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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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$146K -$237K -2,918 -63%
BRC
77
Bell Rock Capital
Delaware
$136K +$131K +1,607 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$126K -$42.1K -518 -26%
US Bancorp
79
US Bancorp
Minnesota
$114K
JHCP
80
Jackson Hole Capital Partners
Oklahoma
$111K
RIA
81
Realta Investment Advisors
Delaware
$105K
CWA
82
Capital Wealth Alliance
Arizona
$100K +$93.2K +1,146 New
AF
83
Advisornet Financial
Minnesota
$86K
JPLA
84
Joseph P. Lucia & Associates
New York
$79K +$75.5K +928 New
IA
85
IFP Advisors
Florida
$74K +$19.6K +241 +40%
AIC
86
Ayalon Insurance Company
Israel
$68K
MWP
87
MYCIO Wealth Partners
Pennsylvania
$43K
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$3.17K +39 +12%
VCP
89
Verus Capital Partners
Arizona
$31K +$29.2K +359 New
AAMA
90
Advanced Asset Management Advisors
Ohio
$30K +$28.9K +355 New
TFA
91
Tobias Financial Advisors
Florida
$21K +$20.2K +248 New
LFG
92
LifePlan Financial Group
Ohio
$17K
LGWM
93
Litman Gregory Wealth Management
California
$16K +$15.1K +185 New
AWA
94
Arkadios Wealth Advisors
Georgia
$15.5K +$14.2K +175 New
JCM
95
Jacobi Capital Management
Pennsylvania
$14K
CHC
96
City Holding Co
West Virginia
$13K
TCWM
97
Total Clarity Wealth Management
Illinois
$11K +$10.2K +125 New
FA
98
Faithward Advisors
Pennsylvania
$11K +$10.6K +130 New
MIFH
99
Migdal Insurance & Financial Holdings
Israel
$10K
GWM
100
Geneos Wealth Management
Colorado
$9K

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.