3.95M -$433K -6,700 -10%
AF
155
Alerus Financial
North Dakota
$3.9M -$2.1M -32,465 -35%
VDI
156
Vaughan David Investments
Illinois
$3.89M +$705K +10,906 +22%
SSB
157
Sandy Spring Bank
Maryland
$3.89M +$12.6K +195 +0.3%
William Blair Investment Management
158
William Blair Investment Management
Illinois
$3.81M -$355K -5,500 -9%
FTS
159
Fifth Third Securities
Ohio
$3.79M +$467K +7,220 +14%
TFA
160
Toth Financial Advisory
Virginia
$3.79M -$66.8K -1,034 -2%
MIA
161
MainStreet Investment Advisors
Illinois
$3.74M +$114K +1,769 +3%
Simplex Trading
162
Simplex Trading
Illinois
$3.73M -$697K -10,790 -16%
IMC Chicago
163
IMC Chicago
Illinois
$3.69M +$1.23M +19,067 +50%
NR
164
Newfound Research
Massachusetts
$3.65M -$50.5K -781 -1%
GT
165
Glenmede Trust
Pennsylvania
$3.64M -$43.2K -668 -1%
FTC
166
Farmers Trust Company
Ohio
$3.63M +$44.8K +694 +1%
SFSIG
167
San Francisco Sentry Investment Group
California
$3.62M +$4.14K +64 +0.1%
GB
168
Gunma Bank
Japan
$3.62M – – –
Twin Tree Management
169
Twin Tree Management
Texas
$3.6M +$3.6M +55,770 New
Wellington Management Group
170
Wellington Management Group
Massachusetts
$3.59M +$2.99M +46,242 +497%
JWCA
171
J.W. Cole Advisors
Florida
$3.57M +$3.57M +55,237 New
SMFG
172
Sumitomo Mitsui Financial Group
Japan
$3.56M -$56.2K -869 -2%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$3.54M +$114K +1,768 +3%
Wolverine Trading
174
Wolverine Trading
Illinois
$3.52M +$3.52M +54,625 New
GSC
175
G&S Capital
Colorado
$3.42M -$144K -2,225 -4%
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