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State Street SPDR S&P Health Care Equipment ETF

37 hedge funds and large institutions have $81.5M invested in State Street SPDR S&P Health Care Equipment ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $77.8M → $81.5M (+$3.74M)

3% less funds holding

Funds holding: 3837 (-1)

3.35% less ownership

Funds ownership: 56.37%53.02% (-3.3%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
7
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
$35.5M +$223K +3,630 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$8.11M +$266K +4,331 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.25M +$205K +3,340 +3%
RAM
4
Riggs Asset Management
Pennsylvania
$4.86M +$9.39K +153 +0.2%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.7M +$37.5K +611 +1%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3.15M +$1.11M +18,097 +56%
BHB
7
Bank Hapoalim BM
Israel
$3.05M +$36.2K +590 +1%
FMP
8
Financial Management Professionals
Texas
$2.78M +$154K +2,516 +6%
Jane Street
9
Jane Street
New York
$1.98M +$1.47M +23,947 +315%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.68M -$44.8K -729 -3%
UBS Group
11
UBS Group
Switzerland
$1.6M -$556K -9,061 -26%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$1.22M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.16M -$1.3M -21,123 -53%
Stifel Financial
14
Stifel Financial
Missouri
$1.12M -$24.5K -399 -2%
LPL Financial
15
LPL Financial
California
$1.03M +$74.7K +1,217 +8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$657K +$27.9K +454 +5%
RJA
17
Raymond James & Associates
Florida
$481K -$7.18K -117 -2%
Ameriprise
18
Ameriprise
Minnesota
$481K +$111K +1,813 +31%
CA
19
Cornerstone Advisory
Maryland
$440K
AG
20
Advisor Group
Arizona
$397K +$211K +3,444 +120%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$330K
SFA
22
Sequoia Financial Advisors
Ohio
$316K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$314K +$278K +4,528 +968%
CA
24
Corrado Advisors
New Jersey
$289K -$94.9K -1,545 -25%
Citigroup
25
Citigroup
New York
$185K -$20.6K -336 -10%

XHE Hedge Fund Activity: Q3 2017 in Review

37 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 Q3 2017, worth a combined $81.5M — up 4.8% from $77.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of XHE and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $1.47M. The largest seller was Susquehanna International Group, cutting an estimated $1.3M.

  • 37 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2017, down from 38 in Q2 2017.
  • Funds reported $81.5M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2017, up 4.8% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2017 and 3 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2017 was Jane Street, an estimated $1.47M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2017 was Susquehanna International Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2017.