State Street SPDR S&P Health Care Equipment ETF
XHE
13 hedge funds and large institutions have $30M invested in State Street SPDR S&P Health Care Equipment ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
18% more funds holding
Funds holding: 11 → 13 (+2)
3% less capital invested
Capital invested by funds: $30.8M → $30M (-$846K)
2.05% less ownership
Funds ownership: 129.04% → 126.99% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$803K |
| 2 |
Morgan Stanley
New York
|
+$595K |
| 3 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$301K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$208K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$82.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.51M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $17.5M | +$803K | +17,084 | +5% |
|
|
2
Morgan Stanley
New York
| $9.99M | +$595K | +12,670 | +6% |
|
|
BHB
3
Bank Hapoalim BM
Tel Aviv,
Israel
| $996K | +$301K | +6,400 | +44% |
|
|
4
UBS Group
Zurich,
Switzerland
| $392K | -$103K | -2,184 | -21% |
|
|
ST
5
Spinnaker Trust
Portland,
Maine
| $359K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $238K | +$37.2K | +792 | +19% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $209K | +$208K | +4,432 | New |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $89K | +$24.8K | +528 | +39% |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $83K | +$82.3K | +1,750 | New |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $79K | – | – | – |
|
|
AIG
11
American International Group
New York
| $35.6K | +$35.4K | +754 | New |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$18K | +384 | New |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.51M | -52,558 | Closed |
|
XHE Hedge Fund Activity: Q2 2015 in Review
13 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2015, worth a combined $30M — down 2.7% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XHE positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $803K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.51M sold.
- 13 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2015, up from 11 in Q1 2015.
- Funds reported $30M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2015, down 2.7% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2015 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2015 was Bank of America, an estimated $803K added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2015 was Susquehanna International Group, an estimated $2.51M sold.
Based on aggregated 13F filings for Q2 2015.