State Street Utilities Select Sector SPDR ETF
XLU
717 hedge funds and large institutions have $8.34B invested in State Street Utilities Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 246 increasing their positions, 251 reducing their positions, and 69 closing their positions.
36% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 69
2% more funds holding
Funds holding: 700 → 717 (+17)
2% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 251
3% less capital invested
Capital invested by funds: $8.57B → $8.34B (-$233M)
2% less funds holding in top 10
Funds holding in top 10: 42 → 41 (-1)
14.49% less ownership
Funds ownership: 103.8% → 89.31% (-14%)
55% less call options, than puts
Call options by funds: $603M | Put options by funds: $1.35B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$131M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$115M |
| 3 |
Barclays
London,
United Kingdom
|
+$78.4M |
| 4 |
PCM
Price Capital Management
Lafayette,
Louisiana
|
+$60.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$59.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$472M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$305M |
| 3 |
N
Natixis
Paris,
France
|
-$195M |
| 4 |
Goldman Sachs
New York
|
-$179M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$119M |
XLU Hedge Fund Activity: Q1 2019 in Review
717 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2019, worth a combined $8.34B — down 2.7% from $8.57B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new XLU positions and 69 closed out — a net gain of 25 holders — while 246 added to existing stakes and 251 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $472M.
- 717 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2019, up from 700 in Q4 2018.
- Funds reported $8.34B of State Street Utilities Select Sector SPDR ETF stock for Q1 2019, down 2.7% quarter-over-quarter.
- 94 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2019 and 69 closed out, a net change of +25 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2019 was Migdal Insurance & Financial Holdings, an estimated $131M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2019 was Morgan Stanley, an estimated $472M sold.
Based on aggregated 13F filings for Q1 2019.