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State Street SPDR S&P Health Care Equipment ETF

98 hedge funds and large institutions have $357M invested in State Street SPDR S&P Health Care Equipment ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 5

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

61% more funds holding

Funds holding: 6198 (+37)

50% more capital invested

Capital invested by funds: $239M → $357M (+$119M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8.28% less ownership

Funds ownership: 54.12%45.85% (-8.3%)

Holders
98
Holders Change
+37
Holders Change %
+60.66%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
30
Reduced
14
Closed
5
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
$58.6M +$4.35M +51,976 +8%
NCM
2
Niemann Capital Management
Nevada
$29M -$389K -4,649 -1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$27.1M +$3.39M +40,546 +15%
Morgan Stanley
4
Morgan Stanley
New York
$25M +$8.56M +102,377 +56%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$18.1M +$56.5K +676 +0.3%
PWS
6
Paragon Wealth Strategies
Florida
$17.8M +$8.54M +102,154 +101%
RJA
7
Raymond James & Associates
Florida
$17M +$3.69M +44,125 +30%
UBS Group
8
UBS Group
Switzerland
$12.4M +$8M +95,644 +212%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10.6M +$4.95M +59,207 +97%
PS
10
Portfolio Strategies
New York
$10.4M +$353K +4,225 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.6M +$9.14M +109,309 New
BCM
12
Brookstone Capital Management
Illinois
$9.45M +$73.8K +882 +0.8%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$9.24M +$4.61M +55,090 +110%
LPL Financial
14
LPL Financial
California
$8.54M +$5.14M +61,487 +172%
RAM
15
Riggs Asset Management
Pennsylvania
$6.93M -$10.1K -121 -0.2%
BHB
16
Bank Hapoalim BM
Israel
$6.78M +$501K +5,996 +8%
SAM
17
Stringer Asset Management
Tennessee
$6.52M +$535K +6,394 +9%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.14M -$693K -8,286 -11%
Ameriprise
19
Ameriprise
Minnesota
$6.05M +$2.83M +33,801 +98%
UCFA
20
United Capital Financial Advisors
Texas
$6.04M -$2.74M -32,773 -32%
Jane Street
21
Jane Street
New York
$4.85M +$316K +3,783 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.42M +$861K +10,295 +26%
KA
23
Kovack Advisors
Florida
$3.67M +$3.49M +41,749 New
CI
24
Cavalier Investments
Georgia
$3.16M +$3.01M +36,011 New
WI
25
WBI Investments
New Jersey
$3.09M +$2.94M +35,206 New

XHE Hedge Fund Activity: Q3 2018 in Review

98 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2018, worth a combined $357M — up 50% from $239M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XHE positions and 5 closed out — a net gain of 37 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $9.14M. The largest seller was Cornerstone Wealth Management, cutting an estimated $15.2M.

  • 98 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2018, up from 61 in Q2 2018.
  • Funds reported $357M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2018, up 50% quarter-over-quarter.
  • 42 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2018 and 5 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $9.14M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2018.