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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,293 hedge funds and large institutions have $13.6B invested in Utilities Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 505 increasing their positions, 398 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.7%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.71%
New
202
Increased
505
Reduced
398
Closed
83
Calls
$1.1B
Puts
$3.47B
Net Calls
-$2.37B
Net Calls Change
-$1.86B

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$282M
2
MMH
Menora Mivtachim Holdings
Israel
+$275M
3
Bessemer Group
Bessemer Group
New Jersey
+$271M
4
Morgan Stanley
Morgan Stanley
New York
+$232M
5
EIM
Elliott Investment Management
Florida
+$118M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$233M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$189M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
4
SAM
Silvercrest Asset Management
New York
-$111M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
701
Tradition Wealth Management
Minnesota
$734K +$404 +5 +0.1%
MLM
702
Mount Lucas Management
Pennsylvania
$730K -$14.9K -184 -2%
KP
703
Keel Point
Alabama
$729K +$9.53K +118 +1%
MAM
704
MWA Asset Management
Massachusetts
$727K +$20.6K +255 +3%
MMG
705
Monetary Management Group
Missouri
$725K – – –
ACM
706
Allred Capital Management
Texas
$724K +$1.45K +18 +0.2%
HAS
707
HBW Advisory Services
California
$723K +$181K +2,239 +33%
KA
708
Kovack Advisors
Florida
$722K +$56.7K +702 +9%
WPC
709
White Pine Capital
Minnesota
$715K +$2.02K +25 +0.3%
MGIA
710
Matthew Goff Investment Advisor
Texas
$713K +$485 +6 +0.1%
CA
711
Carson Advisory
Georgia
$712K +$30.6K +379 +4%
TW
712
Transform Wealth
Colorado
$707K -$18.6K -230 -3%
TA
713
TrueWealth Advisors
Alabama
$703K -$86.6K -1,072 -11%
LCM
714
Lunt Capital Management
Utah
$699K +$699K +8,658 New
RIL
715
Rothschild Investment LLC
Illinois
$699K – – –
EFL
716
ERn Financial LLC
Wisconsin
$698K -$17.8K -220 -2%
JHCP
717
Jackson Hole Capital Partners
Oklahoma
$696K +$60.7K +751 +10%
EIA
718
Eldridge Investment Advisors
New Hampshire
$691K – – –
TWP
719
Tyche Wealth Partners
Texas
$689K +$2.1K +26 +0.3%
RWP
720
RWA Wealth Partners
Massachusetts
$688K +$162 +2 +0%
CGH
721
CMG Global Holdings
Texas
$686K -$11.7K -145 -2%
Allianz Asset Management
722
Allianz Asset Management
Germany
$679K +$679K +8,400 New
PCMH
723
Polymer Capital Management (HK)
Hong Kong
$677K +$677K +8,384 New
MFIM
724
Mesirow Financial Investment Management
Illinois
$676K -$122K -1,506 -15%
SW
725
SteelPeak Wealth
California
$676K -$6.11M -75,668 -90%
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