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State Street SPDR S&P Health Care Equipment ETF

107 hedge funds and large institutions have $339M invested in State Street SPDR S&P Health Care Equipment ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

16% more funds holding

Funds holding: 92107 (+15)

2.38% more ownership

Funds ownership: 56.76%59.14% (+2.4%)

5% more capital invested

Capital invested by funds: $323M → $339M (+$15.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
23
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
26
Means Investment Company
Maine
$1.97M -$48.7K -598 -3%
Truist Financial
27
Truist Financial
North Carolina
$1.63M +$1.55M +19,071 New
JP Morgan Chase
28
JP Morgan Chase
New York
$1.63M -$44.4M -545,768 -97%
SCP
29
Silverleafe Capital Partners
Tennessee
$1.62M +$92.8K +1,141 +6%
CFGS
30
Concourse Financial Group Securities
Alabama
$1.35M +$322K +3,954 +34%
Stifel Financial
31
Stifel Financial
Missouri
$1.26M -$217K -2,663 -15%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.25M +$10.3K +127 +0.9%
Citigroup
33
Citigroup
New York
$1.18M -$465K -5,720 -29%
NEIRG
34
New England Investment & Retirement Group
Massachusetts
$1.16M +$22K +270 +2%
BSAM
35
Blue Sky Asset Management
Colorado
$1.14M +$1.08M +13,248 New
CAN
36
Cetera Advisor Networks
California
$1.13M -$503K -6,185 -32%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.1M -$1.5M -18,416 -53%
HCM
38
Hollencrest Capital Management
California
$1.04M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$925K -$35.1K -432 -4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$797K -$1.55M -19,102 -67%
S
41
Surevest
California
$779K -$150K -1,840 -17%
CWA
42
Clarus Wealth Advisors
Arizona
$749K +$702K +8,625 New
PSF
43
Pacific Sun Financial
California
$748K +$29.9K +367 +4%
WDL
44
Well Done LLC
Michigan
$697K +$30.3K +373 +5%
CA
45
Cetera Advisors
Colorado
$591K
JWM
46
Jackson Wealth Management
Florida
$570K +$36.9K +453 +7%
NFG
47
Next Financial Group
Texas
$473K +$255K +3,135 +132%
CA
48
Cornerstone Advisory
Maryland
$471K -$7.49K -92 -2%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$457K +$433K +5,326 New
9WM
50
9258 Wealth Management
Ohio
$456K +$433K +5,325 New

XHE Hedge Fund Activity: Q4 2019 in Review

107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2019, worth a combined $339M — up 4.9% from $323M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XHE positions and 9 closed out — a net gain of 18 holders — while 23 added to existing stakes and 38 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $44.7M. The largest seller was JP Morgan Chase, cutting an estimated $44.4M.

  • 107 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2019, up from 92 in Q3 2019.
  • Funds reported $339M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2019 and 9 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2019 was BNP Paribas Financial Markets, an estimated $44.7M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2019 was JP Morgan Chase, an estimated $44.4M sold.

Based on aggregated 13F filings for Q4 2019.