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State Street SPDR S&P Health Care Equipment ETF
XHE

43 hedge funds and large institutions have $93.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

16% more funds holding

Funds holding: 37 → 43 (+6)

14% more capital invested

Capital invested by funds: $81.5M → $93.2M (+$11.7M)

1.5% less ownership

Funds ownership: 53.02% → 51.53% (-1.5%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$13.1M
2
Morgan Stanley
Morgan Stanley
New York
+$3.37M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$439K
4
Ameriprise
Ameriprise
Minnesota
+$243K
5
AG
Advisor Group
Arizona
+$166K

Top Sellers

1
FMP
Financial Management Professionals
Texas
-$2.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$978K
3
Jane Street
Jane Street
New York
-$902K
4
Bank of America
Bank of America
North Carolina
-$467K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$131K +$451 +7 +0.3%
IWM
27
IHT Wealth Management
Illinois
$123K – – –
RFC
28
Regions Financial Corp
Alabama
$83K +$83.2K +1,290 New
AF
29
Advisornet Financial
Minnesota
$64K +$64.5K +1,000 New
SWP
30
Stratos Wealth Partners
Ohio
$48K +$47.7K +740 New
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K +$11.7K +182 +71%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$21K +$7.74K +120 +60%
PCM
33
Prelude Capital Management
New York
$19K +$4.58K +71 +31%
FAAS
34
First Allied Advisory Services
California
$11K +$11.3K +175 New
GWM
35
Geneos Wealth Management
Colorado
$6K -$12.9K -200 -66%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$4K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$4K – – –
SWP
39
Strategic Wealth Partners
Ohio
$4K +$3.74K +58 New
KJWM
40
Kiley Juergens Wealth Management
Washington
$4K +$4.77K +74 New
BHB
41
Bank Hapoalim BM
Israel
$3.05K -$74.5K -1,155 -2%
MWM
42
MinichMacGregor Wealth Management
New York
$3K – – –
FMP
43
Financial Management Professionals
Texas
– -$2.78M -44,294 Closed
1
2

XHE Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2017, worth a combined $93.2M — up 14% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XHE positions and 1 closed out — a net gain of 6 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.1M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $2.78M sold.

  • 43 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2017, up from 37 in Q3 2017.
  • Funds reported $93.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2017 and 1 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2017 was Raymond James Financial Services Advisors, an estimated $13.1M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2017 was Financial Management Professionals, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2017.