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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
Franklin Resources
51
Franklin Resources
California
$410K -$141K -1,750 -25%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$406K -$676K -8,407 -62%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$394K -$131K -1,626 -24%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$361K -$6.43K -80 -2%
AWA
55
Acorn Wealth Advisors
Michigan
$359K -$28.8K -358 -8%
NFC
56
Northeast Financial Consultants
Connecticut
$334K
PGAM
57
Princeton Global Asset Management
New Jersey
$328K -$114K -1,418 -25%
MML Investors Services
58
MML Investors Services
Massachusetts
$312K -$132K -1,642 -29%
CCFM
59
Clear Creek Financial Management
Washington
$310K -$88.4K -1,100 -22%
SPC
60
Sigma Planning Corp
Michigan
$303K +$16K +199 +5%
DZ Bank
61
DZ Bank
Germany
$297K
VWA
62
V Wealth Advisors
Kansas
$273K +$282K +3,502 New
SWM
63
Stockman Wealth Management
Montana
$262K +$270K +3,359 New
TC
64
TownSquare Capital
Utah
$234K +$232K +2,881 New
SS
65
Sunbelt Securities
Texas
$232K +$239K +2,970 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$191K -$8.36K -104 -4%
NFG
67
Next Financial Group
Texas
$186K +$65K +808 +51%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$166K +$31.8K +396 +23%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$155K +$10.9K +135 +7%
AIC
70
Ameritas Investment Company
Nebraska
$126K +$130K +1,615 New
FAAS
71
First Allied Advisory Services
California
$110K +$114K +1,420 New
SFS
72
Sowell Financial Services
Arkansas
$109K +$112K +1,397 New
US Bancorp
73
US Bancorp
Minnesota
$104K -$5.79K -72 -5%
JHCP
74
Jackson Hole Capital Partners
Oklahoma
$101K
RIA
75
Realta Investment Advisors
Delaware
$95K

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.