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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 %
MFG
551
Magnus Financial Group
New York
$911K -$11.8K -168 -1%
JIC
552
Johnson Investment Counsel
Ohio
$910K +$206K +2,920 +29%
CAAS
553
Capital Asset Advisory Services
Michigan
$906K -$99.6K -1,413 -10%
MSWM
554
McGlone Suttner Wealth Management
Wisconsin
$903K +$903K +12,814 New
AF
555
Apexium Financial
Texas
$903K +$12.5K +178 +1%
PTC
556
Private Trust Company
Ohio
$902K -$12.5K -177 -1%
MMA
557
Miracle Mile Advisors
California
$901K +$901K +12,775 New
CA
558
Claro Advisors
Massachusetts
$894K +$21.6K +306 +2%
GT
559
Glenview Trust
Kentucky
$892K +$497K +7,052 +126%
AAM
560
Alphadyne Asset Management
New York
$891K +$98.3K +1,394 +12%
RSWM
561
Robertson Stephens Wealth Management
California
$891K -$101K -1,430 -10%
SG
562
Sharper & Granite
California
$890K +$890K +12,630 New
DBIA
563
Dumont & Blake Investment Advisors
New Jersey
$884K -$21.2K -300 -2%
RCAG
564
Rehmann Capital Advisory Group
Michigan
$876K +$5.57K +79 +0.6%
LMKC
565
L.M. Kohn & Company
Ohio
$869K +$31.8K +451 +4%
NFSG
566
Newbridge Financial Services Group
Florida
$866K +$186K +2,635 +27%
TSWM
567
Triangle Securities Wealth Management
North Carolina
$864K -$26.4K -375 -3%
MWPCG
568
Measured Wealth Private Client Group
New Hampshire
$863K -$3.67M -52,109 -81%
TFA
569
Teamwork Financial Advisors
Texas
$857K +$216K +3,058 +34%
GDP
570
Great Diamond Partners
Maine
$853K +$853K +12,101 New
KA
571
Kercheville Advisors
Texas
$853K -$233K -3,300 -21%
JGIA
572
Jackson Grant Investment Advisers
Connecticut
$847K +$4.51K +64 +0.5%
STC
573
Sarah T. Connolly
$845K +$56.1K +796 +7%
AG
574
Ascent Group
Virginia
$844K +$64.2K +910 +8%
SSW
575
Stone Summit Wealth
Florida
$841K +$96.9K +1,375 +13%
21 22
23
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