State Street SPDR S&P Health Care Equipment ETF
XHE
129 hedge funds and large institutions have $235M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 29 closing their positions.
5.33% less ownership
Funds ownership: 48.37% → 43.04% (-5.3%)
13% less funds holding
Funds holding: 148 → 129 (-19)
30% less capital invested
Capital invested by funds: $338M → $235M (-$102M)
38% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 45
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
59% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.58M |
| 4 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$1.52M |
| 5 |
Goldman Sachs
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$76.7M |
| 2 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
-$5.28M |
| 3 |
Millennium Management
New York
|
-$4.97M |
| 4 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$3.93M |
| 5 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$3.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
151
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$15K | -125 | Closed |
|
|
MWM
152
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$10K | -87 | Closed |
|
153
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$10K | -85 | Closed |
|
|
CSWM
154
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| – | -$7K | -56 | Closed |
|
|
CA
155
CoreCap Advisors
Southfield,
Michigan
| – | -$6K | -51 | Closed |
|
|
CWA
156
Clearview Wealth Advisors
Salem,
Oregon
| – | -$5K | -40 | Closed |
|
157
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3K | -22 | Closed |
|
158
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -21 | Closed |
|
XHE Hedge Fund Activity: Q1 2022 in Review
129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2022, worth a combined $235M — down 30% from $338M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of XHE and 12 opened new positions — a net loss of 17 holders — while 45 trimmed existing stakes and 28 added.
The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was Bank of America, cutting an estimated $76.7M.
- 129 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2022, down from 148 in Q4 2021.
- Funds reported $235M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2022, down 30% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2022 and 29 closed out, a net change of -17 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2022 was Morgan Stanley, an estimated $19.1M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2022 was Bank of America, an estimated $76.7M sold.
Based on aggregated 13F filings for Q1 2022.