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State Street SPDR S&P Health Care Equipment ETF

111 hedge funds and large institutions have $173M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% more ownership

Funds ownership: 43.04%44.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 129111 (-18)

26% less capital invested

Capital invested by funds: $235M → $173M (-$62.3M)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

Holders
111
Holders Change
-18
Holders Change %
-13.95%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
37
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
101
Money Concepts Capital
Florida
$9K -$225K -2,387 -96%
APA
102
American Portfolios Advisors
New York
$8.57K
AWMS
103
Advocacy Wealth Management Services
Georgia
$6K -$1.6K -17 -20%
SPIA
104
Steward Partners Investment Advisory
New York
$6K
CFGS
105
Concourse Financial Group Securities
Alabama
$4K -$2.35K -25 -36%
CAAS
106
Capital Asset Advisory Services
Michigan
$4K
PWMG
107
Prestige Wealth Management Group
New Jersey
$3K +$1.7K +18 +150%
TCWM
108
Total Clarity Wealth Management
Illinois
$3K +$3.29K +35 New
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3.86K +41 New
AIP
110
Ahrens Investment Partners
Louisiana
$1K
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$99 +$9.7K +103 +10%
BRC
112
Bell Rock Capital
Delaware
-$495K -4,568 Closed
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
-$335K -2,998 Closed
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
-$316K -2,822 Closed
JWCA
115
J.W. Cole Advisors
Florida
-$282K -2,518 Closed
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
-$277K -2,507 Closed
PAG
117
Private Advisor Group
New Jersey
-$273K -2,437 Closed
MCA
118
Millennium Capital Advisors
Arkansas
-$252K -2,250 Closed
PIA
119
Perennial Investment Advisors
California
-$253K -2,250 Closed
PF
120
Phoenix Financial
Israel
-$252K -2,250 Closed
FAIM
121
Financial Advocates Investment Management
Washington
-$249K -2,229 Closed
SFG
122
Summit Financial Group
West Virginia
-$241K -2,150 Closed
AWA
123
Acorn Wealth Advisors
Michigan
-$236K -2,105 Closed
GVAG
124
Great Valley Advisor Group
Delaware
-$218K -1,944 Closed
CIBC World Market
125
CIBC World Market
Ontario, Canada
-$217K -1,940 Closed

XHE Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2022, worth a combined $173M — down 26% from $235M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XHE and 12 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 23 added.

The largest buyer was Citigroup, adding an estimated $4.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.49M.

  • 111 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2022, down from 129 in Q1 2022.
  • Funds reported $173M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2022 and 29 closed out, a net change of -17 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2022 was Citigroup, an estimated $4.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2022.