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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 %
WIM
926
WealthPlan Investment Management
Nebraska
$209K – – –
RC
927
Rovin Capital
Arizona
$208K -$12.7K -180 -6%
WP
928
WealthPLAN Partners
Nebraska
$208K +$208K +3,062 New
AG
929
Appleton Group
Wisconsin
$208K +$208K +2,944 New
LP
930
LGL Partners
Pennsylvania
$207K +$207K +2,940 New
QC
931
QCM Cayman
Texas
$207K -$40K -567 -16%
CWM
932
Congress Wealth Management
Massachusetts
$206K -$88.2K -1,251 -30%
JWBC
933
J.W. Burns & Co
New York
$205K +$205K +2,901 New
TI
934
Trexquant Investment
Connecticut
$202K +$202K +2,868 New
PIM
935
Penobscot Investment Management
Massachusetts
$202K +$202K +2,863 New
NSIM
936
North Star Investment Management
Illinois
$201K -$6.77K -96 -3%
RFG
937
Range Financial Group
Oregon
$201K +$201K +2,844 New
TFS
938
TrustCore Financial Services
Tennessee
$198K +$44.1K +625 +29%
CNBTD
939
Citizens National Bank Trust Department
Mississippi
$192K – – –
PP
940
Pacifica Partners
Canada
$190K – – –
PCM
941
Penserra Capital Management
California
$184K -$9.44K -134 -5%
LWP
942
Lumature Wealth Partners
Georgia
$181K -$39.6K -561 -18%
UB
943
UMB Bank
Missouri
$177K -$100K -1,420 -36%
HB
944
Horizon Bancorp
Indiana
$167K +$167K +2,366 New
Bessemer Group
945
Bessemer Group
New Jersey
$165K -$198K -2,811 -55%
GC
946
Garde Capital
Washington
$160K – – –
RG
947
Retirement Group
California
$158K +$118K +1,674 +294%
TCM
948
TD Capital Management
Tennessee
$157K +$211 +3 +0.1%
GEA
949
Glen Eagle Advisors
New Jersey
$157K -$6.56K -93 -4%
HBT
950
Hills Bank & Trust
Iowa
$153K – – –
36 37
38
39 40