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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 %
FUBT
926
First United Bank & Trust
Maryland
$319K -$889 -11 -0.3%
OSAM
927
O'Shaughnessy Asset Management
Connecticut
$316K +$44.1K +549 +16%
CA
928
Continuum Advisory
Idaho
$316K +$47.2K +605 +18%
NFG
929
Nations Financial Group
Iowa
$315K +$315K +3,900 New
VFG
930
V2 Financial group
Illinois
$315K – – –
RFN
931
Redwood Financial Network
Ohio
$314K +$24.5K +303 +8%
SWP
932
Strategic Wealth Partners
Ohio
$313K +$21.6K +268 +7%
PAI
933
Pittenger & Anderson Inc
Nebraska
$312K -$12.1K -150 -4%
RBC
934
Romano Brothers & Co
Illinois
$312K +$81 +1 +0%
HTC
935
Haverford Trust Company
Pennsylvania
$311K +$10.1K +125 +3%
KCM
936
Kanawha Capital Management
Virginia
$311K – – –
RIG
937
RiverFront Investment Group
Virginia
$308K – – –
CKAIS
938
Christensen King & Associates Investment Services
Washington
$308K -$17.4K -215 -5%
AFP
939
Ausdal Financial Partners
Iowa
$308K +$50.5K +625 +20%
PA
940
Pinnacle Associates
New York
$307K -$9.56K -151 -3%
VAG
941
VisionPoint Advisory Group
Texas
$306K -$1.54K -19 -0.5%
BAAM
942
Baker Avenue Asset Management
California
$306K +$306K +3,787 New
USB
943
Union Savings Bank
Connecticut
$306K – – –
UF
944
Univest Financial
Pennsylvania
$305K +$305K +3,776 New
UAG
945
United Advisor Group
Ohio
$305K +$305K +3,773 New
WEG
946
World Equity Group
Illinois
$305K +$25.5K +316 +9%
BBA
947
BLB&B Advisors
Pennsylvania
$304K -$83.4K -1,032 -22%
CICC
948
Capital Investment Counsel (Colorado)
Colorado
$302K +$302K +3,744 New
SWP
949
Summit Wealth Partners
Florida
$302K +$302K +3,741 New
WGC
950
Watts Gwilliam & Co
Arizona
$301K +$301K +3,787 New
36 37
38
39 40