State Street SPDR S&P Health Care Equipment ETF
XHE
38 hedge funds and large institutions have $77.8M invested in State Street SPDR S&P Health Care Equipment ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
27% more funds holding
Funds holding: 30 → 38 (+8)
16% more capital invested
Capital invested by funds: $67.1M → $77.8M (+$10.7M)
1.75% less ownership
Funds ownership: 58.12% → 56.37% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.41M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$2.42M |
| 3 |
Morgan Stanley
New York
|
+$711K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$666K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$715K |
| 4 |
SG Americas Securities
New York
|
-$344K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $158K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $114K | – | – | – |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $29K | +$7.43K | +128 | +38% |
|
|
EDRH
29
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $28K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $18K | – | – | – |
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $13K | +$5.46K | +94 | +83% |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | -$26.4K | -455 | -69% |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $10.6K | +$10K | +173 | New |
|
|
WAM
34
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $6K | +$5.69K | +98 | New |
|
|
MWM
35
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $3K | – | – | – |
|
|
SPIA
36
Steward Partners Investment Advisory
New York
| $3K | – | – | – |
|
|
IWM
37
IHT Wealth Management
Chicago,
Illinois
| $128 | +$49.3K | +849 | New |
|
|
38
SG Americas Securities
New York
| – | -$344K | -6,123 | Closed |
|
XHE Hedge Fund Activity: Q2 2017 in Review
38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2017, worth a combined $77.8M — up 16% from $67.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XHE positions and 1 closed out — a net gain of 8 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.41M. The largest seller was 1832 Asset Management, cutting an estimated $2.8M.
- 38 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2017, up from 30 in Q1 2017.
- Funds reported $77.8M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2017, up 16% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2017 and 1 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $3.41M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2017 was 1832 Asset Management, an estimated $2.8M sold.
Based on aggregated 13F filings for Q2 2017.