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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$1.42M -$106K -4,020 -7%
BTS
202
BB&T Securities
Virginia
$1.41M +$653K +24,886 +85%
FANJ
203
Financial Architects (New Jersey)
New Jersey
$1.38M +$1.42K +54 +0.1%
GXMC
204
Global X Management Company
New York
$1.36M +$1.37M +52,302 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$205K +7,826 +18%
FAAS
206
First Allied Advisory Services
California
$1.33M +$182K +6,940 +16%
WF
207
WealthTrust Fairport
Ohio
$1.32M -$71.6K -2,726 -5%
Toronto Dominion Bank
208
Toronto Dominion Bank
Ontario, Canada
$1.3M +$1.05M +40,144 +405%
CAM
209
Concorde Asset Management
Michigan
$1.28M +$1.29M +49,316 New
KHLMTHM
210
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.27M +$1.28M +48,826 New
ACS
211
Archford Capital Strategies
Illinois
$1.27M -$51.4K -1,958 -4%
Creative Planning
212
Creative Planning
Kansas
$1.26M +$140K +5,322 +12%
TWM
213
Torch Wealth Management
Ohio
$1.25M
FCI
214
Financial Counselors Inc
Kansas
$1.25M -$73.3K -2,792 -5%
SAM
215
Securian Asset Management
Minnesota
$1.25M
AL
216
Airain Ltd
Guernsey
$1.25M +$251K +9,544 +25%
LWAC
217
Laurel Wealth Advisors (California)
California
$1.22M +$53 +2 +0%
GA
218
Geneva Advisors
Illinois
$1.2M +$158K +6,000 +15%
CCM
219
Chilton Capital Management
Texas
$1.19M -$39.9K -1,518 -3%
CHC
220
City Holding Co
West Virginia
$1.18M +$65.1K +2,480 +6%
SS
221
Simplicity Solutions
Minnesota
$1.16M +$1.18M +44,778 New
CRC
222
Curi RMB Capital
Illinois
$1.16M +$447K +17,038 +62%
PFPT
223
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.14M +$1.16M +44,048 New
Rafferty Asset Management
224
Rafferty Asset Management
New York
$1.14M +$1.15M +43,700 New
CTC
225
Central Trust Company
Missouri
$1.13M +$102K +3,876 +10%

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.