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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.

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
SCB
2
Saudi Central Bank
Saudi Arabia
$189M
3
N
3
Natixis
France
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$974M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$309M

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 Market Value Shares Shares
Change 		Shares
Change %
RA
26
Rational Advisors
New York
$72.7M 1,031,357 -61,357 -6%
RBA
27
Richard Bernstein Advisors
New York
$68.5M 971,961 +9,308 +1%
MIFH
28
Migdal Insurance & Financial Holdings
Israel
$65.3M 926,855 -2,540,977 -73%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$63.8M 905,321 -143,966 -14%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$62M 879,606 +874,236 +16,280%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$60M 850,575 – –
Jane Street
32
Jane Street
New York
$51.4M 729,488 -2,797,034 -79%
Stifel Financial
33
Stifel Financial
Missouri
$47.7M 676,858 +85,370 +14%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$47.6M 675,624 +37,274 +6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$46.5M 658,999 -88,900 -12%
BlackRock
36
BlackRock
New York
$46.1M 653,790 +11,796 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$41.3M 585,302 -36,137 -6%
MSRPS
38
Maryland State Retirement & Pension System
Maryland
$40.1M 568,263 +568,263 New
US Bancorp
39
US Bancorp
Minnesota
$40M 567,837 +84,713 +18%
HCM
40
Hilton Capital Management
New York
$39.6M 604,956 – –
MML Investors Services
41
MML Investors Services
Massachusetts
$39.2M 556,454 -2,691 -0.5%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$39.2M 555,453 +126,483 +29%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$38.7M 548,453 +239,271 +77%
Victory Capital Management
44
Victory Capital Management
Texas
$37.4M 529,912 +134,319 +34%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$36.7M 520,901 -62,641 -11%
Wolverine Trading
46
Wolverine Trading
Illinois
$36.2M 513,403 +1,676 +0.3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$35.4M 502,741 +32,095 +7%
MIH
48
Meitav Investment House
Israel
$30.7M 430,781 +2,006 +0.5%
Citadel Advisors
49
Citadel Advisors
Florida
$28.8M 408,876 -433,016 -51%
AWS
50
Atria Wealth Solutions
New York
$28.4M 402,648 -7,403 -2%
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