XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M

Top Buyers

1
Citigroup
1
Citigroup
New York
$579M
2
Millennium Management
2
Millennium Management
New York
$162M
3
Jane Street
3
Jane Street
New York
$231M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$790M
2
Bessemer Group
2
Bessemer Group
New Jersey
$337K
3
Goldman Sachs
3
Goldman Sachs
New York
$406M
4
PP
4
Prudential plc
United Kingdom
$8.53M
5
MCM
5
Moore Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
126
Fidelity International
Bermuda
$7.99M 122,020 +36,998 +44%
WWM
127
Western Wealth Management
Colorado
$7.98M 121,670 +4,606 +4%
GG
128
Greenwood Gearhart
Arkansas
$7.86M 119,992 +96 +0.1%
CCMG
129
Clark Capital Management Group
Pennsylvania
$7.81M 119,199 +2,944 +3%
MIAN
130
Mariner Independent Advisor Network
Kansas
$7.7M 117,507 +7,033 +6%
VRM
131
Vectors Research Management
New York
$7.7M 117,468 +22,333 +23%
CAG
132
Csenge Advisory Group
Florida
$7.68M 117,283 +6,483 +6%
HC
133
HNP Capital
New York
$7.67M 117,004 +28,527 +32%
HH
134
Hilltop Holdings
Texas
$7.66M 116,854 +39,614 +51%
VAS
135
Vestmark Advisory Solutions
Massachusetts
$7.63M 116,486 +21,333 +22%
PF
136
Phoenix Financial
Israel
$7.59M 115,529 -15,970 -12%
Hudson Bay Capital Management
137
Hudson Bay Capital Management
Connecticut
$7.5M 114,500 +114,500 New
CWM
138
Chicago Wealth Management
Illinois
$7.42M 113,314 +113,314 New
DC
139
Davenport & Co
Virginia
$7.37M 112,463 +51,355 +84%
STA
140
Summit Trail Advisors
New York
$7.23M 110,362 +110,362 New
ACA
141
Aptus Capital Advisors
Alabama
$7.09M 108,184 +104,804 +3,101%
SPC
142
Sigma Planning Corp
Michigan
$6.89M 105,225 +16,991 +19%
IWC
143
Integrated Wealth Concepts
Massachusetts
$6.87M 104,931 +23,506 +29%
DWM
144
Denver Wealth Management
Colorado
$6.83M 104,244 +5,180 +5%
KCM
145
Karp Capital Management
California
$6.81M 103,974 +908 +0.9%
AIA
146
Arrow Investment Advisors
Maryland
$6.79M 103,590 +22,762 +28%
PGFC
147
Peapack-Gladstone Financial Corp
New Jersey
$6.78M 103,414 +74,575 +259%
BCM
148
Beaumont Capital Management
Massachusetts
$6.77M 103,320 +103,320 New
WAS
149
WESPAC Advisors SoCal
California
$6.72M 100,683 +100,683 New
IAN
150
Integrated Advisors Network
Texas
$6.61M 100,966 -147,589 -59%
4 5
6
7 8