XLU icon

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 %
BAM
751
Berkshire Asset Management
Pennsylvania
$623K – – –
PMG
752
ProVise Management Group
Florida
$621K +$219K +2,713 +54%
KWM
753
Keebeck Wealth Management
Illinois
$617K -$9.77K -121 -2%
CW
754
Cooksen Wealth
Texas
$616K +$18.7K +231 +3%
CPIG
755
Chicago Partners Investment Group
Illinois
$615K +$164 +2 +0%
TSS
756
Two Sigma Securities
New York
$612K -$26.1K -323 -4%
MCM
757
Maple Capital Management
Vermont
$608K -$20.6K -255 -3%
PBK
758
Peoples Bank (Kansas)
Kansas
$607K – – –
CWM
759
Connecticut Wealth Management
Connecticut
$606K – – –
DP
760
Dearborn Partners
Illinois
$605K +$56.5K +700 +10%
MSWM
761
McGlone Suttner Wealth Management
Wisconsin
$604K -$387K -4,795 -39%
RCAG
762
Rehmann Capital Advisory Group
Michigan
$598K -$17.9K -222 -3%
ACGA
763
Atlanta Consulting Group Advisors
Georgia
$597K +$597K +7,386 New
WA
764
WealthTrust Axiom
Pennsylvania
$596K -$8K -99 -1%
Northwestern Mutual Wealth Management
765
Northwestern Mutual Wealth Management
Wisconsin
$593K +$151K +1,875 +34%
SFG
766
Sovereign Financial Group
Connecticut
$591K +$60.3K +746 +11%
LSA
767
Lion Street Advisors
Texas
$590K +$36.7K +454 +7%
GT
768
Greenleaf Trust
Michigan
$585K -$107K -1,325 -15%
CWM
769
Chemistry Wealth Management
New York
$581K +$80.9K +1,001 +16%
JGUA
770
John G. Ullman & Associates
New York
$578K +$31.5K +390 +6%
CIS
771
Custom Index Systems
New York
$578K +$578K +7,152 New
OC
772
Oakworth Capital
Alabama
$573K +$514K +6,368 +878%
BOM
773
Bank of Marin
California
$573K +$48K +594 +9%
BCM
774
Basso Capital Management
Connecticut
$569K +$569K +7,050 New
PSIWM
775
Paradigm Strategies in Wealth Management
Minnesota
$566K -$22K -272 -4%
29 30
31
32 33