We are live on ! Find out more
XHE icon

State Street SPDR S&P Health Care Equipment ETF

102 hedge funds and large institutions have $315M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $226M → $315M (+$89.5M)

23% more funds holding

Funds holding: 83102 (+19)

7.28% more ownership

Funds ownership: 54.26%61.54% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
102
Holders Change
+19
Holders Change %
+22.89%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
24
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$129K +$120K +1,446 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$125K -$16.7K -200 -12%
JHCP
78
Jackson Hole Capital Partners
Oklahoma
$116K
JPLA
79
Joseph P. Lucia & Associates
New York
$93K
AF
80
Advisornet Financial
Minnesota
$89K
FHA
81
Flagship Harbor Advisors
Massachusetts
$75K -$108K -1,291 -60%
AIC
82
Ayalon Insurance Company
Israel
$72K
US Bancorp
83
US Bancorp
Minnesota
$72K +$5.41K +65 +9%
IA
84
IFP Advisors
Florida
$67K -$17.6K -211 -22%
FWM
85
Focused Wealth Management
New York
$51K -$33.6K -404 -42%
Simplex Trading
86
Simplex Trading
Illinois
$51K +$33.3K +400 +229%
BEI
87
Benjamin Edwards Inc
Missouri
$43K +$1.42K +17 +4%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$33K
LFG
89
LifePlan Financial Group
Ohio
$17K
CFGS
90
Concourse Financial Group Securities
Alabama
$16K -$1.33M -15,943 -99%
AWA
91
Arkadios Wealth Advisors
Georgia
$15.9K
JCM
92
Jacobi Capital Management
Pennsylvania
$14K
CHC
93
City Holding Co
West Virginia
$13K
FA
94
Faithward Advisors
Pennsylvania
$12K
MIFH
95
Migdal Insurance & Financial Holdings
Israel
$11K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$9K -$84.8K -1,018 -91%
GWM
97
Geneos Wealth Management
Colorado
$8K
APA
98
American Portfolios Advisors
New York
$6.71K
SPIA
99
Steward Partners Investment Advisory
New York
$6K
CAAS
100
Capital Asset Advisory Services
Michigan
$6K +$1.25K +15 +31%

XHE Hedge Fund Activity: Q2 2020 in Review

102 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2020, worth a combined $315M — up 40% from $226M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XHE positions and 4 closed out — a net gain of 20 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.5M. The largest seller was Bank Hapoalim BM, cutting an estimated $7.08M.

  • 102 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2020, up from 83 in Q1 2020.
  • Funds reported $315M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2020 and 4 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $15.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2020 was Bank Hapoalim BM, an estimated $7.08M sold.

Based on aggregated 13F filings for Q2 2020.