State Street SPDR S&P Health Care Equipment ETF
XHE
97 hedge funds and large institutions have $359M 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, 31 increasing their positions, 12 reducing their positions, and 5 closing their positions.
740% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 5
158% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 12
62% more funds holding
Funds holding: 60 → 97 (+37)
52% more capital invested
Capital invested by funds: $236M → $359M (+$122M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.98% less ownership
Funds ownership: 50.85% → 45.87% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.14M |
| 2 |
Morgan Stanley
New York
|
+$8.56M |
| 3 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$8.54M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.74M |
| 2 |
HFM
Harvest Fund Management
Beijing,
China
|
-$782K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$693K |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$389K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$258K |
XHE Hedge Fund Activity: Q3 2018 in Review
97 of the 4,391 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 $359M — up 52% from $236M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new XHE positions and 5 closed out — a net gain of 37 holders — while 31 added to existing stakes and 12 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $9.14M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.74M.
- 97 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2018, up from 60 in Q2 2018.
- Funds reported $359M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2018, up 52% 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 United Capital Financial Advisors, an estimated $2.74M sold.
Based on aggregated 13F filings for Q3 2018.