State Street SPDR S&P Health Care Equipment ETF
XHE
102 hedge funds and large institutions have $195M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 21 closing their positions.
25% more call options, than puts
Call options by funds: $253K | Put options by funds: $202K
4.88% more ownership
Funds ownership: 49.24% → 54.12% (+4.9%)
2% less capital invested
Capital invested by funds: $199M → $195M (-$3.94M)
5% less funds holding
Funds holding: 107 → 102 (-5)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
41% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.1M |
| 2 |
JP Morgan Chase
New York
|
+$2.31M |
| 3 |
Citigroup
New York
|
+$1.99M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$1.57M |
| 5 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$36.3M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.05M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.56M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.86M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.44M |
XHE Hedge Fund Activity: Q4 2023 in Review
102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2023, worth a combined $195M — down 2% from $199M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of XHE and 16 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Phoenix Financial, cutting an estimated $36.3M.
- 102 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2023, down from 107 in Q3 2023.
- Funds reported $195M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2023, down 2% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2023 and 21 closed out, a net change of -5 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2023 was Phoenix Financial, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2023.