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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

799 hedge funds and large institutions have $9.89B invested in Utilities Select Sector SPDR Fund in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-35
Holders Change %
-4.2%
% of All Funds
16.42%
Holding in Top 10
27
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-44.9%
% of All Funds
0.55%
New
105
Increased
255
Reduced
294
Closed
134
Calls
$2.2B
Puts
$1.97B
Net Calls
+$232M
Net Calls Change
+$65.7M

Top Buyers

1
PIF
1
Public Investment Fund
Saudi Arabia
$1.86B
2
Citigroup
2
Citigroup
New York
$876M
3
Barclays
3
Barclays
United Kingdom
$498M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$463M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$292M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$620M
2
JSAM
2
J. Safra Asset Management
New York
$4.61M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$87.3M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
201
Waldron Private Wealth
Pennsylvania
$2.29M -$38.1K -675 -2%
CCWA
202
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M +$2.27M +40,289 New
OR
203
Olympiad Research
Connecticut
$2.27M -$788K -13,961 -26%
NA
204
NewEdge Advisors
Louisiana
$2.24M +$1.19K +21 +0.1%
VRM
205
Vectors Research Management
New York
$2.24M +$2.24M +39,644 New
FG
206
Fiduciary Group
Georgia
$2.2M +$129K +2,291 +6%
BI
207
Bramshill Investments
Florida
$2.2M -$282K -5,000 -11%
BAM
208
Brave Asset Management
New Jersey
$2.2M +$195K +3,461 +10%
BSB
209
Bangor Savings Bank
Maine
$2.19M +$61.8K +1,095 +3%
TAM
210
Trust Asset Management
Texas
$2.18M +$1.83M +32,358 +515%
BCA
211
Bray Capital Advisors
Florida
$2.16M -$70K -1,240 -3%
JIP
212
Jaffetilchin Investment Partners
Florida
$2.16M +$2.16M +38,304 New
EH
213
Equitable Holdings
New York
$2.16M +$1.31M +23,188 +154%
ST
214
Sabal Trust
Florida
$2.13M -$60.4K -1,071 -3%
DTIM
215
Danda Trouve Investment Management
Kansas
$2.13M +$934K +16,550 +78%
5L
216
55I LLC
Massachusetts
$2.11M +$1.88M +33,305 +805%
CWM
217
Cranbrook Wealth Management
Michigan
$2.11M +$225K +3,987 +12%
WA
218
WBH Advisory
Maryland
$2.1M +$78.7K +1,394 +4%
HIIFS
219
Harel Insurance Investments & Financial Services
Israel
$2.09M +$76.6K +1,358 +4%
MCM
220
Manchester Capital Management
Vermont
$2.05M – – –
Bank of New York Mellon
221
Bank of New York Mellon
New York
$2.04M -$791K -14,027 -28%
SCA
222
Strategic Capital Advisers
Colorado
$2.03M -$117K -2,070 -5%
IP
223
Investment Partners
Ohio
$2.02M -$66.9K -1,185 -3%
DLCIG
224
D.L. Carlson Investment Group
New Hampshire
$2.01M -$24.5K -434 -1%
HC
225
HNP Capital
New York
$2.01M +$1.55M +26,817 +337%
7 8
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