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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
Franklin Resources
51
Franklin Resources
California
$450K
EH
52
Equitable Holdings
New York
$441K +$419K +5,147 New
UWM
53
USAdvisors Wealth Management
Minnesota
$434K -$17.6K -216 -4%
TRCT
54
Tower Research Capital (TRC)
New York
$429K -$1.67M -20,573 -80%
NFC
55
Northeast Financial Consultants
Connecticut
$366K
AWA
56
Acorn Wealth Advisors
Michigan
$365K -$12K -148 -3%
SWM
57
Stockman Wealth Management
Montana
$348K +$56.9K +699 +21%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$347K -$81.4K -1,000 -20%
Goldman Sachs
59
Goldman Sachs
New York
$342K -$2.03M -25,000 -86%
Jane Street
60
Jane Street
New York
$341K -$1.1M -13,498 -77%
BWA
61
Beam Wealth Advisors
Louisiana
$325K +$309K +3,795 New
CCFM
62
Clear Creek Financial Management
Washington
$324K -$10.6K -130 -3%
DZ Bank
63
DZ Bank
Germany
$324K
MML Investors Services
64
MML Investors Services
Massachusetts
$309K -$32.5K -399 -10%
VWA
65
V Wealth Advisors
Kansas
$273K
CFG
66
Cooper Financial Group
California
$249K +$237K +2,910 New
TC
67
TownSquare Capital
Utah
$248K +$732 +9 +0.3%
SPC
68
Sigma Planning Corp
Michigan
$247K -$81.4K -1,000 -26%
MSAM
69
Moloney Securities Asset Management
Missouri
$229K +$217K +2,673 New
NAM
70
NTV Asset Management
West Virginia
$214K +$203K +2,500 New
SS
71
Sunbelt Securities
Texas
$205K -$46.8K -575 -19%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$186K -$22.6K -278 -11%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$182K -$81 -1 -0%
SFS
74
Sowell Financial Services
Arkansas
$176K +$53.3K +655 +47%
CF
75
Centaurus Financial
California
$156K +$148K +1,817 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.