State Street Utilities Select Sector SPDR ETF
1,111 hedge funds and large institutions have $12.9B invested in State Street Utilities Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 453 increasing their positions, 302 reducing their positions, and 89 closing their positions.
83% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 89
51% more funds holding in top 10
Funds holding in top 10: 35 → 53 (+18)
50% more repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 302
14% more capital invested
Capital invested by funds: $11.4B → $12.9B (+$1.58B)
6.16% more ownership
Funds ownership: 77.15% → 83.31% (+6.2%)
6% more funds holding
Funds holding: 1,052 → 1,111 (+59)
37% less call options, than puts
Call options by funds: $737M | Put options by funds: $1.17B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$705M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$274M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$181M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$158M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$249M |
| 2 |
N
Natixis
Paris,
France
|
-$149M |
| 3 |
TC
Tairen Capital
Hong Kong
|
-$89.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$66.2M |
| 5 |
JP Morgan Chase
New York
|
-$63.6M |
XLU Hedge Fund Activity: Q2 2022 in Review
1,111 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2022, worth a combined $12.9B — up 14% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new XLU positions and 89 closed out — a net gain of 74 holders — while 453 added to existing stakes and 302 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $705M. The largest seller was Bank of America, cutting an estimated $249M.
- 1,111 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2022, up from 1,052 in Q1 2022.
- Funds reported $12.9B of State Street Utilities Select Sector SPDR ETF stock for Q2 2022, up 14% quarter-over-quarter.
- 163 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2022 and 89 closed out, a net change of +74 holders.
- The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2022 was Morgan Stanley, an estimated $705M added.
- The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2022 was Bank of America, an estimated $249M sold.
Based on aggregated 13F filings for Q2 2022.