State Street Utilities Select Sector SPDR ETF
XLU
894 hedge funds and large institutions have $9.67B invested in State Street Utilities Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 347 increasing their positions, 258 reducing their positions, and 70 closing their positions.
49% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 70
34% more repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 258
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
2% more funds holding
Funds holding: 875 → 894 (+19)
0% less capital invested
Capital invested by funds: $9.72B → $9.67B (-$44.8M)
11.36% less ownership
Funds ownership: 170.98% → 159.61% (-11%)
29% less call options, than puts
Call options by funds: $915M | Put options by funds: $1.29B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$464M |
| 2 |
N
Natixis
Paris,
France
|
+$134M |
| 3 |
JP Morgan Chase
New York
|
+$99.7M |
| 4 |
Morgan Stanley
New York
|
+$85.9M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$160M |
| 2 |
Two Sigma Advisers
New York
|
-$144M |
| 3 |
Barclays
London,
United Kingdom
|
-$137M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$131M |
| 5 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$86.5M |
XLU Hedge Fund Activity: Q3 2021 in Review
894 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2021, worth a combined $9.67B — down 0.46% from $9.72B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new XLU positions and 70 closed out — a net gain of 34 holders — while 347 added to existing stakes and 258 trimmed.
The largest buyer was Prudential plc, opening a new position worth an estimated $464M. The largest seller was Bank of America, cutting an estimated $160M.
- 894 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2021, up from 875 in Q2 2021.
- Funds reported $9.67B of State Street Utilities Select Sector SPDR ETF stock for Q3 2021, down 0.46% quarter-over-quarter.
- 104 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2021 and 70 closed out, a net change of +34 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2021 was Prudential plc, an estimated $464M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2021 was Bank of America, an estimated $160M sold.
Based on aggregated 13F filings for Q3 2021.