State Street Utilities Select Sector SPDR ETF
516 hedge funds and large institutions have $6.64B invested in State Street Utilities Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 157 increasing their positions, 188 reducing their positions, and 59 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 21 → 29 (+8)
29% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 59
8% more capital invested
Capital invested by funds: $6.16B → $6.64B (+$483M)
2% more funds holding
Funds holding: 505 → 516 (+11)
0.37% more ownership
Funds ownership: 180.36% → 180.73% (+0.37%)
16% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 188
51% less call options, than puts
Call options by funds: $622M | Put options by funds: $1.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$400M |
| 2 |
Citigroup
New York
|
+$216M |
| 3 |
N
Natixis
Paris,
France
|
+$97.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$83.2M |
| 5 |
Two Sigma Investments
New York
|
+$76.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$368M |
| 2 |
Morgan Stanley
New York
|
-$241M |
| 3 |
Goldman Sachs
New York
|
-$100M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$83.2M |
| 5 |
Barclays
London,
United Kingdom
|
-$81.1M |
XLU Hedge Fund Activity: Q1 2017 in Review
516 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2017, worth a combined $6.64B — up 7.8% from $6.16B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new XLU positions and 59 closed out — a net gain of 17 holders — while 157 added to existing stakes and 188 trimmed.
The largest buyer was CIBC World Markets, opening a new position worth an estimated $400M. The largest seller was JP Morgan Chase, cutting an estimated $368M.
- 516 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2017, up from 505 in Q4 2016.
- Funds reported $6.64B of State Street Utilities Select Sector SPDR ETF stock for Q1 2017, up 7.8% quarter-over-quarter.
- 76 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2017 and 59 closed out, a net change of +17 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2017 was CIBC World Markets, an estimated $400M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2017 was JP Morgan Chase, an estimated $368M sold.
Based on aggregated 13F filings for Q1 2017.