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State Street SPDR S&P Health Care Equipment ETF

38 hedge funds and large institutions have $77.8M invested in State Street SPDR S&P Health Care Equipment ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

27% more funds holding

Funds holding: 3038 (+8)

16% more capital invested

Capital invested by funds: $67.1M → $77.8M (+$10.7M)

1.75% less ownership

Funds ownership: 58.12%56.37% (-1.8%)

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
7
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
$34.4M +$666K +11,472 +2%
Morgan Stanley
2
Morgan Stanley
New York
$7.66M +$711K +12,248 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.89M +$76.9K +1,326 +1%
RAM
4
Riggs Asset Management
Pennsylvania
$4.74M +$33.1K +571 +0.7%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.61M +$3.41M +58,840 New
BHB
6
Bank Hapoalim BM
Israel
$2.94M +$84.1K +1,450 +3%
FMP
7
Financial Management Professionals
Texas
$2.56M +$2.42M +41,778 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.43M -$89.1K -1,535 -4%
UBS Group
9
UBS Group
Switzerland
$2.12M -$715K -12,318 -26%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.96M +$611K +10,526 +49%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.68M +$41.4K +714 +3%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$1.23M -$2.8M -48,282 -71%
Stifel Financial
13
Stifel Financial
Missouri
$1.12M -$116K -1,991 -10%
LPL Financial
14
LPL Financial
California
$931K -$39.9K -687 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$614K +$168K +2,895 +41%
RJA
16
Raymond James & Associates
Florida
$477K +$103K +1,781 +30%
Jane Street
17
Jane Street
New York
$467K +$441K +7,606 New
CA
18
Cornerstone Advisory
Maryland
$430K +$116K +2,000 +40%
CA
19
Corrado Advisors
New Jersey
$377K +$67.3K +1,160 +23%
Ameriprise
20
Ameriprise
Minnesota
$360K +$341K +5,875 New
Citadel Advisors
21
Citadel Advisors
Florida
$336K -$1.53M -26,426 -83%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$322K +$305K +5,251 New
SFA
23
Sequoia Financial Advisors
Ohio
$309K +$292K +5,040 New
Citigroup
24
Citigroup
New York
$202K +$23.3K +402 +14%
AG
25
Advisor Group
Arizona
$177K +$136K +2,346 +445%

XHE Hedge Fund Activity: Q2 2017 in Review

38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2017, worth a combined $77.8M — up 16% from $67.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XHE positions and 1 closed out — a net gain of 8 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.41M. The largest seller was 1832 Asset Management, cutting an estimated $2.8M.

  • 38 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2017, up from 30 in Q1 2017.
  • Funds reported $77.8M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2017, up 16% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2017 and 1 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $3.41M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2017 was 1832 Asset Management, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2017.