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State Street SPDR S&P Health Care Equipment ETF

42 hedge funds and large institutions have $101M invested in State Street SPDR S&P Health Care Equipment ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $93.2M → $101M (+$8.16M)

2% less funds holding

Funds holding: 4342 (-1)

4.66% less ownership

Funds ownership: 51.53%46.87% (-4.7%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
11
Closed
5
Calls
$163K
Puts
Net Calls
+$163K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$38.9M +$59.5K +873 +0.2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.5M +$1.56M +22,917 +11%
Morgan Stanley
3
Morgan Stanley
New York
$9.77M -$2.82M -41,354 -23%
RAM
4
Riggs Asset Management
Pennsylvania
$5.48M +$48.6K +713 +0.9%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.37M -$1.46M -21,460 -22%
BHB
6
Bank Hapoalim BM
Israel
$3.83M +$513K +7,535 +16%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.5M +$119K +1,746 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.36M +$382K +5,602 +20%
Jane Street
9
Jane Street
New York
$2.19M +$945K +13,875 +79%
UBS Group
10
UBS Group
Switzerland
$1.98M +$170K +2,497 +10%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.71M -$166K -2,434 -9%
LPL Financial
12
LPL Financial
California
$1.48M +$211K +3,096 +17%
Stifel Financial
13
Stifel Financial
Missouri
$1.2M +$18.9K +277 +2%
MIAN
14
Mariner Independent Advisor Network
Kansas
$947K +$926K +13,585 New
Ameriprise
15
Ameriprise
Minnesota
$925K +$124K +1,814 +16%
JP Morgan Chase
16
JP Morgan Chase
New York
$805K -$3.27M -48,068 -81%
FWM
17
Focused Wealth Management
New York
$635K +$621K +9,108 New
RJA
18
Raymond James & Associates
Florida
$538K +$10.3K +151 +2%
Citigroup
19
Citigroup
New York
$387K +$178K +2,606 +89%
CA
20
Cornerstone Advisory
Maryland
$384K -$102K -1,500 -21%
AG
21
Advisor Group
Arizona
$380K -$237K -3,474 -39%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$367K -$14.7K -216 -4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$364K -$16.4K -240 -4%
AI
24
Atria Investments
North Carolina
$315K +$308K +4,521 New
PS
25
Portfolio Strategies
New York
$203K -$3.47K -51 -2%

XHE Hedge Fund Activity: Q1 2018 in Review

42 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2018, worth a combined $101M — up 8.8% from $93.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XHE and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 18 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.56M. The largest seller was JP Morgan Chase, cutting an estimated $3.27M.

  • 42 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2018, down from 43 in Q4 2017.
  • Funds reported $101M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2018, up 8.8% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2018 and 5 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $1.56M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2018 was JP Morgan Chase, an estimated $3.27M sold.

Based on aggregated 13F filings for Q1 2018.