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State Street SPDR S&P Health Care Equipment ETF

131 hedge funds and large institutions have $432M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

2% more funds holding

Funds holding: 128131 (+3)

1% more capital invested

Capital invested by funds: $427M → $432M (+$5.22M)

2.17% less ownership

Funds ownership: 55.4%53.23% (-2.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
46
Reduced
39
Closed
9
Calls
$491K
Puts
Net Calls
+$491K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$255K -$7.73K -63 -3%
AWM
77
Accel Wealth Management
Iowa
$255K
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$250K +$232K +1,888 +4,104%
CF
79
Centaurus Financial
California
$249K +$6.01K +49 +3%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$249K +$6.01K +49 +3%
PWM
81
Peterson Wealth Management
Nevada
$244K +$231K +1,886 New
BFA
82
Beacon Financial Advisory
Ohio
$240K
AIC
83
Ameritas Investment Company
Nebraska
$232K -$102K -832 -46%
HAS
84
HBW Advisory Services
California
$229K -$3.07K -25 -1%
GKWIM
85
Gerber Kawasaki Wealth & Investment Management
California
$227K +$216K +1,760 New
Franklin Resources
86
Franklin Resources
California
$226K
KAS
87
Kestra Advisory Services
Texas
$224K -$44.9K -366 -17%
GVAG
88
Great Valley Advisor Group
Delaware
$220K
ASBI
89
American State Bank (Iowa)
Iowa
$208K +$8.1K +66 +4%
PIA
90
Perennial Investment Advisors
California
$200K +$190K +1,550 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$191K +$56K +456 +46%
JAWM
92
J. Arnold Wealth Management
Ohio
$169K +$36.3K +296 +29%
JHCP
93
Jackson Hole Capital Partners
Oklahoma
$167K
BFEC
94
Benjamin F. Edwards & Company
Missouri
$166K
AF
95
Advisornet Financial
Minnesota
$142K
Barclays
96
Barclays
United Kingdom
$142K +$135K +1,097 New
ECM
97
ExodusPoint Capital Management
New York
$130K +$123K +1,004 New
SWM
98
Spire Wealth Management
Virginia
$121K
KPCM
99
Kings Point Capital Management
New York
$114K
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$113K +$29K +236 +37%

XHE Hedge Fund Activity: Q2 2021 in Review

131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2021, worth a combined $432M — up 1.2% from $427M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XHE positions and 9 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $695K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $8.41M.

  • 131 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $432M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2021 was Osaic Holdings, an estimated $695K added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2021 was Advocacy Wealth Management Services, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2021.