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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AIM
951
Acropolis Investment Management
Missouri
$152K 2,159 +106 +5%
AP
952
Advisors Preferred
Maryland
$152K 2,159 +2,159 New
BI
953
Bramshill Investments
Florida
$152K 2,151 – –
CSPAM
954
Cary Street Partners Asset Management
Virginia
$152K 2,151 +2,151 New
AWM
955
Accurate Wealth Management
Florida
$151K 2,115 +2,115 New
Allianz Asset Management
956
Allianz Asset Management
Germany
$150K 2,125 -1,065 -33%
WT
957
Washington Trust
Rhode Island
$149K 2,118 -650 -23%
WTC
958
WhitTier Trust Company
Nevada
$145K 2,051 – –
BA
959
Ballast Advisors
Minnesota
$141K 2,003 – –
SC
960
SouthState Corp
Florida
$140K 1,984 – –
Jones Financial Companies
961
Jones Financial Companies
Missouri
$137K 1,947 +857 +79%
BCV
962
Banque Cantonale Vaudoise
Switzerland
$134K 1,886 -2 -0.1%
R
963
Rebalance
California
$132K 1,868 +1,868 New
WOSD
964
WFA of San Diego
California
$131K 1,852 +1,852 New
KFI
965
Key Financial Inc
Pennsylvania
$127K 1,940 – –
OIA
966
Optimum Investment Advisors
Illinois
$127K 1,800 -1,000 -36%
BG
967
Bollard Group
Massachusetts
$123K 1,751 +12 +0.7%
EL
968
EMFO LLC
Florida
$120K 1,700 +400 +31%
JWA
969
JFS Wealth Advisors
Pennsylvania
$117K 1,660 -6,886 -81%
PA
970
PSI Advisors
Florida
$116K 1,646 -16 -1%
HWP
971
Highline Wealth Partners
California
$113K 1,601 – –
CAS
972
Coppell Advisory Solutions
Texas
$111K 1,579 +1,579 New
CASC
973
Coppell Advisory Solutions Corp
Texas
$111K 1,579 +1,579 New
Deutsche Bank
974
Deutsche Bank
Germany
$110K 1,565 -469 -23%
TCWA
975
Ten Capital Wealth Advisors
Washington
$110K 1,558 +884 +131%
37 38
39
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