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State Street SPDR S&P Health Care Equipment ETF

61 hedge funds and large institutions have $239M invested in State Street SPDR S&P Health Care Equipment ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

135% more capital invested

Capital invested by funds: $101M → $239M (+$137M)

45% more funds holding

Funds holding: 4261 (+19)

7.25% more ownership

Funds ownership: 46.87%54.12% (+7.3%)

Holders
61
Holders Change
+19
Holders Change %
+45.24%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
23
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$1.52M +$1.05M +13,968 +258%
FWM
27
Focused Wealth Management
New York
$1.17M +$437K +5,844 +64%
FMP
28
Financial Management Professionals
Texas
$1.12M +$1.07M +14,304 New
Stifel Financial
29
Stifel Financial
Missouri
$1.1M -$233K -3,117 -18%
JP Morgan Chase
30
JP Morgan Chase
New York
$894K -$8.91K -119 -1%
Citigroup
31
Citigroup
New York
$832K +$380K +5,081 +92%
HFM
32
Harvest Fund Management
China
$782K +$749K +10,000 New
AIP
33
Ahrens Investment Partners
Louisiana
$716K +$685K +9,150 New
Franklin Resources
34
Franklin Resources
California
$626K +$599K +8,000 New
AI
35
Atria Investments
North Carolina
$492K +$132K +1,769 +39%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$442K +$28.4K +380 +7%
CA
37
Cornerstone Advisory
Maryland
$430K
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$417K +$9.13K +122 +2%
FIM
39
Freedom Investment Management
Connecticut
$231K +$221K +2,952 New
Renaissance Technologies
40
Renaissance Technologies
New York
$221K +$212K +2,829 New
IWM
41
IHT Wealth Management
Illinois
$218K +$70.1K +937 +51%
CF
42
Centaurus Financial
California
$210K +$201K +2,680 New
WP
43
WealthPLAN Partners
Nebraska
$201K +$192K +2,569 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$167K -$1.5K -20 -0.9%
PCM
45
Prelude Capital Management
New York
$119K +$49.1K +656 +76%
RFC
46
Regions Financial Corp
Alabama
$101K
AF
47
Advisornet Financial
Minnesota
$78K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$19.8K +264 +52%
Wells Fargo
49
Wells Fargo
California
$37K
SWM
50
SeaCrest Wealth Management
New York
$31K +$29.7K +397 New

XHE Hedge Fund Activity: Q2 2018 in Review

61 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2018, worth a combined $239M — up 135% from $101M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new XHE positions and 2 closed out — a net gain of 19 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $25.1M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $947K sold.

  • 61 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2018, up from 42 in Q1 2018.
  • Funds reported $239M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2018, up 135% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2018 and 2 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2018 was Niemann Capital Management, an estimated $25.1M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2018.