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State Street SPDR S&P Health Care Equipment ETF

101 hedge funds and large institutions have $175M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $173M → $175M (+$1.83M)

0.95% more ownership

Funds ownership: 44.81%45.76% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

9% less funds holding

Funds holding: 111101 (-10)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
101
Holders Change
-10
Holders Change %
-9.01%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
28
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$354K +$17.5K +189 +5%
RFC
52
Regions Financial Corp
Alabama
$341K
DZ Bank
53
DZ Bank
Germany
$324K
CCFM
54
Clear Creek Financial Management
Washington
$320K +$1.85K +20 +0.5%
WIA
55
World Investment Advisors
California
$311K
Truist Financial
56
Truist Financial
North Carolina
$299K +$60.1K +648 +23%
TRCT
57
Tower Research Capital (TRC)
New York
$290K -$718K -7,746 -70%
NFSG
58
Newbridge Financial Services Group
Florida
$288K +$38K +410 +14%
IWM
59
IHT Wealth Management
Illinois
$276K +$10K +108 +3%
JPLA
60
Joseph P. Lucia & Associates
New York
$239K
MF
61
Meridian Financial
Massachusetts
$220K
MSAM
62
Moloney Securities Asset Management
Missouri
$210K
AWM
63
Accel Wealth Management
Iowa
$177K +$93 +1 +0.1%
MIFH
64
Migdal Insurance & Financial Holdings
Israel
$150K +$40.8K +440 +34%
Franklin Resources
65
Franklin Resources
California
$149K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$148K -$36.7K -396 -19%
ASBI
67
American State Bank (Iowa)
Iowa
$142K +$2.97K +32 +2%
CF
68
Centaurus Financial
California
$133K
JHCP
69
Jackson Hole Capital Partners
Oklahoma
$110K
PTC
70
Private Trust Company
Ohio
$107K
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$104K +$37.2K +401 +49%
RIA
72
Realta Investment Advisors
Delaware
$97K +$106K +1,142 New
AF
73
Advisornet Financial
Minnesota
$94K
RAM
74
Riggs Asset Management
Pennsylvania
$69K
FFA
75
Founders Financial Alliance
North Carolina
$68K

XHE Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2022, worth a combined $175M — up 1.1% from $173M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XHE and 3 opened new positions — a net loss of 10 holders — while 30 trimmed existing stakes and 28 added.

The largest buyer was Morgan Stanley, adding an estimated $8.64M. The largest seller was Bank of America, cutting an estimated $3.4M.

  • 101 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $175M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2022 and 13 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2022 was Morgan Stanley, an estimated $8.64M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2022 was Bank of America, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2022.