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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
IA
76
IFP Advisors
Florida
$93K +$19.1K +202 +27%
KPCM
77
Kings Point Capital Management
New York
$86K +$83.6K +882 New
US Bancorp
78
US Bancorp
Minnesota
$78K
AIC
79
Ayalon Insurance Company
Israel
$76K
GI
80
Gradient Investments
Minnesota
$75K +$72.9K +769 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$18K +190 +51%
FWM
82
Focused Wealth Management
New York
$50K -$5.4K -57 -10%
FFA
83
Founders Financial Alliance
North Carolina
$49K +$47.4K +500 New
BEI
84
Benjamin Edwards Inc
Missouri
$45K -$1.71K -18 -4%
Simplex Trading
85
Simplex Trading
Illinois
$35K -$19.7K -208 -36%
BHB
86
Bank Hapoalim BM
Israel
$21K +$6.37M +67,145 +45%
CFGS
87
Concourse Financial Group Securities
Alabama
$20K +$3.22K +34 +20%
LFG
88
LifePlan Financial Group
Ohio
$19K
FHA
89
Flagship Harbor Advisors
Massachusetts
$18K -$62.4K -658 -78%
AWA
90
Arkadios Wealth Advisors
Georgia
$17.9K
JCM
91
Jacobi Capital Management
Pennsylvania
$16K
CHC
92
City Holding Co
West Virginia
$15K
FA
93
Faithward Advisors
Pennsylvania
$13K
MIFH
94
Migdal Insurance & Financial Holdings
Israel
$11K
GWM
95
Geneos Wealth Management
Colorado
$9K
ACA
96
Aptus Capital Advisors
Alabama
$9K +$9.38K +99 +9,900%
APA
97
American Portfolios Advisors
New York
$7.3K
CAAS
98
Capital Asset Advisory Services
Michigan
$6K
SPIA
99
Steward Partners Investment Advisory
New York
$6K
VCM
100
Vigilant Capital Management
Maine
$3K +$2.94K +31 New

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.