State Street Utilities Select Sector SPDR ETF
986 hedge funds and large institutions have $10.7B invested in State Street Utilities Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 341 increasing their positions, 282 reducing their positions, and 72 closing their positions.
150% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 72
21% more repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 282
11% more capital invested
Capital invested by funds: $9.67B → $10.7B (+$1.05B)
10% more funds holding
Funds holding: 894 → 986 (+92)
3.13% more ownership
Funds ownership: 159.61% → 162.74% (+3.1%)
17% less funds holding in top 10
Funds holding in top 10: 23 → 19 (-4)
39% less call options, than puts
Call options by funds: $863M | Put options by funds: $1.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$323M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$144M |
| 3 |
JP Morgan Chase
New York
|
+$109M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$79.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$175M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$130M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$128M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$91.6M |
| 5 |
Citigroup
New York
|
-$78.3M |
XLU Hedge Fund Activity: Q4 2021 in Review
986 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2021, worth a combined $10.7B — up 11% from $9.67B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new XLU positions and 72 closed out — a net gain of 108 holders — while 341 added to existing stakes and 282 trimmed.
The largest buyer was Barclays, adding an estimated $323M. The largest seller was Goldman Sachs, cutting an estimated $175M.
- 986 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2021, up from 894 in Q3 2021.
- Funds reported $10.7B of State Street Utilities Select Sector SPDR ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 180 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2021 and 72 closed out, a net change of +108 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2021 was Barclays, an estimated $323M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2021 was Goldman Sachs, an estimated $175M sold.
Based on aggregated 13F filings for Q4 2021.