XLU icon

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 %
CCG
451
Cypress Capital Group
Florida
$1.36M +$175K +2,485 +15%
GJIA
452
Glass Jacobson Investment Advisors
Maryland
$1.36M +$1.36M +19,311 New
CW
453
CreativeOne Wealth
Kansas
$1.36M +$107K +1,514 +9%
NL
454
NWAM LLC
Washington
$1.36M -$153K -2,170 -10%
RFWA
455
RPg Family Wealth Advisory
Massachusetts
$1.35M +$1.35M +19,171 New
ACP
456
Aveo Capital Partners
Colorado
$1.34M -$1.82M -25,818 -58%
FWCM
457
Ferguson Wellman Capital Management
Oregon
$1.34M +$6.35K +90 +0.5%
PA
458
Parallel Advisors
California
$1.33M +$15.2K +216 +1%
OCPWS
459
One Charles Private Wealth Services
Massachusetts
$1.33M +$177K +2,512 +15%
M&T Bank
460
M&T Bank
New York
$1.33M -$88.1K -1,249 -6%
SG
461
StoneX Group
New York
$1.33M +$210K +2,983 +19%
PFSC
462
Peoples Financial Services Corp
Pennsylvania
$1.32M +$138K +1,954 +12%
OLVIG
463
Oliver Lagore Vanvalin Investment Group
Michigan
$1.32M +$357K +5,068 +37%
SFS
464
Solitude Financial Services
Virginia
$1.32M +$31K +440 +2%
MPW
465
MGO Private Wealth
California
$1.31M -$290K -4,120 -18%
RF
466
Resolute Financial
Massachusetts
$1.31M -$1.97K -28 -0.2%
D
467
Diversified
Delaware
$1.3M -$78.3K -1,111 -6%
IGWM
468
ICA Group Wealth Management
Colorado
$1.29M +$723K +10,460 +127%
NPT
469
Nixon Peabody Trust
Massachusetts
$1.29M +$69.3K +983 +6%
LBC
470
Lawrence B. Cohen
$1.28M +$108K +1,533 +9%
FHA
471
First Horizon Advisors
Tennessee
$1.28M +$80.9K +1,148 +7%
TFGT
472
TS Financial Group (TSFG)
Illinois
$1.27M -$101K -1,431 -7%
1IA
473
1834 Investment Advisors
Wisconsin
$1.26M -$159K -2,252 -11%
EWA
474
EP Wealth Advisors
California
$1.25M +$1.25M +17,792 New
SDAM
475
Shulman DeMeo Asset Management
New York
$1.25M -$916 -13 -0.1%
17 18
19
20 21