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State Street SPDR S&P Health Care Equipment ETF

128 hedge funds and large institutions have $427M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more funds holding

Funds holding: 116128 (+12)

4% more capital invested

Capital invested by funds: $410M → $427M (+$16.4M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

3.01% less ownership

Funds ownership: 58.42%55.4% (-3%)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
40
Reduced
41
Closed
8
Calls
$251K
Puts
Net Calls
+$251K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
76
CIBC World Market
Ontario, Canada
$235K -$31.4K -260 -12%
CA
77
Calton & Associates
Florida
$229K +$231K +1,915 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$225K +$21.1K +175 +10%
CF
79
Centaurus Financial
California
$224K -$18.9K -157 -8%
BFA
80
Beacon Financial Advisory
Ohio
$222K
HAS
81
HBW Advisory Services
California
$215K -$6.03K -50 -3%
AIC
82
Ameritas Investment Company
Nebraska
$215K -$28.1K -233 -11%
Franklin Resources
83
Franklin Resources
California
$209K
SFS
84
Sowell Financial Services
Arkansas
$205K +$20.3K +168 +11%
JPLA
85
Joseph P. Lucia & Associates
New York
$203K
GVAG
86
Great Valley Advisor Group
Delaware
$203K +$205K +1,701 New
ASBI
87
American State Bank (Iowa)
Iowa
$185K -$18.1K -150 -9%
JHCP
88
Jackson Hole Capital Partners
Oklahoma
$155K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$153K -$48.2K -400 -24%
AF
90
Advisornet Financial
Minnesota
$132K
JAWM
91
J. Arnold Wealth Management
Ohio
$122K -$315K -2,616 -72%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$121K +$2.65K +22 +2%
KPCM
93
Kings Point Capital Management
New York
$106K
US Bancorp
94
US Bancorp
Minnesota
$96K
FFA
95
Founders Financial Alliance
North Carolina
$93K
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$90K -$1.45K -12 -2%
RPCA
97
Running Point Capital Advisors
California
$89K
CFA
98
Carroll Financial Associates
North Carolina
$84K -$67K -556 -44%
SWM
99
Spire Wealth Management
Virginia
$82K +$113K +934 New
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$76K +$53.8K +446 +230%

XHE Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2021, worth a combined $427M — up 4% from $410M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHE positions and 8 closed out — a net gain of 12 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.4M. The largest seller was JP Morgan Chase, cutting an estimated $57.2M.

  • 128 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $427M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2021, up 4% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2021 and 8 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2021 was Morgan Stanley, an estimated $58.4M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2021 was JP Morgan Chase, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2021.