State Street Utilities Select Sector SPDR ETF
457 hedge funds and large institutions have $5.63B invested in State Street Utilities Select Sector SPDR ETF in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.
6% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 67
0% less funds holding
Funds holding: 458 → 457 (-1)
10% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 165
17% less funds holding in top 10
Funds holding in top 10: 35 → 29 (-6)
22% less capital invested
Capital invested by funds: $7.22B → $5.63B (-$1.58B)
31.23% less ownership
Funds ownership: 200.15% → 168.92% (-31%)
41% less call options, than puts
Call options by funds: $510M | Put options by funds: $866M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$259M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$235M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$83.7M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$612M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$290M |
| 3 |
Morgan Stanley
New York
|
-$285M |
| 4 |
Barclays
London,
United Kingdom
|
-$263M |
| 5 |
JP Morgan Chase
New York
|
-$250M |
XLU Hedge Fund Activity: Q1 2015 in Review
457 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2015, worth a combined $5.63B — down 22% from $7.22B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new XLU positions and 67 closed out — a net gain of 4 holders — while 149 added to existing stakes and 165 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $259M. The largest seller was Euclid Advisors, exiting entirely with an estimated $612M sold.
- 457 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2015, down from 458 in Q4 2014.
- Funds reported $5.63B of State Street Utilities Select Sector SPDR ETF stock for Q1 2015, down 22% quarter-over-quarter.
- 71 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2015 and 67 closed out, a net change of +4 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2015 was Goldman Sachs, an estimated $259M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2015 was Euclid Advisors, an estimated $612M sold.
Based on aggregated 13F filings for Q1 2015.