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 %
MAG
626
M3 Advisory Group
Massachusetts
$550K +$550K +8,684 New
PTP
627
Platform Technology Partners
New York
$547K +$206K +3,386 +61%
TA
628
TrueWealth Advisors
Alabama
$546K +$75.4K +1,190 +16%
MS
629
Maven Securities
Jersey
$544K +$544K +8,586 New
GT
630
Greenleaf Trust
Michigan
$543K -$47.9K -756 -8%
WCM
631
Windsor Capital Management
Arizona
$542K +$2.22K +35 +0.4%
CPRC
632
Consolidated Portfolio Review Corp
New York
$534K +$290K +4,584 +119%
WB
633
WesBanco Bank
West Virginia
$530K -$1.04M -16,356 -66%
CGH
634
CMG Global Holdings
Texas
$530K – – –
OCM
635
Objective Capital Management
Ohio
$528K +$34.1K +538 +7%
CTA
636
Camelot Technology Advisors
California
$528K +$528K +8,337 New
KP
637
Keel Point
Alabama
$527K +$4.12K +65 +0.8%
EFL
638
ERn Financial LLC
Wisconsin
$526K +$526K +8,614 New
MAM
639
MWA Asset Management
Massachusetts
$524K +$109K +1,715 +26%
DCM
640
Donaldson Capital Management
Indiana
$524K +$524K +8,269 New
CAL
641
Capital Analysts LLC
Pennsylvania
$523K +$1.01K +16 +0.2%
MFIM
642
Mesirow Financial Investment Management
Illinois
$522K +$522K +8,235 New
TSS
643
Two Sigma Securities
New York
$519K +$292K +4,611 +128%
HI
644
Horizon Investments
North Carolina
$518K -$393K -6,202 -43%
FNBOH
645
First National Bank of Hutchinson
Kansas
$515K -$7.73K -122 -1%
CA
646
Carson Advisory
Georgia
$512K +$512K +8,087 New
SL
647
Salomon & Ludwin
Virginia
$510K – – –
JHCP
648
Jackson Hole Capital Partners
Oklahoma
$509K +$38.2K +603 +8%
SA
649
Strategic Advisors
New York
$509K +$151K +2,391 +42%
EIA
650
Eldridge Investment Advisors
New Hampshire
$509K – – –
24 25
26
27 28