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State Street SPDR S&P Health Care Equipment ETF

30 hedge funds and large institutions have $67.1M invested in State Street SPDR S&P Health Care Equipment ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

57% more capital invested

Capital invested by funds: $42.7M → $67.1M (+$24.4M)

25% more funds holding

Funds holding: 2430 (+6)

0.92% more ownership

Funds ownership: 57.2%58.12% (+0.92%)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
2
Closed
2
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
$30.9M +$3.64M +68,026 +14%
Morgan Stanley
2
Morgan Stanley
New York
$6.34M -$2.88M -53,906 -32%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.34M +$1.56M +29,110 +44%
RAM
4
Riggs Asset Management
Pennsylvania
$4.31M +$4.1M +76,652 New
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$3.85M +$3.66M +68,371 New
UBS Group
6
UBS Group
Switzerland
$2.63M +$835K +15,618 +50%
BHB
7
Bank Hapoalim BM
Israel
$2.62M -$118K -2,208 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.31M +$1.88M +35,152 +588%
Citadel Advisors
9
Citadel Advisors
Florida
$1.79M +$1.71M +31,898 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.5M +$1.43M +26,698 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.21M +$1.05M +19,651 +1,059%
Stifel Financial
12
Stifel Financial
Missouri
$1.14M +$105K +1,958 +11%
LPL Financial
13
LPL Financial
California
$893K +$153K +2,871 +22%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$400K +$45.1K +843 +13%
SG Americas Securities
15
SG Americas Securities
New York
$344K +$327K +6,123 New
RJA
16
Raymond James & Associates
Florida
$337K +$64.7K +1,210 +25%
CA
17
Corrado Advisors
New Jersey
$281K +$46.8K +875 +21%
CA
18
Cornerstone Advisory
Maryland
$281K +$267K +5,000 New
Citigroup
19
Citigroup
New York
$162K +$81.9K +1,531 +113%
Wells Fargo
20
Wells Fargo
California
$145K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$105K +$20.9K +390 +26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$37K +$24.3K +455 +228%
AG
23
Advisor Group
Arizona
$29K +$7.91K +148 +39%
EDRH
24
Edmond de Rothschild Holding
Switzerland
$26K +$24.8K +464 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$19K +$18.2K +340 New

XHE Hedge Fund Activity: Q1 2017 in Review

30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2017, worth a combined $67.1M — up 57% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XHE positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was Riggs Asset Management, opening a new position worth an estimated $4.1M. The largest seller was Morgan Stanley, cutting an estimated $2.88M.

  • 30 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2017, up from 24 in Q4 2016.
  • Funds reported $67.1M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2017, up 57% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2017 and 2 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2017 was Riggs Asset Management, an estimated $4.1M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2017 was Morgan Stanley, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2017.