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State Street SPDR S&P Health Care Equipment ETF

128 hedge funds and large institutions have $427M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more funds holding

Funds holding: 116128 (+12)

4% more capital invested

Capital invested by funds: $410M → $427M (+$16.4M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

3.01% less ownership

Funds ownership: 58.42%55.4% (-3%)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
40
Reduced
41
Closed
8
Calls
$251K
Puts
Net Calls
+$251K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
26
NTV Asset Management
West Virginia
$2.98M +$73.6K +610 +3%
MIC
27
Means Investment Company
Maine
$2.55M +$26.6K +221 +1%
KHLMTHM
28
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.53M
SCP
29
Silverleafe Capital Partners
Tennessee
$2.28M +$304K +2,524 +15%
Goldman Sachs
30
Goldman Sachs
New York
$1.95M +$1.96M +16,283 New
Truist Financial
31
Truist Financial
North Carolina
$1.88M +$12.1K +100 +0.6%
CAN
32
Cetera Advisor Networks
California
$1.85M +$69.5K +576 +4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.77M +$1.33K +11 +0.1%
FAIM
34
Financial Advocates Investment Management
Washington
$1.76M -$5.87M -48,698 -77%
HCM
35
Hollencrest Capital Management
California
$1.44M -$6.03K -50 -0.4%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.38M -$1.69K -14 -0.1%
RJA
37
Raymond James & Associates
Florida
$1.34M -$7.06M -58,570 -84%
TRCT
38
Tower Research Capital (TRC)
New York
$1.31M +$1.32M +10,952 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.26M +$781K +6,478 +158%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.14M +$87.5K +726 +8%
CWA
41
Clarus Wealth Advisors
Arizona
$1.11M -$77.7K -644 -7%
Citigroup
42
Citigroup
New York
$1.08M +$91.6K +760 +9%
ASN
43
Advisory Services Network
Georgia
$1.08M -$11.1K -92 -1%
Stifel Financial
44
Stifel Financial
Missouri
$1.04M +$6.99K +58 +0.7%
HI
45
Harbour Investments
Wisconsin
$1M +$1.01M +8,381 New
PAG
46
Private Advisor Group
New Jersey
$989K -$72.8K -604 -7%
CA
47
Cornerstone Advisory
Maryland
$957K
SIM
48
Seaview Investment Managers
Florida
$841K +$847K +7,026 New
IWM
49
IHT Wealth Management
Illinois
$802K -$11.6K -96 -1%
MSFS
50
Main Street Financial Solutions
Pennsylvania
$732K +$28.5K +236 +4%

XHE Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2021, worth a combined $427M — up 4% from $410M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHE positions and 8 closed out — a net gain of 12 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.4M. The largest seller was JP Morgan Chase, cutting an estimated $57.2M.

  • 128 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $427M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2021, up 4% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2021 and 8 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2021 was Morgan Stanley, an estimated $58.4M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2021 was JP Morgan Chase, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2021.