State Street SPDR S&P Health Care Equipment ETF
XHE
98 hedge funds and large institutions have $357M invested in State Street SPDR S&P Health Care Equipment ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 5 closing their positions.
740% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 5
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
61% more funds holding
Funds holding: 61 → 98 (+37)
50% more capital invested
Capital invested by funds: $239M → $357M (+$119M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8.28% less ownership
Funds ownership: 54.12% → 45.85% (-8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.14M |
| 2 |
Morgan Stanley
New York
|
+$8.56M |
| 3 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$8.54M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$15.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.74M |
| 3 |
HFM
Harvest Fund Management
Beijing,
China
|
-$782K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$693K |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$389K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$61K | -774 | Closed |
|
102
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -10 | Closed |
|
XHE Hedge Fund Activity: Q3 2018 in Review
98 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2018, worth a combined $357M — up 50% from $239M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new XHE positions and 5 closed out — a net gain of 37 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $9.14M. The largest seller was Cornerstone Wealth Management, cutting an estimated $15.2M.
- 98 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2018, up from 61 in Q2 2018.
- Funds reported $357M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2018, up 50% quarter-over-quarter.
- 42 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2018 and 5 closed out, a net change of +37 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $9.14M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2018.