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 %
CA
826
Cornerstone Advisors
North Carolina
$460K +$460K +5,700 New
NC
827
NovaPoint Capital
Georgia
$458K +$162 +2 +0%
FPW
828
Flagship Private Wealth
Massachusetts
$457K +$457K +5,661 New
Betterment LLC
829
Betterment LLC
New York
$452K -$5.17K -64 -1%
TNB
830
Thomasville National Bank
Georgia
$452K – – –
VFA
831
Valeo Financial Advisors
Indiana
$450K +$73.2K +906 +19%
Franklin Resources
832
Franklin Resources
California
$448K -$3.29K -41 -0.7%
BSB
833
Bangor Savings Bank
Maine
$444K -$6.95K -86 -2%
RAG
834
RIA Advisory Group
Iowa
$441K +$441K +5,456 New
WTC
835
WhitTier Trust Company
Nevada
$440K – – –
TMWM
836
Taylor & Morgan Wealth Management
Michigan
$437K +$2.99K +37 +0.7%
LA
837
LexAurum Advisors
Kansas
$434K +$48.5K +600 +13%
AAA
838
American Alpha Advisors
New York
$433K +$433K +5,365 New
ICP
839
Interchange Capital Partners
Pennsylvania
$432K -$8.56K -106 -2%
BMCM
840
Bryn Mawr Capital Management
Pennsylvania
$423K +$113K +1,395 +36%
CFD
841
Creative Financial Designs
Indiana
$421K +$33.9K +420 +9%
CL
842
Choreo LLC
Illinois
$421K +$17.3K +213 +4%
HFA
843
High Falls Advisors
New York
$419K +$49K +606 +13%
CC
844
Constitution Capital
Connecticut
$417K +$24.6K +305 +6%
ST
845
Spinnaker Trust
Maine
$416K – – –
SSWM
846
Strait & Sound Wealth Management
California
$416K -$716K -8,867 -63%
BWM
847
Birchcreek Wealth Management
Ohio
$416K -$696K -8,617 -63%
FIM
848
FWL Investment Management
Texas
$413K +$156K +1,935 +61%
AFA
849
American Financial Advisors
Georgia
$412K +$17K +210 +4%
HBW
850
Hazlett, Burt & Watson
West Virginia
$412K +$54.4K +675 +15%
32 33
34
35 36