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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 %
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$7.26M 102,950 -464 -0.4%
SSA
152
Schonfeld Strategic Advisors
New York
$7.12M 100,940 +100,939 +10,093,900%
Prudential Financial
153
Prudential Financial
New Jersey
$7.07M 100,291 -670,468 -87%
SO
154
STRS Ohio
Ohio
$7.05M 100,000 – –
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$7.04M 99,805 +26,264 +36%
BCI
156
Brinker Capital Investments
Pennsylvania
$6.96M 98,659 -1,490 -1%
PP
157
Prudential plc
United Kingdom
$6.92M 98,190 -31,967 -25%
BFM
158
Boothbay Fund Management
New York
$6.84M 97,025 +72,106 +289%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.56M 93,046 -150 -0.2%
FIA
160
Foundations Investment Advisors
Arizona
$6.56M 92,987 +13,931 +18%
GM
161
GeoWealth Management
Illinois
$6.41M 90,908 +46,589 +105%
CA
162
Cetera Advisors
Colorado
$6.38M 90,535 -6,569 -7%
GCM
163
Graham Capital Management
Connecticut
$6.33M 89,744 +89,744 New
KL
164
KWMG LLC
Kansas
$6.25M 88,629 +413 +0.5%
MC
165
Martin & Co
Tennessee
$6.22M 88,290 +2,288 +3%
DWM
166
Denver Wealth Management
Colorado
$6.21M 88,059 -16,185 -16%
HA
167
Hamel Associates
New Jersey
$6.2M 87,876 -2,130 -2%
William Blair & Company
168
William Blair & Company
Illinois
$6.15M 87,283 +8,346 +11%
GWA
169
GGM Wealth Advisors
Maryland
$6.15M 86,625 -37,898 -30%
IWM
170
IHT Wealth Management
Illinois
$6.15M 87,237 -519 -0.6%
RCP
171
Rothschild Capital Partners
New York
$6.14M 86,241 +32 +0%
SPC
172
Sigma Planning Corp
Michigan
$6.07M 86,083 -19,142 -18%
SPIA
173
Steward Partners Investment Advisory
New York
$5.97M 84,695 +4,786 +6%
TA
174
TruWealth Advisors
Louisiana
$5.93M 84,139 +5,790 +7%
Fidelity International
175
Fidelity International
Bermuda
$5.89M 83,523 -38,497 -32%
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