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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

502 hedge funds and large institutions have $6.52B invested in Utilities Select Sector SPDR Fund in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
502
Holders Change
-32
Holders Change %
-5.99%
% of All Funds
13.42%
Holding in Top 10
23
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-42.5%
% of All Funds
0.61%
New
54
Increased
133
Reduced
214
Closed
77
Calls
$600M
Puts
$1.6B
Net Calls
-$996M
Net Calls Change
-$581M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Citigroup
2
Citigroup
New York
$558M
3
Bank of America
3
Bank of America
North Carolina
$1B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$251M
5
N
5
Natixis
France
$91.1M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$471K
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$53.5M
4
PAG
4
Pinnacle Advisory Group
Maryland
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
176
Simplicity Solutions
Minnesota
$1.61M 32,872 -3,254 -9%
CC
177
Callan Capital
California
$1.59M 32,366 -699 -2%
IUHSA
178
Itau Unibanco Holding S.A.
Brazil
$1.58M 32,188 +32,188 New
ACS
179
Archford Capital Strategies
Illinois
$1.56M 31,813 +662 +2%
BAM
180
Bruderman Asset Management
New York
$1.55M 31,535 +5,137 +19%
FAAS
181
First Allied Advisory Services
California
$1.52M 30,963 -54,263 -64%
P
182
PhaseCapital
New York
$1.5M 30,612 -79,093 -72%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$1.48M 30,164 -356,716 -92%
UAS
184
United Asset Strategies
New York
$1.47M 30,796 +9,279 +43%
LCM
185
Leisure Capital Management
California
$1.44M 29,460 +205 +0.7%
BIA
186
Barry Investment Advisors
Massachusetts
$1.43M 29,179 -2,437 -8%
BCA
187
Bray Capital Advisors
Florida
$1.41M 28,682 +1,112 +4%
Brown Advisory
188
Brown Advisory
Maryland
$1.39M 28,376 +375 +1%
KeyBank National Association
189
KeyBank National Association
Ohio
$1.38M 28,253 +8,832 +45%
HIIFS
190
Harel Insurance Investments & Financial Services
Israel
– – -21,674 Closed
NR
191
Newfound Research
Massachusetts
$1.36M 27,656 -13,785 -33%
RC
192
Roundview Capital
New Jersey
$1.34M 27,280 -535 -2%
M&T Bank
193
M&T Bank
New York
$1.33M 27,163 -3,053 -10%
CWM
194
Concert Wealth Management
California
$1.29M 26,496 +11,446 +76%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$1.29M 26,194 -289 -1%
WA
196
WBH Advisory
Maryland
$1.28M 26,148 +1,209 +5%
TCT
197
TIAA CREF Trust
Missouri
$1.27M 25,888 -1,327 -5%
Mariner
198
Mariner
Kansas
$1.26M 25,687 +6,322 +33%
OC
199
Oppenheimer & Co
New York
$1.25M 25,606 +1,945 +8%
PAG
200
Pinnacle Advisory Group
Maryland
$1.23M 25,934 -1,177,779 -98%
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