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State Street SPDR S&P Health Care Equipment ETF

22 hedge funds and large institutions have $72.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

132% more capital invested

Capital invested by funds: $31.1M → $72.2M (+$41.1M)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

37.12% more ownership

Funds ownership: 65.97%103.09% (+37%)

22% more funds holding

Funds holding: 1822 (+4)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
7
Reduced
4
Closed
3
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
$22.6M +$1.23M +24,222 +6%
NCM
2
Niemann Capital Management
Nevada
$15.6M +$15.2M +300,343 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M +$10.8M +212,924 New
UCFA
4
United Capital Financial Advisors
Texas
$9.31M +$9.11M +179,518 New
Morgan Stanley
5
Morgan Stanley
New York
$6.44M +$2.81M +55,312 +80%
BHB
6
Bank Hapoalim BM
Israel
$1.78M -$409K -8,050 -19%
LPL Financial
7
LPL Financial
California
$1.56M +$1.54M +30,417 New
UBS Group
8
UBS Group
Switzerland
$1.21M +$1.05M +20,683 +772%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$770K -$798K -15,731 -51%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$517K +$506K +9,964 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$480K +$460K +9,057 +4,529%
Jane Street
12
Jane Street
New York
$408K +$33.6K +662 +9%
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$160K -$42K -827 -21%
Wells Fargo
14
Wells Fargo
California
$147K +$2.69K +53 +2%
MFS
15
MSI Financial Services
Massachusetts
$58K +$5.08K +100 +10%
Citigroup
16
Citigroup
New York
$42K +$41K +808 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$39K -$22.8K -450 -38%
GWM
18
Geneos Wealth Management
Colorado
$5K +$5.33K +105 New
WP
19
WealthPLAN Partners
Nebraska
$4.1K
MWM
20
MinichMacGregor Wealth Management
New York
$3K
Creative Planning
21
Creative Planning
Kansas
$3K +$2.94K +58 New
Citadel Advisors
22
Citadel Advisors
Florida
-$1.45M -30,822 Closed
SG Americas Securities
23
SG Americas Securities
New York
-$1.32M -28,031 Closed
CLOS
24
Compagnie Lombard Odier SCmA
Switzerland
-$14K -300 Closed

XHE Hedge Fund Activity: Q3 2016 in Review

22 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2016, worth a combined $72.2M — up 132% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XHE positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.45M sold.

  • 22 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2016, up from 18 in Q2 2016.
  • Funds reported $72.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2016, up 132% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2016 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2016 was Niemann Capital Management, an estimated $15.2M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2016 was Citadel Advisors, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2016.