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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$258M
2
Two Sigma Investments
Two Sigma Investments
New York
+$163M
3
UBS Group
UBS Group
Switzerland
+$104M
4
MB
Mizuho Bank
Japan
+$77.4M
5
Bessemer Group
Bessemer Group
New Jersey
+$63.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$903M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$345M
3
Bank of America
Bank of America
North Carolina
-$246M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$212M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
1376
Cornerstone Wealth Group
North Carolina
– -$5.25M -64,991 Closed
MCM
1377
Monument Capital Management
Virginia
– -$5.04M -62,396 Closed
CCM
1378
Crabel Capital Management
California
– -$4.59M -56,794 Closed
PCM
1379
Penserra Capital Management
California
– -$4.51M -55,786 Closed
RCM
1380
Rivernorth Capital Management
Florida
– -$4.04M -50,000 Closed
HIP
1381
Harrell Investment Partners
Texas
– -$3.98M -49,292 Closed
GI
1382
GAMCO Investors
Connecticut
– -$3.49M -43,233 Closed
SW
1383
Signify Wealth
Missouri
– -$3.22M -39,853 Closed
BBP
1384
Banco BTG Pactual
Brazil
– -$3.13M -38,704 Closed
SAMC
1385
Spectrum Asset Management (California)
California
– -$2.85M -35,255 Closed
CSPIA
1386
Cary Street Partners Investment Advisory
Virginia
– -$2.77M -34,333 Closed
FHC
1387
First Heartland Consultants
Missouri
– -$2.58M -31,944 Closed
CI
1388
Cavalier Investments
Georgia
– -$2.51M -31,094 Closed
ACG
1389
Aventail Capital Group
New York
– -$2.48M -30,661 Closed
WA
1390
WESPAC Advisors
California
– -$1.95M -24,145 Closed
TW
1391
TrinityPoint Wealth
Connecticut
– -$1.88M -23,261 Closed
MCM
1392
Moore Capital Management
New York
– -$1.8M -22,232 Closed
Point72 Asset Management
1393
Point72 Asset Management
Connecticut
– -$1.64M -20,329 Closed
MLL
1394
Moody Lynn & Lieberson
Massachusetts
– -$1.29M -15,971 Closed
BFWM
1395
Bright Futures Wealth Management
New York
– -$1.16M -14,643 Closed
VC
1396
Vicus Capital
Pennsylvania
– -$1.17M -14,486 Closed
SEA
1397
Stegent Equity Advisors
Texas
– -$1M -12,421 Closed
TCMP
1398
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$876K -10,846 Closed
PWM
1399
Prentice Wealth Management
New York
– -$864K -10,698 Closed
FS
1400
Ferguson Shapiro
Georgia
– -$838K -10,375 Closed
54 55
56
57 58