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State Street SPDR S&P Health Care Equipment ETF

8 hedge funds and large institutions have $16.8M invested in State Street SPDR S&P Health Care Equipment ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

18% more capital invested

Capital invested by funds: $14.3M → $16.8M (+$2.51M)

0% more funds holding

Funds holding: 88 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

10.42% less ownership

Funds ownership: 149.46%139.04% (-10%)

Holders
8
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10M +$779K +23,216 +9%
Morgan Stanley
2
Morgan Stanley
New York
$2.93M +$32.3K +964 +1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.27M +$497K +14,808 +29%
DS
4
DRW Securities
Illinois
$631K -$161K -4,790 -22%
U
5
UBS
Switzerland
$328K -$37.8K -1,126 -11%
LPL Financial
6
LPL Financial
California
$282K +$265K +7,912 New
Wells Fargo
7
Wells Fargo
California
$279K -$86.5K -2,580 -24%
AIG
8
American International Group
New York
$33.7K +$6.37K +190 +24%
BFEC
9
Benjamin F. Edwards & Company
Missouri
-$10.7K -318 Closed

XHE Hedge Fund Activity: Q3 2013 in Review

8 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2013, worth a combined $16.8M — up 18% from $14.3M a quarter earlier.

Fund positioning in XHE was balanced in Q3 2013: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $779K. The largest seller was DRW Securities, cutting an estimated $161K.

  • 8 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $16.8M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2013, up 18% quarter-over-quarter.
  • 1 fund opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2013 and 1 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2013 was Bank of America, an estimated $779K added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2013 was DRW Securities, an estimated $161K sold.

Based on aggregated 13F filings for Q3 2013.