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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,172 hedge funds and large institutions have $13.5B invested in Utilities Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 424 increasing their positions, 385 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+74
Holders Change %
+6.74%
% of All Funds
18.91%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.82%
New
200
Increased
424
Reduced
385
Closed
99
Calls
$480M
Puts
$1.1B
Net Calls
-$620M
Net Calls Change
+$449M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$226M
2
N
2
Natixis
France
$140M
3
Morgan Stanley
3
Morgan Stanley
New York
$974M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$309M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$62M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$152M
2
Jane Street
2
Jane Street
New York
$51.4M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$65.3M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$14.9M
5
Citigroup
5
Citigroup
New York
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Stapp Wealth Management
Washington
$1.73M -$216K -3,059 -11%
VWM
402
Venturi Wealth Management
Texas
$1.73M -$406K -5,764 -19%
CCWA
403
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.72M -$1.23M -17,413 -42%
CC
404
Callan Capital
California
$1.71M +$267K +3,784 +18%
PFP
405
Pinnacle Financial Partners
Tennessee
$1.71M +$329K +4,666 +24%
HSA
406
HBK Sorce Advisory
Pennsylvania
$1.7M +$1.35M +19,189 +386%
MLM
407
Mount Lucas Management
Pennsylvania
$1.69M +$459K +6,514 +37%
SAM
408
Securian Asset Management
Minnesota
$1.69M – – –
ANTB
409
AMG National Trust Bank
Colorado
$1.69M -$663K -9,400 -28%
CG
410
Colony Group
Massachusetts
$1.68M +$307K +4,351 +22%
BP
411
Broadleaf Partners
Ohio
$1.68M +$53K +752 +3%
HVIA
412
Hudson Valley Investment Advisors
New York
$1.66M +$33.9K +481 +2%
NCM
413
Narwhal Capital Management
Georgia
$1.66M +$571K +8,100 +53%
PCS
414
Personal CFO Solutions
New Jersey
$1.66M +$203K +2,882 +14%
CRI
415
Colonial River Investments
Virginia
$1.64M +$114K +1,610 +7%
CGIM
416
Cannon Global Investment Management
Florida
$1.64M -$1.54M -21,900 -49%
VVP
417
Venture Visionary Partners
Ohio
$1.63M +$1.63M +23,114 New
KF
418
Krilogy Financial
Missouri
$1.62M +$632K +8,970 +64%
HIS
419
Horizon Investment Services
Indiana
$1.62M -$369K -5,238 -19%
CIC
420
Carnegie Investment Counsel
Ohio
$1.61M +$195K +2,769 +14%
SFG
421
Sowa Financial Group
Rhode Island
$1.61M +$4.16K +59 +0.3%
UWM
422
USAdvisors Wealth Management
Minnesota
$1.6M +$71.7K +1,017 +5%
PFMU
423
Privium Fund Management (UK)
United Kingdom
$1.59M +$1.59M +22,400 New
CBT
424
Central Bank & Trust
Kentucky
$1.58M +$128K +1,812 +9%
PWA
425
Primoris Wealth Advisors
Florida
$1.58M -$439K -6,222 -22%
15 16
17
18 19