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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 %
SI
476
Stephens Inc
Arkansas
$1.24M +$261K +3,704 +27%
LNC
477
Lincoln National Corp
Pennsylvania
$1.24M +$5.01K +71 +0.4%
CFG
478
Citizens Financial Group
Rhode Island
$1.24M +$29.1K +413 +2%
OIA
479
OneDigital Investment Advisors
Kansas
$1.24M +$242K +3,436 +24%
FTA
480
Financial & Tax Architects
Missouri
$1.23M -$200K -2,883 -14%
1SB
481
1ST Source Bank
Indiana
$1.23M -$34.4K -488 -3%
KOMWMG
482
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.22M +$35.9K +509 +3%
NFC
483
Northeast Financial Consultants
Connecticut
$1.2M – – –
QT
484
Quantbot Technologies
New York
$1.2M +$1.2M +17,025 New
AWM
485
Accel Wealth Management
Iowa
$1.2M -$121K -1,712 -9%
GLA
486
Good Life Advisors
Pennsylvania
$1.2M +$169K +2,399 +16%
FTUS
487
Flow Traders U.S.
New York
$1.2M +$1.2M +16,949 New
FCI
488
Financial Counselors Inc
Kansas
$1.18M -$70.2K -996 -6%
TCMP
489
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.18M +$215K +3,046 +22%
Wealthfront Advisers
490
Wealthfront Advisers
California
$1.17M +$407K +5,767 +53%
PWM
491
Penobscot Wealth Management
Maine
$1.14M +$249K +3,532 +28%
JCM
492
Jacobi Capital Management
Pennsylvania
$1.13M +$91.4K +1,297 +9%
CCA
493
Catalyst Capital Advisors
New York
$1.13M -$294K -4,175 -21%
AWA
494
Arkadios Wealth Advisors
Georgia
$1.13M +$184K +2,603 +19%
RMC
495
Regis Management Company
California
$1.12M – – –
CB
496
Centennial Bank
Arkansas
$1.12M +$1.12M +15,915 New
MIC
497
Meridian Investment Counsel
California
$1.12M – – –
RFC
498
Regions Financial Corp
Alabama
$1.11M +$66.2K +939 +6%
HCM
499
Highview Capital Management
Illinois
$1.11M +$1.11M +15,783 New
FMWA
500
Forvis Mazars Wealth Advisors
Missouri
$1.11M -$83.3K -1,182 -7%
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