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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 %
TPW
876
Transatlantique Private Wealth
New York
$247K +$247K +3,500 New
AIM
877
AHL Investment Management
Florida
$245K +$245K +3,482 New
SJIM
878
St. Johns Investment Management
Florida
$244K +$16.5K +234 +7%
OPA
879
Old Port Advisors
Maine
$241K -$11K -156 -4%
LA
880
Latitude Advisors
Florida
$241K +$241K +3,412 New
RBC
881
Romano Brothers & Co
Illinois
$240K -$22K -312 -8%
JAG
882
Journey Advisory Group
Kentucky
$240K -$176K -2,494 -42%
Financial Engines Advisors
883
Financial Engines Advisors
California
$240K -$1.62K -23 -0.7%
RFN
884
Redwood Financial Network
Ohio
$240K +$3.38K +48 +1%
GFS
885
GYL Financial Synergies
Connecticut
$239K -$33.8K -480 -12%
MTC
886
McDaniel Terry & Co
Texas
$238K +$238K +3,373 New
VCM
887
Vivaldi Capital Management
Illinois
$235K -$32K -448 -12%
Franklin Resources
888
Franklin Resources
California
$232K -$8.81K -125 -4%
LFG
889
Larson Financial Group
Missouri
$232K -$2.89K -41 -1%
Credit Agricole
890
Credit Agricole
France
$232K -$109K -1,552 -32%
IWP
891
Innova Wealth Partners
Pennsylvania
$231K -$4.34M -61,555 -95%
MA
892
MONECO Advisors
Connecticut
$231K +$231K +3,278 New
BCP
893
Blue Chip Partners
Michigan
$230K +$230K +3,264 New
3IP
894
3Chopt Investment Partners
Virginia
$230K +$230K +3,260 New
MSAGDF
895
Moneda SA Administradora General de Fondos
Chile
$230K – – –
BOTW
896
Bank of the West
California
$229K -$35.5K -503 -13%
ERIM
897
Eagle Ridge Investment Management
Connecticut
$228K – – –
LJAC
898
L.J. Altfest & Co
New York
$227K -$80.8K -1,147 -26%
HWM
899
HB Wealth Management
Georgia
$226K -$77.3K -1,096 -25%
BG
900
Benedetti & Gucer
Georgia
$226K +$226K +3,205 New
34 35
36
37 38