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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

776 hedge funds and large institutions have $10.3B invested in Utilities Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 304 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+22
Holders Change %
+2.92%
% of All Funds
17.04%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1.01%
New
85
Increased
304
Reduced
250
Closed
56
Calls
$951M
Puts
$1.59B
Net Calls
-$639M
Net Calls Change
-$169M

Top Buyers

1
Barclays
Barclays
United Kingdom
$454M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$341M
3
Bank of America
Bank of America
North Carolina
$1.4B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$130M
5
Citigroup
Citigroup
New York
$492M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$0
2
Morgan Stanley
Morgan Stanley
New York
$917M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$173M
4
UBS Group
UBS Group
Switzerland
$737M
5
Deutsche Bank
Deutsche Bank
Germany
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
201
USAdvisors Wealth Management
Minnesota
$2.86M +$623K +9,624 +28%
UAS
202
United Asset Strategies
New York
$2.8M +$497K +7,676 +22%
AWM
203
Altium Wealth Management
New York
$2.77M +$6.02K +93 +0.2%
CL
204
Cabana LLC
Arkansas
$2.76M -$66.7M -1,030,892 -96%
BHWM
205
Bar Harbor Wealth Management
New Hampshire
$2.67M -$65.8K -1,017 -2%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$2.66M +$332K +5,129 +14%
SPIA
207
Steward Partners Investment Advisory
New York
$2.62M +$842K +13,008 +47%
BS
208
Banco Santander
Spain
$2.61M -$276K -4,241 -10%
KeyBank National Association
209
KeyBank National Association
Ohio
$2.61M +$199K +3,077 +8%
RCG
210
Rock Creek Group
District of Columbia
$2.6M +$133K +2,057 +5%
OC
211
Oppenheimer & Co
New York
$2.57M -$294K -4,535 -10%
FIG
212
FundX Investment Group
California
$2.57M -$2.96M -45,774 -54%
MCM
213
Manchester Capital Management
Vermont
$2.57M – – –
BCA
214
Bray Capital Advisors
Florida
$2.56M +$11.3K +175 +0.4%
ST
215
Sabal Trust
Florida
$2.54M -$286K -4,415 -10%
VWM
216
Venturi Wealth Management
Texas
$2.53M +$318K +4,906 +14%
BSB
217
Bangor Savings Bank
Maine
$2.52M +$485K +7,500 +24%
FTS
218
Fifth Third Securities
Ohio
$2.5M +$1.16M +23,912 +87%
F
219
F3Logic
Minnesota
$2.49M -$844K -13,040 -25%
SCA
220
Strategic Capital Advisers
Colorado
$2.47M +$1.68K +26 +0.1%
IMC Chicago
221
IMC Chicago
Illinois
$2.46M +$2.46M +38,022 New
NCM
222
Noesis Capital Mangement
Florida
$2.45M -$38.8K -600 -2%
Brown Advisory
223
Brown Advisory
Maryland
$2.44M -$92.3K -1,425 -4%
FSA
224
Financial Services Advisory
Maryland
$2.42M – – –
FG
225
Fiduciary Group
Georgia
$2.41M -$35.6K -550 -1%
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