State Street SPDR S&P Health Care Equipment ETF
XHE
108 hedge funds and large institutions have $253M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 21 closing their positions.
278% more call options, than puts
Call options by funds: $140K | Put options by funds: $37K
54% more capital invested
Capital invested by funds: $164M → $253M (+$89.4M)
11.06% more ownership
Funds ownership: 42.45% → 53.5% (+11%)
11% less funds holding
Funds holding: 121 → 108 (-13)
48% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
60% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$102M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.7M |
| 3 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$3.23M |
| 4 |
JP Morgan Chase
New York
|
+$2.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
-$10.6M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$5.13M |
| 3 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
-$4.94M |
| 4 |
Citigroup
New York
|
-$3.35M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
126
Coppell Advisory Solutions
Coppell,
Texas
| – | -$4.5K | -50 | Closed |
|
|
CASC
127
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$4.5K | -50 | Closed |
|
128
Simplex Trading
Chicago,
Illinois
| – | -$2K | -23 | Closed |
|
|
PA
129
Parallel Advisors
San Francisco,
California
| – | -$1.8K | -20 | Closed |
|
XHE Hedge Fund Activity: Q1 2023 in Review
108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2023, worth a combined $253M — up 54% from $164M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of XHE and 11 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 18 added.
The largest buyer was Phoenix Financial, opening a new position worth an estimated $102M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $10.6M sold.
- 108 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2023, down from 121 in Q4 2022.
- Funds reported $253M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2023, up 54% quarter-over-quarter.
- 11 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2023 and 21 closed out, a net change of -10 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2023 was Phoenix Financial, an estimated $102M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2023 was Mirabella Financial Services, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2023.