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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

562 hedge funds and large institutions have $8.37B invested in Utilities Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
12.88%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
73
Increased
159
Reduced
208
Closed
63
Calls
$484M
Puts
$1.23B
Net Calls
-$743M
Net Calls Change
-$930M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
UBS Group
UBS Group
Switzerland
$657M
3
Deutsche Bank
Deutsche Bank
Germany
$381M
4
QIM
Quantitative Investment Management
Virginia
$181M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$268M

Top Sellers

1
Citigroup
Citigroup
New York
$479M
2
Morgan Stanley
Morgan Stanley
New York
$475M
3
CS
Credit Suisse
Switzerland
$6.47M
4
ECM
Element Capital Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
201
City Holding Co
West Virginia
$1.19M +$5.2K +100 +0.4%
SFA
202
Sequoia Financial Advisors
Ohio
$1.19M +$11.1K +213 +0.9%
VC
203
Vicus Capital
Pennsylvania
$1.16M +$10.4K +201 +0.9%
HIIFS
204
Harel Insurance Investments & Financial Services
Israel
$1.15M -$754K -14,507 -40%
TWM
205
Torch Wealth Management
Ohio
$1.15M -$104K -2,000 -8%
HCP
206
Holt Capital Partners
Texas
$1.15M -$108K -2,075 -9%
Creative Planning
207
Creative Planning
Kansas
$1.14M +$16.1K +310 +1%
KeyBank National Association
208
KeyBank National Association
Ohio
$1.11M -$109K -2,095 -9%
FCI
209
Financial Counselors Inc
Kansas
$1.11M -$6.65K -128 -0.6%
HCM
210
Hollencrest Capital Management
California
$1.11M – – –
CCM
211
Chilton Capital Management
Texas
$1.1M -$16.9K -325 -2%
PFP
212
Pinnacle Financial Partners
Tennessee
$1.1M +$616K +11,850 +128%
LWAC
213
Laurel Wealth Advisors (California)
California
$1.08M +$5.3K +102 +0.5%
FMWA
214
Forvis Mazars Wealth Advisors
Missouri
$1.06M -$16.6K -320 -2%
BCFS
215
Butensky & Cohen Financial Security
Florida
$1.06M +$71.1K +1,368 +7%
CAC
216
Certified Advisory Corp
Florida
$1.06M -$51.6K -993 -5%
MCM
217
MV Capital Management
Maryland
$1.04M +$1.04M +19,944 New
Fidelity International
218
Fidelity International
Bermuda
$1.01M +$50K +962 +5%
AP
219
Appleton Partners
Massachusetts
$987K +$332K +6,396 +51%
VWM
220
Venturi Wealth Management
Texas
$986K -$309K -5,803 -24%
CASB
221
Cape Ann Savings Bank
Massachusetts
$983K +$983K +18,671 New
EVM
222
Eaton Vance Management
Massachusetts
$973K -$969K -18,649 -50%
PIM
223
Penobscot Investment Management
Massachusetts
$965K -$40.1K -772 -4%
BIA
224
Barry Investment Advisors
Massachusetts
$962K -$146K -2,816 -13%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$956K +$64.8K +1,247 +7%
7 8
9
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