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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

879 hedge funds and large institutions have $9.55B invested in Utilities Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 254 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+74
Holders Change %
+9.19%
% of All Funds
15.6%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
177
Increased
254
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M

Top Buyers

1
PP
Prudential plc
United Kingdom
$402M
2
FMI
Factory Mutual Insurance
Massachusetts
$191M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$281M
4
UBS Group
UBS Group
Switzerland
$423M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$258M

Top Sellers

1
Barclays
Barclays
United Kingdom
$67.9M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$38.1M
3
RCM
Rokos Capital Management
United Kingdom
$81.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.6M
5
Bank of America
Bank of America
North Carolina
$530M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
201
Wedbush Securities
California
$2.78M -$401K -6,401 -13%
SWM
202
SVA Wealth Management
Wisconsin
$2.77M +$65.9K +1,051 +2%
TGAM
203
TBH Global Asset Management
Tennessee
$2.72M -$1.85M -29,508 -41%
ABC
204
Associated Banc-Corp
Wisconsin
$2.71M -$196K -3,126 -7%
NB
205
NBT Bank
New York
$2.68M +$129K +2,053 +5%
FIB
206
First Interstate Bank
Montana
$2.68M +$1.28M +20,408 +92%
PCH
207
PGIM Custom Harvest
New Jersey
$2.66M +$2.66M +42,406 New
CTC
208
Central Trust Company
Missouri
$2.63M -$479K -7,640 -15%
CWM
209
Cranbrook Wealth Management
Michigan
$2.62M -$15.2K -243 -0.6%
PCIA
210
Prime Capital Investment Advisors
Kansas
$2.61M -$98.5K -1,571 -4%
MPM
211
Meritage Portfolio Management
Kansas
$2.6M -$242K -3,867 -9%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$2.6M +$35.2K +561 +1%
BCA
213
Bray Capital Advisors
Florida
$2.6M +$209K +3,340 +9%
MBTD
214
Mechanics Bank - Trust Department
California
$2.57M -$105K -1,680 -4%
WPW
215
Waldron Private Wealth
Pennsylvania
$2.55M – – –
CCWA
216
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M -$63.9K -1,020 -2%
AA
217
Advisory Alpha
Michigan
$2.44M +$2.4M +38,243 +5,304%
JWCA
218
J.W. Cole Advisors
Florida
$2.43M +$220K +3,511 +10%
FG
219
Fiduciary Group
Georgia
$2.38M -$63.7K -1,010 -3%
ASN
220
Advisory Services Network
Georgia
$2.38M +$677K +10,804 +40%
TNB
221
TCF National Bank
South Dakota
$2.38M -$153K -2,440 -6%
AAS
222
Avantax Advisory Services
Texas
$2.32M -$4.24M -67,477 -65%
EP
223
Edgestream Partners
New Jersey
$2.31M +$2.31M +36,832 New
WA
224
WBH Advisory
Maryland
$2.31M -$5.49K -87 -0.2%
IP
225
Investment Partners
Ohio
$2.31M +$56.4K +900 +3%
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