XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M

Top Buyers

1
Citigroup
1
Citigroup
New York
$579M
2
Millennium Management
2
Millennium Management
New York
$162M
3
Jane Street
3
Jane Street
New York
$231M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$790M
2
Bessemer Group
2
Bessemer Group
New Jersey
$337K
3
Goldman Sachs
3
Goldman Sachs
New York
$406M
4
PP
4
Prudential plc
United Kingdom
$8.53M
5
MCM
5
Moore Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
226
Estate Counselors
Wisconsin
$3.81M -$7.48M -114,200 -66%
CTC
227
Central Trust Company
Missouri
$3.74M +$266K +4,058 +8%
KCFA
228
Key Client Fiduciary Advisors
New Jersey
$3.72M +$29.6K +452 +0.8%
UCFA
229
United Capital Financial Advisors
Texas
$3.72M +$785K +11,986 +27%
LCC
230
Lincoln Capital Corp
Rhode Island
$3.71M +$3.71M +56,608 New
Creative Planning
231
Creative Planning
Kansas
$3.71M -$1.31M -20,042 -26%
TW
232
Transform Wealth
Colorado
$3.66M +$3.43M +52,315 +1,474%
TF
233
Trek Financial
Arizona
$3.65M +$952K +14,539 +35%
MFG
234
Merit Financial Group
Georgia
$3.64M +$2.94M +44,864 +421%
FFN
235
Focus Financial Network
Minnesota
$3.6M -$268K -4,084 -7%
GRP
236
Global Retirement Partners
California
$3.53M +$698K +10,457 +25%
CF
237
Centaurus Financial
California
$3.53M +$161K +2,452 +5%
FFM
238
Fullerton Fund Management
Singapore
$3.34M -$3.9M -59,574 -54%
WS
239
Wedbush Securities
California
$3.33M -$113K -1,726 -3%
AA
240
AlphaMark Advisors
Kentucky
$3.33M +$10.4K +159 +0.3%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$3.25M -$159K -2,422 -5%
FCM
242
Fourpath Capital Management
Oklahoma
$3.24M -$174K -2,651 -5%
HWA
243
HCR Wealth Advisors
California
$3.24M -$222K -3,389 -6%
BAM
244
Brave Asset Management
New Jersey
$3.24M +$189K +2,886 +6%
PAS
245
Park Avenue Securities
New York
$3.23M +$1.15M +17,526 +55%
5L
246
55I LLC
Massachusetts
$3.2M +$1.81M +27,685 +131%
EP
247
Eudaimonia Partners
Tennessee
$3.19M -$24.5K -374 -0.8%
BPM
248
Bowling Portfolio Management
Ohio
$3.19M -$133K -2,025 -4%
MCM
249
MV Capital Management
Maryland
$3.19M +$5.24K +80 +0.2%
TCA
250
Transcend Capital Advisors
New Jersey
$3.18M +$1.61M +24,505 +102%
8 9
10
11 12