XLU icon

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
17.99%
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
$309M
4
MB
Mizuho Bank
Japan
$111M
5
Bessemer Group
Bessemer Group
New Jersey
$457M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.13M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.8M
3
Bank of America
Bank of America
North Carolina
$769M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.6M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
201
Meridian Investment Counsel
California
$5.57M +$765K +10,109 +16%
CCT
202
Chemung Canal Trust
New York
$5.54M +$550K +7,266 +11%
MPCA
203
Madison Park Capital Advisors
Washington
$5.53M +$5.53M +73,032 New
SFM
204
Soros Fund Management
New York
$5.45M +$5.45M +72,000 New
SCP
205
Silverleafe Capital Partners
Tennessee
$5.39M +$2.69M +35,545 +100%
IA
206
IFP Advisors
Florida
$5.38M +$731K +9,652 +16%
RIA
207
Regal Investment Advisors
Michigan
$5.34M -$175K -2,310 -3%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$5.33M +$126K +1,658 +2%
AF
209
Allworth Financial
California
$5.32M +$280K +3,577 +6%
TFA
210
Toth Financial Advisory
Virginia
$5.26M +$484K +6,398 +10%
PWAC
211
Private Wealth Advisors (California)
California
$5.22M +$12.4K +164 +0.2%
IWP
212
Innova Wealth Partners
Pennsylvania
$5.22M +$5.22M +68,915 New
HB
213
HTLF Bank
Colorado
$5.19M -$20.4K -270 -0.4%
MHIP
214
Mountain Hill Investment Partners
New Jersey
$5.07M +$5.07M +66,986 New
NAG
215
Northstar Advisory Group
New Jersey
$5.06M +$1.65M +21,796 +48%
BAM
216
Brave Asset Management
New Jersey
$5.04M -$51.2K -676 -1%
SVWAG
217
Sound View Wealth Advisors Group
Georgia
$5.01M +$348K +4,597 +7%
FCH
218
Freestone Capital Holdings
Washington
$4.95M +$229K +3,026 +5%
GCM
219
Granby Capital Management
Florida
$4.92M – – –
QC
220
Quantessence Capital
New York
$4.92M +$4.92M +64,953 New
MHI
221
Miller Howard Investments
New York
$4.9M +$3.51M +46,424 +253%
SAW
222
Signal Advisors Wealth
Michigan
$4.83M +$2.68M +35,357 +124%
OPAM
223
Ocean Park Asset Management
California
$4.8M +$244K +3,218 +5%
VIA
224
Vickerman Investment Advisors
Washington
$4.78M -$217K -2,865 -4%
SCA
225
Snowden Capital Advisors
New York
$4.76M +$48.9K +646 +1%
7 8
9
10 11