State Street SPDR S&P Health Care Equipment ETF
XHE
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.
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: 2 → 3 (+1)
10% more funds holding
Funds holding: 116 → 128 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.4M |
| 2 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
+$7.37M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$3.34M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$3.3M |
| 5 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$57.2M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$16.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.06M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$5.87M |
| 5 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$4.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
126
Global Retirement Partners
San Rafael,
California
| $3K | +$3.01K | +25 | New |
|
|
MIH
127
Meitav Investment House
Bene-Beraq,
Israel
| $2.62K | +$2.64M | +21,891 | New |
|
|
PWMG
128
Prestige Wealth Management Group
Flemington,
New Jersey
| $1K | +$1.45K | +12 | New |
|
|
KM
129
Kalos Management
Alpharetta,
Georgia
| – | -$708K | -5,585 | Closed |
|
|
CCFM
130
Clear Creek Financial Management
Silverdale,
Washington
| – | -$482K | -4,236 | Closed |
|
131
Millennium Management
New York
| – | -$242K | -2,127 | Closed |
|
|
LGA
132
Lebenthal Global Advisors
Hauppauge,
New York
| – | -$122K | -1,075 | Closed |
|
|
GI
133
Gradient Investments
Arden Hills,
Minnesota
| – | -$75K | -769 | Closed |
|
|
IA
134
IFS Advisors
Overland Park,
Kansas
| – | -$41K | -368 | Closed |
|
135
Bessemer Group
Woodbridge,
New Jersey
| – | -$38K | -338 | Closed |
|
|
AWA
136
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$21.1K | -175 | Closed |
|
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.