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State Street Utilities Select Sector SPDR ETF

882 hedge funds and large institutions have $9.56B invested in State Street Utilities Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 255 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 83

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

9% more capital invested

Capital invested by funds: $8.73B → $9.56B (+$827M)

9% more funds holding

Funds holding: 807882 (+75)

5.44% more ownership

Funds ownership: 152.58%158.02% (+5.4%)

17% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 307

30% less call options, than puts

Call options by funds: $730M | Put options by funds: $1.04B

Holders
882
Holders Change
+75
Holders Change %
+9.29%
% of All Funds
15.61%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
178
Increased
255
Reduced
307
Closed
83
Calls
$730M
Puts
$1.04B
Net Calls
-$313M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PIF
1
Public Investment Fund
Saudi Arabia
$2.07B
Goldman Sachs
2
Goldman Sachs
New York
$700M +$6.09M +192,426 +0.9%
Bank of America
3
Bank of America
North Carolina
$530M -$78M -2,466,088 -13%
UBS Group
4
UBS Group
Switzerland
$423M +$156M +4,939,208 +58%
Morgan Stanley
5
Morgan Stanley
New York
$412M -$55.4M -1,750,060 -12%
PP
6
Prudential plc
United Kingdom
$402M +$406M +12,819,012 New
Citigroup
7
Citigroup
New York
$304M +$45.9M +1,451,314 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
8
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$281M +$189M +5,961,886 +198%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$258M +$152M +4,799,000 +140%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$207M +$133M +4,192,422 +174%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$199M -$26M -821,758 -11%
FMI
12
Factory Mutual Insurance
Massachusetts
$191M +$193M +6,086,000 New
Two Sigma Investments
13
Two Sigma Investments
New York
$129M +$27.4M +866,860 +27%
Wells Fargo
14
Wells Fargo
California
$126M -$21M -663,236 -14%
LPL Financial
15
LPL Financial
California
$124M -$1.5M -47,542 -1%
LMIM
16
Lockheed Martin Investment Management
Maryland
$124M +$3.3M +104,400 +3%
CI
17
Clal Insurance
Israel
$121M -$16.3M -513,600 -11%
N
18
Natixis
France
$94.2M -$6.77K -214 -0%
OTPPB
19
Ontario Teachers' Pension Plan Board
Ontario, Canada
$92.3M +$93.2M +2,945,086 New
RCMU
20
Rokos Capital Management (UK)
United Kingdom
$81.4M -$105M -3,322,164 -56%
ACG
21
Arch Capital Group
Bermuda
$78.4M +$79.2M +2,502,354 New
Ameriprise
22
Ameriprise
Minnesota
$75M -$4.57M -144,334 -6%
Barclays
23
Barclays
United Kingdom
$67.9M -$358M -11,318,712 -84%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$64.7M +$1.87M +59,218 +3%
Charles Schwab
25
Charles Schwab
California
$59.2M -$2.08M -65,850 -3%

XLU Hedge Fund Activity: Q4 2020 in Review

882 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2020, worth a combined $9.56B — up 9.5% from $8.73B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new XLU positions and 83 closed out — a net gain of 95 holders — while 255 added to existing stakes and 307 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $406M. The largest seller was Barclays, cutting an estimated $358M.

  • 882 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2020, up from 807 in Q3 2020.
  • Funds reported $9.56B of State Street Utilities Select Sector SPDR ETF stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 178 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2020 and 83 closed out, a net change of +95 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2020 was Prudential plc, an estimated $406M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2020 was Barclays, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2020.