State Street Utilities Select Sector SPDR ETF
XLU
1,101 hedge funds and large institutions have $12.5B invested in State Street Utilities Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 496 increasing their positions, 318 reducing their positions, and 103 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 318
4% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 103
1% less funds holding
Funds holding: 1,112 → 1,101 (-11)
3% less capital invested
Capital invested by funds: $12.9B → $12.5B (-$446M)
8% less funds holding in top 10
Funds holding in top 10: 53 → 49 (-4)
7.56% less ownership
Funds ownership: 166.63% → 159.06% (-7.6%)
62% less call options, than puts
Call options by funds: $653M | Put options by funds: $1.72B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$208M |
| 2 |
Millennium Management
New York
|
+$166M |
| 3 |
Jane Street
New York
|
+$161M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$146M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$516M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$278M |
| 3 |
Goldman Sachs
New York
|
-$194M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$93.9M |
| 5 |
MCM
Moore Capital Management
New York
|
-$81M |
XLU Hedge Fund Activity: Q3 2022 in Review
1,101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2022, worth a combined $12.5B — down 3.4% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new XLU positions and 103 closed out — a net gain of 4 holders — while 496 added to existing stakes and 318 trimmed.
The largest buyer was Citigroup, adding an estimated $208M. The largest seller was Morgan Stanley, cutting an estimated $516M.
- 1,101 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2022, down from 1,112 in Q2 2022.
- Funds reported $12.5B of State Street Utilities Select Sector SPDR ETF stock for Q3 2022, down 3.4% quarter-over-quarter.
- 107 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2022 and 103 closed out, a net change of +4 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2022 was Citigroup, an estimated $208M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2022 was Morgan Stanley, an estimated $516M sold.
Based on aggregated 13F filings for Q3 2022.