State Street SPDR S&P Health Care Equipment ETF
XHE
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.
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: 42 → 61 (+19)
7.25% more ownership
Funds ownership: 46.87% → 54.12% (+7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$25.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$15.4M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$14.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.6M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
+$8.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$947K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$233K |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$210K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$122K |
| 5 |
JP Morgan Chase
New York
|
-$8.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
51
Jacobi Capital Management
Pittston,
Pennsylvania
| $13K | – | – | – |
|
|
HIIFS
52
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $9K | – | – | – |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
WAM
54
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $8K | – | – | – |
|
|
SWP
55
Strategic Wealth Partners
Independence,
Ohio
| $7K | – | – | – |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $5K | – | – | – |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $5K | – | – | – |
|
|
KJWM
58
Kiley Juergens Wealth Management
Olympia,
Washington
| $5K | +$5.54K | +74 | New |
|
|
MWM
59
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $4K | – | – | – |
|
60
SEI Investments
Oaks,
Pennsylvania
| $1K | +$749 | +10 | New |
|
|
NA
61
NewEdge Advisors
New Orleans,
Louisiana
| $210 | +$200K | +2,666 | New |
|
|
MIAN
62
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$947K | -13,585 | Closed |
|
|
SWP
63
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$122K | -1,755 | Closed |
|
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.