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State Street SPDR S&P Health Care Equipment ETF

61 hedge funds and large institutions have $239M invested in State Street SPDR S&P Health Care Equipment ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

135% more capital invested

Capital invested by funds: $101M → $239M (+$137M)

45% more funds holding

Funds holding: 4261 (+19)

7.25% more ownership

Funds ownership: 46.87%54.12% (+7.3%)

Holders
61
Holders Change
+19
Holders Change %
+45.24%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
23
Reduced
4
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
$48.1M +$4.24M +56,656 +10%
NCM
2
Niemann Capital Management
Nevada
$26.2M +$25.1M +335,279 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21M +$2.31M +30,889 +13%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.1M +$15.4M +205,420 New
Morgan Stanley
5
Morgan Stanley
New York
$14.2M +$3.14M +41,987 +30%
RJA
6
Raymond James & Associates
Florida
$11.7M +$10.6M +141,614 +1,834%
PS
7
Portfolio Strategies
New York
$8.94M +$8.34M +111,395 +3,836%
BCM
8
Brookstone Capital Management
Illinois
$8.35M +$7.99M +106,760 New
UCFA
9
United Capital Financial Advisors
Texas
$7.94M +$7.6M +101,554 New
PWS
10
Paragon Wealth Strategies
Florida
$7.89M +$7.55M +100,846 New
RAM
11
Riggs Asset Management
Pennsylvania
$6.19M +$39.2K +523 +0.7%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.12M +$71.6K +957 +1%
BHB
13
Bank Hapoalim BM
Israel
$5.57M +$1.22M +16,327 +30%
SAM
14
Stringer Asset Management
Tennessee
$5.31M +$5.08M +67,830 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.79M +$4.58M +61,172 New
Jane Street
16
Jane Street
New York
$4.02M +$1.5M +19,989 +64%
UBS Group
17
UBS Group
Switzerland
$3.53M +$1.26M +16,792 +59%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.5M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.13M +$470K +6,279 +19%
LPL Financial
20
LPL Financial
California
$2.8M +$1.09M +14,604 +69%
Ameriprise
21
Ameriprise
Minnesota
$2.69M +$1.58M +21,080 +159%
CWM
22
Cornerstone Wealth Management
Missouri
$2.47M +$14.6M +194,508 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.13M +$2.02M +27,016 +13,508%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.92M +$1.84M +24,565 New
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$1.69M -$210K -2,800 -11%

XHE Hedge Fund Activity: Q2 2018 in Review

61 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2018, worth a combined $239M — up 135% from $101M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new XHE positions and 2 closed out — a net gain of 19 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $25.1M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $947K sold.

  • 61 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2018, up from 42 in Q1 2018.
  • Funds reported $239M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2018, up 135% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2018 and 2 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2018 was Niemann Capital Management, an estimated $25.1M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2018.