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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 %
VFA
801
Valeo Financial Advisors
Indiana
$310K +$10.3K +146 +3%
ICG
802
InterOcean Capital Group
Tennessee
$308K -$17.2K -244 -5%
NFG
803
Nations Financial Group
Iowa
$308K +$423 +6 +0.1%
IFWM
804
Institute for Wealth Management
Colorado
$307K +$7.12K +101 +2%
VFG
805
V2 Financial group
Illinois
$306K – – –
FFA
806
Farther Finance Advisors
California
$306K +$306K +4,334 New
HBW
807
Hazlett, Burt & Watson
West Virginia
$304K – – –
ACM
808
Advance Capital Management
Michigan
$303K – – –
HSBC Holdings
809
HSBC Holdings
United Kingdom
$303K +$32.6K +462 +12%
BA
810
Bridge Advisory
California
$302K +$6.2K +88 +2%
OBWG
811
Onyx Bridge Wealth Group
New York
$301K -$4.59M -64,638 -94%
MSFS
812
Main Street Financial Solutions
Pennsylvania
$301K -$73.7K -1,045 -20%
EA
813
Ellsworth Advisors
Ohio
$301K +$8.55K +123 +3%
FAT
814
First American Trust
California
$299K -$42.9K -608 -13%
EB
815
Eastern Bank
Massachusetts
$299K +$299K +4,238 New
ZCM
816
Ziegler Capital Management
Illinois
$298K – – –
RWP
817
Ridgecrest Wealth Partners
California
$298K – – –
AIP
818
ARS Investment Partners
New York
$296K +$2.61K +37 +0.9%
MC
819
Mathes Company
New York
$296K – – –
JGGDR
820
JGP Global Gestao de Recursos
Brazil
$292K +$292K +4,144 New
MA
821
MKT Advisors
California
$292K -$7.64K -106 -3%
SAM
822
Sawgrass Asset Management
Florida
$292K +$21.4K +303 +8%
EA
823
Eudaimonia Advisors
Tennessee
$291K – – –
PP
824
Patron Partners
Texas
$290K -$10.9K -155 -4%
WTB
825
Washington Trust Bank
Washington
$290K – – –
31 32
33
34 35