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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
Bank of Nova Scotia
Ontario, Canada
$226M
2
N
Natixis
France
$140M
3
Morgan Stanley
Morgan Stanley
New York
$974M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$309M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$62M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$152M
2
Jane Street
Jane Street
New York
$51.4M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$65.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.9M
5
Citigroup
Citigroup
New York
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
601
Tyler-Stone Wealth Management
Ohio
$749K +$5.5K +78 +0.7%
PCMF
602
Private Capital Management (Florida)
Florida
$747K +$26.4K +374 +4%
MPCG
603
Matrix Private Capital Group
New York
$729K -$9.17K -130 -1%
W
604
WealthOne
New York
$725K +$144K +2,037 +25%
SWM
605
SeaCrest Wealth Management
New York
$724K +$148K +2,102 +26%
CPO
606
Cerity Partners OCIO
New York
$723K +$723K +10,254 New
PIA
607
Powell Investment Advisors
Florida
$722K +$1.69K +24 +0.2%
SC
608
Scotia Capital
Ontario, Canada
$716K +$55.8K +792 +8%
RVPG
609
Relative Value Partners Group
$716K -$6.56K -93 -0.9%
SFP
610
Shepherd Financial Partners
Massachusetts
$715K -$1.9K -27 -0.3%
SC
611
Stolper & Co
Oklahoma
$714K -$31.5K -447 -4%
CFS
612
CRA Financial Services
New Jersey
$713K – – –
TYCC
613
Texas Yale Capital Corp
Florida
$710K – – –
MSAM
614
Moloney Securities Asset Management
Missouri
$706K -$10.5K -149 -1%
SIC
615
Salem Investment Counselors
North Carolina
$705K – – –
TC
616
Titleist Capital
Texas
$704K +$42.5K +603 +6%
CWM
617
Chesapeake Wealth Management
Virginia
$701K +$635 +9 +0.1%
ACA
618
Atlas Capital Advisors
Wyoming
$697K -$474K -6,724 -40%
WANY
619
Wealthspire Advisors (New York)
New York
$696K +$129K +1,835 +23%
MAM
620
MMA Asset Management
Pennsylvania
$696K +$26.2K +372 +4%
MW
621
Marcum Wealth
Ohio
$690K +$176K +2,490 +34%
WP
622
WealthShield Partners
North Carolina
$690K +$987 +14 +0.1%
JIP
623
Jaffetilchin Investment Partners
Florida
$688K +$238K +3,378 +53%
DCM
624
Donaldson Capital Management
Indiana
$680K +$680K +9,652 New
PVH
625
Psagot Value Holdings
Israel
$676K +$32K +454 +5%
23 24
25
26 27