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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 %
PIF
1
Public Investment Fund
Saudi Arabia
$2.33B 32,986,504 – –
Bank of America
2
Bank of America
North Carolina
$1.07B 15,166,431 +469,150 +3%
Morgan Stanley
3
Morgan Stanley
New York
$974M 13,817,081 +1,765,200 +15%
AWA
4
Arete Wealth Advisors
Illinois
$603M 8,559 -1,448 -14%
Goldman Sachs
5
Goldman Sachs
New York
$478M 6,776,891 +571,882 +9%
Citigroup
6
Citigroup
New York
$456M 6,465,405 -2,371,750 -27%
Barclays
7
Barclays
United Kingdom
$336M 4,767,867 -1,599,971 -25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$309M 4,377,809 +978,878 +29%
LPL Financial
9
LPL Financial
California
$293M 4,162,019 -40,431 -1%
Wells Fargo
10
Wells Fargo
California
$231M 3,273,341 -325,996 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$226M 3,207,591 +610,691 +24%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$226M 3,204,830 +3,198,515 +50,649%
RJA
13
Raymond James & Associates
Florida
$212M 3,007,581 +676,341 +29%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$205M 2,906,744 +779,736 +37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$204M 2,894,613 +667,128 +30%
Truist Financial
16
Truist Financial
North Carolina
$197M 2,799,539 +606,935 +28%
Ameriprise
17
Ameriprise
Minnesota
$192M 2,715,628 -628,566 -19%
SCB
18
Saudi Central Bank
Saudi Arabia
$189M 2,160,502 +2,160,502 New
UBS Group
19
UBS Group
Switzerland
$165M 2,340,318 -660,657 -22%
FMI
20
Factory Mutual Insurance
Massachusetts
$153M 2,177,100 -70,000 -3%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$152M 2,149,375 -3,776,030 -64%
WA
22
WestEnd Advisors
North Carolina
$144M 2,043,997 +600,679 +42%
N
23
Natixis
France
$140M 1,988,964 +1,988,964 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$129M 1,830,932 -1,316,482 -42%
Osaic Holdings
25
Osaic Holdings
Arizona
$81.5M 1,155,890 -403,300 -26%
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