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State Street SPDR S&P Health Care Equipment ETF

92 hedge funds and large institutions have $323M invested in State Street SPDR S&P Health Care Equipment ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 8892 (+4)

1.75% more ownership

Funds ownership: 55%56.76% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

4% less capital invested

Capital invested by funds: $337M → $323M (-$13.4M)

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
30
Reduced
31
Closed
8
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$2.02M +$103K +1,287 +5%
TRCT
27
Tower Research Capital (TRC)
New York
$2M -$399K -4,966 -16%
ACA
28
Aptus Capital Advisors
Alabama
$1.98M -$95K -1,181 -4%
MIC
29
Means Investment Company
Maine
$1.85M +$84.3K +1,048 +5%
SB
30
Suntrust Banks
Georgia
$1.72M -$5.55K -69 -0.3%
Citigroup
31
Citigroup
New York
$1.52M -$201K -2,494 -11%
CAN
32
Cetera Advisor Networks
California
$1.51M +$470K +5,840 +43%
SCP
33
Silverleafe Capital Partners
Tennessee
$1.39M +$12.3K +153 +0.9%
Citadel Advisors
34
Citadel Advisors
Florida
$1.37M +$92.9K +1,156 +7%
Jane Street
35
Jane Street
New York
$1.36M +$757K +9,418 +117%
Stifel Financial
36
Stifel Financial
Missouri
$1.35M +$140K +1,738 +11%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.13M +$41.4K +515 +4%
NEIRG
38
New England Investment & Retirement Group
Massachusetts
$1.04M +$38.4K +478 +4%
PGA
39
Premia Global Advisors
Florida
$974K -$77.7K -967 -7%
HCM
40
Hollencrest Capital Management
California
$950K
CFGS
41
Concourse Financial Group Securities
Alabama
$919K +$156K +1,938 +20%
VF
42
Virtu Financial
New York
$881K +$153K +1,902 +20%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$877K +$181K +2,254 +25%
S
44
Surevest
California
$854K -$85.4K -1,062 -9%
PSF
45
Pacific Sun Financial
California
$653K +$110K +1,365 +20%
WDL
46
Well Done LLC
Michigan
$606K +$8.92K +111 +1%
CA
47
Cetera Advisors
Colorado
$543K -$271K -3,365 -33%
JWM
48
Jackson Wealth Management
Florida
$460K +$491K +6,106 New
CA
49
Cornerstone Advisory
Maryland
$437K +$7.4K +92 +2%
UWM
50
USAdvisors Wealth Management
Minnesota
$412K +$425K +5,281 New

XHE Hedge Fund Activity: Q3 2019 in Review

92 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2019, worth a combined $323M — down 4% from $337M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XHE positions and 8 closed out — a net gain of 4 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.61M. The largest seller was AE Wealth Management, cutting an estimated $3.6M.

  • 92 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2019, up from 88 in Q2 2019.
  • Funds reported $323M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2019, down 4% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2019 and 8 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2019 was Morgan Stanley, an estimated $6.61M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2019 was AE Wealth Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2019.