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State Street SPDR S&P Health Care Equipment ETF

100 hedge funds and large institutions have $325M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $315M → $325M (+$9.12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1.91% less ownership

Funds ownership: 61.54%59.63% (-1.9%)

2% less funds holding

Funds holding: 102100 (-2)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
35
Closed
14
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$375K +$76.5K +807 +26%
DZ Bank
52
DZ Bank
Germany
$370K
SPC
53
Sigma Planning Corp
Michigan
$368K -$7.87K -83 -2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$336K -$283K -2,981 -46%
JAWM
55
J. Arnold Wealth Management
Ohio
$328K +$79.6K +840 +33%
ECM
56
ETrade Capital Management
Virginia
$327K +$319K +3,360 New
AWA
57
Acorn Wealth Advisors
Michigan
$317K -$664 -7 -0.2%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$273K +$37.9K +400 +17%
MSAM
59
Moloney Securities Asset Management
Missouri
$268K +$36.5K +385 +16%
BFA
60
Beacon Financial Advisory
Ohio
$250K +$15.2K +160 +7%
Northern Trust
61
Northern Trust
Illinois
$233K -$113K -1,196 -33%
NFSG
62
Newbridge Financial Services Group
Florida
$228K +$222K +2,345 New
OC
63
Oppenheimer & Co
New York
$215K -$10.6K -112 -5%
VWM
64
Vigilare Wealth Management
Arizona
$209K -$9.48K -100 -4%
CIBC World Market
65
CIBC World Market
Ontario, Canada
$209K +$204K +2,148 New
CF
66
Centaurus Financial
California
$207K +$201K +2,124 New
SFS
67
Sowell Financial Services
Arkansas
$188K -$24.5K -258 -12%
Franklin Resources
68
Franklin Resources
California
$170K -$166K -1,750 -50%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$164K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$134K -$17.5K -185 -12%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$128K -$8.72K -92 -7%
JHCP
72
Jackson Hole Capital Partners
Oklahoma
$126K
TRCT
73
Tower Research Capital (TRC)
New York
$124K +$121K +1,277 New
CFA
74
Carroll Financial Associates
North Carolina
$114K -$25.2K -266 -18%
AF
75
Advisornet Financial
Minnesota
$97K

XHE Hedge Fund Activity: Q3 2020 in Review

100 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2020, worth a combined $325M — up 2.9% from $315M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XHE and 13 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 29 added.

The largest buyer was Bank Hapoalim BM, adding an estimated $6.37M. The largest seller was Riggs Asset Management, exiting entirely with an estimated $6.79M sold.

  • 100 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $325M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2020 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2020 was Bank Hapoalim BM, an estimated $6.37M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2020 was Riggs Asset Management, an estimated $6.79M sold.

Based on aggregated 13F filings for Q3 2020.