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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
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
201
Starfire Investment Advisers
Michigan
$2.89M -$7.62K -118 -0.3%
BFA
202
Beaumont Financial Advisors
Massachusetts
$2.83M -$77.3K -1,197 -3%
TAM
203
Tocqueville Asset Management
New York
$2.82M -$743K -11,505 -21%
F
204
F3Logic
Minnesota
$2.81M +$324K +5,023 +13%
SPIA
205
Steward Partners Investment Advisory
New York
$2.79M +$178K +2,747 +7%
AWM
206
Altium Wealth Management
New York
$2.76M -$2.33K -36 -0.1%
SS
207
Simplicity Solutions
Minnesota
$2.63M -$1.14M -17,613 -30%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$2.62M -$28.8K -445 -1%
NA
209
NewEdge Advisors
Louisiana
$2.61M +$436K +6,742 +20%
MCM
210
Manchester Capital Management
Vermont
$2.56M – – –
BCA
211
Bray Capital Advisors
Florida
$2.56M -$194 -3 -0%
FAAS
212
First Allied Advisory Services
California
$2.56M -$560K -8,689 -18%
BSB
213
Bangor Savings Bank
Maine
$2.56M +$39.7K +615 +2%
LWM
214
Loveless Wealth Management
Montana
$2.53M +$2.53M +39,601 New
ST
215
Sabal Trust
Florida
$2.53M -$10.1K -156 -0.4%
RCG
216
Rock Creek Group
District of Columbia
$2.52M -$70.8K -1,100 -3%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$2.51M +$207K +3,208 +9%
VC
218
Veracity Capital
Georgia
$2.5M +$2.5M +38,677 New
BHWM
219
Bar Harbor Wealth Management
New Hampshire
$2.5M -$169K -2,620 -6%
MBTD
220
Mechanics Bank - Trust Department
California
$2.49M +$99.5K +1,540 +4%
KeyBank National Association
221
KeyBank National Association
Ohio
$2.48M -$123K -1,910 -5%
TCM
222
Tuttle Capital Management
Connecticut
$2.47M +$2.47M +38,170 New
SCA
223
Strategic Capital Advisers
Colorado
$2.46M -$3.43K -53 -0.1%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$2.41M +$97.2K +1,504 +4%
WA
225
WESPAC Advisors
California
$2.41M +$103K +1,590 +4%
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