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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.

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
SCB
2
Saudi Central Bank
Saudi Arabia
$189M
3
N
3
Natixis
France
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$974M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$309M

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 Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$27.1M 384,770 +179,899 +88%
Northern Trust
52
Northern Trust
Illinois
$25.4M 359,703 +73,308 +26%
AWM
53
AE Wealth Management
Kansas
$25.3M 359,305 +97,087 +37%
SGI
54
Swan Global Investments
Colorado
$24.9M 353,245 -22,719 -6%
JCM
55
Janney Capital Management
Pennsylvania
$24.5M 347,545 -13,371 -4%
Lido Advisors
56
Lido Advisors
California
$24.3M 344,411 +27,089 +9%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$24M 340,023 +82,870 +32%
HIMCH
58
Hartford Investment Management Co (HIMCO)
Connecticut
$23.8M 337,932 +337,932 New
AA
59
ALPS Advisors
Colorado
$23.6M 334,675 -16,982 -5%
CAN
60
Cetera Advisor Networks
California
$23.3M 330,128 -68,786 -17%
BA
61
Bellwether Advisors
Nebraska
$22.7M 321,953 -29,534 -8%
SP
62
Symmetry Partners
Connecticut
$22.7M 321,412 +42,844 +15%
HighTower Advisors
63
HighTower Advisors
Illinois
$22.4M 318,005 -2,389 -0.7%
BCM
64
Brookstone Capital Management
Illinois
$22.1M 311,611 +205,177 +193%
V
65
Veritable
Delaware
$21.6M 306,799 -2,999 -1%
IA
66
IFP Advisors
Florida
$21.4M 513,595 +198,616 +63%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$20.3M 288,390 -226,133 -44%
CTI
68
Community Trust & Investment
Kentucky
$20.1M 284,546 -3,863 -1%
FMLI
69
Fukoku Mutual Life Insurance
Japan
$19.7M 280,000 – –
SG Americas Securities
70
SG Americas Securities
New York
$19.3M 274,212 +131,341 +92%
OC
71
Oakworth Capital
Alabama
$19.3M 273,708 -14,269 -5%
KAS
72
Kestra Advisory Services
Texas
$18.7M 265,729 +28,323 +12%
PCIA
73
Prime Capital Investment Advisors
Kansas
$18M 255,368 +128,372 +101%
Simplex Trading
74
Simplex Trading
Illinois
$17.8M 252,577 +252,577 New
AWM
75
Abound Wealth Management
Tennessee
$17.8M 251,814 -3,031 -1%
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