XLU icon

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
SCB
2
Saudi Central Bank
Saudi Arabia
$189M
3
N
3
Natixis
France
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$974M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$309M

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 %
VRM
126
Vectors Research Management
New York
$9.36M 132,784 +15,316 +13%
BRWA
127
B. Riley Wealth Advisors
Florida
$9.36M 132,738 +8,639 +7%
PI
128
Putnam Investments
Massachusetts
$9M 127,699 +1,376 +1%
CF
129
Clarity Financial
Texas
$8.92M 126,498 +39,209 +45%
BWM
130
Biltmore Wealth Management
Arizona
$8.9M 126,189 -159 -0.1%
CCT
131
Chemung Canal Trust
New York
$8.89M 126,057 +479 +0.4%
GG
132
Greenwood Gearhart
Arkansas
$8.79M 124,729 +4,737 +4%
CIA
133
Capital Investment Advisors
Georgia
$8.76M 124,247 -1,909 -2%
WAS
134
WESPAC Advisors SoCal
California
$8.52M 120,886 +20,203 +20%
CWM
135
Chicago Wealth Management
Illinois
$8.34M 118,300 +4,986 +4%
PSP
136
Pacific Sage Partners
Washington
$8.23M 116,721 +116,721 New
BCM
137
Beaumont Capital Management
Massachusetts
$8.18M 116,094 +12,774 +12%
AUB
138
Atlantic Union Bankshares
Virginia
$8.18M 115,979 -19,189 -14%
CS
139
Credit Suisse
Switzerland
$8.01M 113,598 -55,185 -33%
CAG
140
Csenge Advisory Group
Florida
$7.83M 111,130 -6,153 -5%
FTS
141
Fifth Third Securities
Ohio
$7.79M 110,458 +30,464 +38%
DAS
142
Dynamic Advisor Solutions
Arizona
$7.69M 109,066 +8,308 +8%
NA
143
NewEdge Advisors
Louisiana
$7.66M 139,117 -9,054 -6%
PWAC
144
Private Wealth Advisors (California)
California
$7.5M 106,325 +29,385 +38%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$7.48M 106,052 +40,627 +62%
IAN
146
Integrated Advisors Network
Texas
$7.46M 105,828 +4,862 +5%
HC
147
HNP Capital
New York
$7.43M 105,444 -11,560 -10%
KIA
148
KCM Investment Advisors
California
$7.41M 105,137 +8,181 +8%
FSA
149
Franklin Street Advisors
North Carolina
$7.39M 104,838 +104,838 New
ONB
150
Old National Bancorp
Indiana
$7.38M 104,729 -17,737 -14%
4 5
6
7 8