XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,144 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 387 increasing their positions, 395 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+84
Holders Change %
+7.92%
% of All Funds
16.77%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
215
Increased
387
Reduced
395
Closed
112
Calls
$1.16B
Puts
$1.95B
Net Calls
-$789M
Net Calls Change
-$633M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$643M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$217M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$169M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
UBS Group
UBS Group
Switzerland
+$93.1M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$204M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$195M
3
QFA
Quattro Financial Advisors
Texas
-$163M
4
Jane Street
Jane Street
New York
-$146M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
601
Tranquility Partners
Tennessee
$622K -$144K -2,274 -19%
PE
602
Point72 Europe
United Kingdom
$622K +$622K +9,828 New
KA
603
Kovack Advisors
Florida
$619K +$24.8K +392 +4%
IHL
604
Investment House LLC
California
$617K -$193K -3,048 -24%
TWP
605
Tyche Wealth Partners
Texas
$611K +$611K +9,651 New
SIC
606
Salem Investment Counselors
North Carolina
$605K – – –
TWM
607
Tradition Wealth Management
Minnesota
$601K +$255K +4,023 +74%
BB
608
Burford Brothers
Texas
$599K +$599K +9,461 New
MC
609
Moors & Cabot
Massachusetts
$594K +$3.23K +51 +0.5%
RCAG
610
Rehmann Capital Advisory Group
Michigan
$590K +$633 +10 +0.1%
KWM
611
Keebeck Wealth Management
Illinois
$589K -$111K -1,750 -16%
SWM
612
Stockman Wealth Management
Montana
$584K -$50.9K -803 -8%
WTG
613
West Tower Group
Virginia
$583K +$583K +9,201 New
EAM
614
Evanson Asset Management
California
$582K +$2.98K +47 +0.5%
SC
615
Stolper & Co
Oklahoma
$580K +$8.81K +139 +2%
DI
616
Diligent Investors
California
$580K +$30.1K +476 +5%
WP
617
WealthSource Partners
California
$577K +$90K +1,421 +18%
BIA
618
Barry Investment Advisors
Massachusetts
$576K +$12.3K +194 +2%
PA
619
PSI Advisors
Florida
$574K +$468K +7,398 +443%
Legal & General Group
620
Legal & General Group
United Kingdom
$574K -$339K -5,350 -37%
ML
621
McAdam LLC
Pennsylvania
$569K +$2.41K +38 +0.4%
AIM
622
AHL Investment Management
Florida
$562K – – –
OIA
623
OneDigital Investment Advisors
Kansas
$560K -$625K -9,867 -53%
JCFM
624
JBR Co Financial Management
Oklahoma
$556K +$556K +8,785 New
WPC
625
White Pine Capital
Minnesota
$553K – – –
23 24
25
26 27