State Street SPDR S&P Health Care Equipment ETF
XHE
30 hedge funds and large institutions have $67.1M invested in State Street SPDR S&P Health Care Equipment ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
57% more capital invested
Capital invested by funds: $42.7M → $67.1M (+$24.4M)
25% more funds holding
Funds holding: 24 → 30 (+6)
0.92% more ownership
Funds ownership: 57.2% → 58.12% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$4.1M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$3.66M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.64M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.88M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.88M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$118K |
| 3 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$110K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6K | – | – | – |
|
|
MWM
28
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $3K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $3K | +$3.42K | +64 | New |
|
|
HIIFS
30
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$110K | -2,215 | Closed |
|
|
31
Creative Planning
Overland Park,
Kansas
| – | -$3K | -58 | Closed |
|
XHE Hedge Fund Activity: Q1 2017 in Review
30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2017, worth a combined $67.1M — up 57% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XHE positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 2 trimmed.
The largest buyer was Riggs Asset Management, opening a new position worth an estimated $4.1M. The largest seller was Morgan Stanley, cutting an estimated $2.88M.
- 30 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2017, up from 24 in Q4 2016.
- Funds reported $67.1M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2017, up 57% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2017 and 2 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2017 was Riggs Asset Management, an estimated $4.1M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2017 was Morgan Stanley, an estimated $2.88M sold.
Based on aggregated 13F filings for Q1 2017.