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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 %
GT
651
Greenleaf Trust
Michigan
$580K -$13.4K -190 -2%
FNBOH
652
First National Bank of Hutchinson
Kansas
$578K -$12.1K -172 -2%
HH
653
HWG Holdings
Texas
$576K -$220K -3,113 -28%
EC
654
Elequin Capital
New York
$572K +$572K +8,120 New
CIM
655
Contravisory Investment Management
Massachusetts
$571K +$51K +723 +10%
UIA
656
UG Investment Advisers
Taiwan
$564K +$564K +8,000 New
DLHL
657
Donald L. Hagan LLC
Florida
$561K +$185K +2,620 +49%
CA
658
Calton & Associates
Florida
$558K +$112K +1,582 +25%
AMC
659
Asset Management Corp
Illinois
$555K +$52.3K +742 +10%
ARC
660
Advisor Resource Council
Texas
$553K -$662K -9,394 -54%
SYBT
661
Stock Yards Bank & Trust
Kentucky
$550K -$48.1K -682 -8%
EWM
662
Endurance Wealth Management
Rhode Island
$547K +$11.5K +163 +2%
SG
663
Stonnington Group
California
$547K -$13.2K -185 -2%
RIA
664
Realta Investment Advisors
Delaware
$545K -$34.3K -486 -6%
GWM
665
Geneos Wealth Management
Colorado
$544K -$696K -9,875 -56%
ICP
666
Interchange Capital Partners
Pennsylvania
$540K +$131K +1,861 +32%
APW
667
Aurora Private Wealth
New Jersey
$539K -$178K -2,524 -25%
FFA
668
Fairfield Financial Advisors
Massachusetts
$535K +$85.1K +1,207 +19%
JHCP
669
Jackson Hole Capital Partners
Oklahoma
$531K -$6.28K -89 -1%
BBP
670
Banco BTG Pactual
Brazil
$531K -$333K -4,730 -39%
EL
671
Essex LLC
Illinois
$531K +$22.9K +325 +5%
NWMG
672
National Wealth Management Group
Ohio
$526K -$5.22K -74 -1%
KFGK
673
Keystone Financial Group (Kentucky)
Kentucky
$523K +$74.4K +1,055 +17%
HI
674
Harper Investing
California
$522K -$720K -10,206 -58%
EP
675
Edgestream Partners
New Jersey
$521K +$104K +1,469 +25%
25 26
27
28 29