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State Street Utilities Select Sector SPDR ETF

1,054 hedge funds and large institutions have $11.4B invested in State Street Utilities Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 406 increasing their positions, 286 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 81

84% more funds holding in top 10

Funds holding in top 10: 1935 (+16)

42% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 286

7% more funds holding

Funds holding: 9861,054 (+68)

6% more capital invested

Capital invested by funds: $10.7B → $11.4B (+$640M)

8.44% less ownership

Funds ownership: 162.74%154.3% (-8.4%)

59% less call options, than puts

Call options by funds: $867M | Put options by funds: $2.09B

Holders
1,054
Holders Change
+68
Holders Change %
+6.9%
% of All Funds
16.62%
Holding in Top 10
35
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+84.21%
% of All Funds
0.55%
New
159
Increased
406
Reduced
286
Closed
81
Calls
$867M
Puts
$2.09B
Net Calls
-$1.23B
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$48.4M +$14.4M +416,538 +47%
RJA
27
Raymond James & Associates
Florida
$45.2M +$4.63M +133,492 +12%
RBA
28
Richard Bernstein Advisors
New York
$44M +$41.1M +1,186,110 +2,372,220%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$43.5M +$21.3M +614,054 +111%
Stifel Financial
30
Stifel Financial
Missouri
$39.2M +$14.1M +407,266 +63%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$37.3M -$34.6M -998,684 -50%
HCM
32
Hilton Capital Management
New York
$36.6M +$34.1M +983,330 New
FWIA
33
Fort Washington Investment Advisors
Ohio
$36M
US Bancorp
34
US Bancorp
Minnesota
$34.5M -$1.82M -52,472 -5%
SGI
35
Swan Global Investments
Colorado
$30M -$560K -16,154 -2%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$29.7M +$1.47M +42,292 +6%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$29.6M +$743K +21,444 +3%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$29.3M +$3.92M +113,000 +17%
Truist Financial
39
Truist Financial
North Carolina
$26.5M +$5.1M +147,036 +26%
V
40
Veritable
Delaware
$24.5M +$763 +22 +0%
TC
41
Trilogy Capital
California
$23.9M +$22.2M +641,420 New
CTB
42
Country Trust Bank
Illinois
$23.1M -$5.49M -158,228 -20%
CIBC Asset Management
43
CIBC Asset Management
Ontario, Canada
$22.7M +$21.1M +609,668 New
CTI
44
Community Trust & Investment
Kentucky
$22.7M -$7.49K -216 -0%
CFA
45
Camarda Financial Advisors
Florida
$22.2M +$20.7M +596,184 New
Northern Trust
46
Northern Trust
Illinois
$21.5M +$294K +8,470 +1%
FMLI
47
Fukoku Mutual Life Insurance
Japan
$19.9M
HighTower Advisors
48
HighTower Advisors
Illinois
$19.7M +$4.78M +137,858 +35%
CAN
49
Cetera Advisor Networks
California
$19.7M +$9M +259,474 +96%
BA
50
Bellwether Advisors
Nebraska
$19.1M -$4.74M -136,748 -21%

XLU Hedge Fund Activity: Q1 2022 in Review

1,054 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2022, worth a combined $11.4B — up 6% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new XLU positions and 81 closed out — a net gain of 78 holders — while 406 added to existing stakes and 286 trimmed.

The largest buyer was Bank of America, adding an estimated $482M. The largest seller was Prudential plc, cutting an estimated $421M.

  • 1,054 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2022, up from 986 in Q4 2021.
  • Funds reported $11.4B of State Street Utilities Select Sector SPDR ETF stock for Q1 2022, up 6% quarter-over-quarter.
  • 159 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2022 and 81 closed out, a net change of +78 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2022 was Bank of America, an estimated $482M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2022 was Prudential plc, an estimated $421M sold.

Based on aggregated 13F filings for Q1 2022.