XLU icon

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 %
LJCM
851
Lee Johnson Capital Management
Texas
$271K +$7.9K +112 +3%
PA
852
Pinnacle Associates
New York
$271K +$15.2K +215 +6%
WA
853
Wambolt & Associates
Colorado
$270K -$6.49K -92 -2%
SMC
854
Smith, Moore & Co
Missouri
$269K -$21.1K -300 -7%
SCFS
855
S.C. Financial Services
Arizona
$268K -$17.1K -243 -6%
SSWM
856
Strait & Sound Wealth Management
California
$266K +$266K +3,741 New
PT
857
Plimoth Trust
Massachusetts
$265K +$265K +3,763 New
CCB
858
Country Club Bank
Missouri
$263K – – –
SGK
859
Steigerwald Gordon & Koch
Virginia
$262K +$10.6K +151 +4%
ATC
860
Adirondack Trust Company
New York
$261K – – –
MF
861
Meridian Financial
Massachusetts
$261K – – –
BMCM
862
Bryn Mawr Capital Management
Pennsylvania
$260K – – –
AFS
863
Access Financial Services
Minnesota
$260K +$260K +3,683 New
MIM
864
MTM Investment Management
South Carolina
$260K +$1.9K +27 +0.7%
VCP
865
Verus Capital Partners
Arizona
$259K +$259K +3,679 New
GCA
866
Greenwood Capital Associates
South Carolina
$258K – – –
TI
867
Tidal Investments
Wisconsin
$258K -$50.5K -715 -16%
NCM
868
NCM Capital Management
New Jersey
$258K +$70 +1 +0%
CB
869
Community Bank
New York
$255K – – –
TPCW
870
TD Private Client Wealth
New York
$254K -$465K -6,590 -65%
CCM
871
Chilton Capital Management
Texas
$253K +$5.92K +84 +2%
PSF
872
Pacific Sun Financial
California
$253K -$5.29K -75 -2%
CT
873
Coastline Trust
Rhode Island
$251K -$31.7K -450 -11%
AAS
874
Annex Advisory Services
Wisconsin
$251K +$251K +3,560 New
OWA
875
Outlook Wealth Advisors
Texas
$251K +$8.74K +124 +4%
33 34
35
36 37