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State Street SPDR S&P Health Care Equipment ETF

102 hedge funds and large institutions have $315M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $226M → $315M (+$89.5M)

23% more funds holding

Funds holding: 83102 (+19)

7.28% more ownership

Funds ownership: 54.26%61.54% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
102
Holders Change
+19
Holders Change %
+22.89%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
24
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.71M +$1.6M +19,159 New
NEIRG
27
New England Investment & Retirement Group
Massachusetts
$1.69M +$386K +4,638 +33%
Truist Financial
28
Truist Financial
North Carolina
$1.61M -$204K -2,447 -12%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.55M +$1.45M +17,364 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.55M +$108K +1,300 +8%
Citadel Advisors
31
Citadel Advisors
Florida
$1.51M +$1.41M +16,919 New
AWMS
32
Advocacy Wealth Management Services
Georgia
$1.5M +$1.39M +16,747 New
Citigroup
33
Citigroup
New York
$1.33M -$171K -2,059 -12%
HCM
34
Hollencrest Capital Management
California
$1.09M
PSF
35
Pacific Sun Financial
California
$1.09M +$17.2K +207 +2%
Stifel Financial
36
Stifel Financial
Missouri
$1.04M -$321K -3,858 -25%
CAN
37
Cetera Advisor Networks
California
$1.04M +$44.7K +537 +5%
CWA
38
Clarus Wealth Advisors
Arizona
$915K +$34.6K +416 +4%
FAIM
39
Financial Advocates Investment Management
Washington
$775K -$144K -1,725 -17%
WDL
40
Well Done LLC
Michigan
$729K -$16.1K -193 -2%
CA
41
Cornerstone Advisory
Maryland
$715K +$167K +2,000 +33%
ASN
42
Advisory Services Network
Georgia
$675K -$26.1K -314 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$575K -$1.56M -18,725 -74%
JWM
44
Jackson Wealth Management
Florida
$571K +$14.4K +173 +3%
PCM
45
Pennsylvania Capital Management
Pennsylvania
$558K +$519K +6,238 New
PP
46
Professional Planning
California
$558K +$519K +6,238 New
NFG
47
Next Financial Group
Texas
$534K +$27.9K +335 +6%
MML Investors Services
48
MML Investors Services
Massachusetts
$529K +$17K +204 +4%
9WM
49
9258 Wealth Management
Ohio
$476K
CFG
50
Cooper Financial Group
California
$435K

XHE Hedge Fund Activity: Q2 2020 in Review

102 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2020, worth a combined $315M — up 40% from $226M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XHE positions and 4 closed out — a net gain of 20 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.5M. The largest seller was Bank Hapoalim BM, cutting an estimated $7.08M.

  • 102 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2020, up from 83 in Q1 2020.
  • Funds reported $315M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2020 and 4 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $15.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2020 was Bank Hapoalim BM, an estimated $7.08M sold.

Based on aggregated 13F filings for Q2 2020.