We are live on ! Find out more
XHE icon

State Street SPDR S&P Health Care Equipment ETF

43 hedge funds and large institutions have $93.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

16% more funds holding

Funds holding: 3743 (+6)

14% more capital invested

Capital invested by funds: $81.5M → $93.2M (+$11.7M)

1.5% less ownership

Funds ownership: 53.02%51.53% (-1.5%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
11
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
$35.9M -$467K -7,237 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.8M +$13.1M +203,758 +1,949%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$3.37M +52,244 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.35M -$51.5K -798 -0.8%
RAM
5
Riggs Asset Management
Pennsylvania
$5.01M +$30.6K +475 +0.6%
JP Morgan Chase
6
JP Morgan Chase
New York
$3.84M +$10.4K +162 +0.3%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.12M -$113K -1,753 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.81M +$97.1K +1,506 +6%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$1.73M +$439K +6,808 +34%
UBS Group
10
UBS Group
Switzerland
$1.67M +$28.8K +446 +2%
LPL Financial
11
LPL Financial
California
$1.16M +$108K +1,670 +10%
Jane Street
12
Jane Street
New York
$1.13M -$902K -13,992 -44%
Stifel Financial
13
Stifel Financial
Missouri
$1.09M -$55.7K -864 -5%
Ameriprise
14
Ameriprise
Minnesota
$732K +$243K +3,767 +49%
AG
15
Advisor Group
Arizona
$575K +$166K +2,581 +41%
RJA
16
Raymond James & Associates
Florida
$488K -$5.48K -85 -1%
CA
17
Cornerstone Advisory
Maryland
$451K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$353K +$14.7K +228 +4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$351K +$29.6K +459 +9%
SFA
20
Sequoia Financial Advisors
Ohio
$325K
CA
21
Corrado Advisors
New Jersey
$295K -$1.81K -28 -0.6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$213K -$978K -15,161 -82%
Citigroup
23
Citigroup
New York
$190K -$387 -6 -0.2%
PS
24
Portfolio Strategies
New York
$190K +$191K +2,955 New
Wells Fargo
25
Wells Fargo
California
$166K

XHE Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2017, worth a combined $93.2M — up 14% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XHE positions and 1 closed out — a net gain of 6 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.1M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $2.78M sold.

  • 43 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2017, up from 37 in Q3 2017.
  • Funds reported $93.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2017 and 1 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2017 was Raymond James Financial Services Advisors, an estimated $13.1M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2017 was Financial Management Professionals, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2017.