State Street Utilities Select Sector SPDR ETF
835 hedge funds and large institutions have $7.51B invested in State Street Utilities Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 274 increasing their positions, 304 reducing their positions, and 125 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 38 → 49 (+11)
16% more call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.04B
3% less first-time investments, than exits
New positions opened: 121 | Existing positions closed: 125
10% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 304
2% less funds holding
Funds holding: 852 → 835 (-17)
4.74% less ownership
Funds ownership: 78.78% → 74.04% (-4.7%)
17% less capital invested
Capital invested by funds: $9.05B → $7.51B (-$1.54B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$181M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$174M |
| 3 |
Jane Street
New York
|
+$153M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$95.5M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$93.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$336M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$219M |
| 3 |
Two Sigma Advisers
New York
|
-$196M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$173M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$152M |
XLU Hedge Fund Activity: Q1 2020 in Review
835 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2020, worth a combined $7.51B — down 17% from $9.05B a quarter earlier.
Sellers outnumbered buyers: 125 funds closed out of XLU and 121 opened new positions — a net loss of 4 holders — while 304 trimmed existing stakes and 274 added.
The largest buyer was JP Morgan Chase, adding an estimated $181M. The largest seller was Morgan Stanley, cutting an estimated $336M.
- 835 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2020, down from 852 in Q4 2019.
- Funds reported $7.51B of State Street Utilities Select Sector SPDR ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 121 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2020 and 125 closed out, a net change of -4 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $181M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2020 was Morgan Stanley, an estimated $336M sold.
Based on aggregated 13F filings for Q1 2020.