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State Street SPDR S&P Health Care Equipment ETF

92 hedge funds and large institutions have $323M invested in State Street SPDR S&P Health Care Equipment ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 8892 (+4)

1.75% more ownership

Funds ownership: 55%56.76% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

4% less capital invested

Capital invested by funds: $337M → $323M (-$13.4M)

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
30
Reduced
31
Closed
8
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$68.3M +$435K +5,411 +0.6%
JP Morgan Chase
2
JP Morgan Chase
New York
$44.1M +$132K +1,643 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$28.2M +$6.61M +82,197 +29%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.7M -$829K -10,305 -3%
BHB
5
Bank Hapoalim BM
Israel
$19.3M -$627K -7,803 -3%
PVH
6
Psagot Value Holdings
Israel
$14.6M -$174K -2,170 -1%
AWM
7
Affinity Wealth Management
Delaware
$12.8M -$197K -2,456 -1%
UBS Group
8
UBS Group
Switzerland
$10.7M -$2.03M -25,259 -16%
RJA
9
Raymond James & Associates
Florida
$7.19M -$627K -7,797 -8%
RAM
10
Riggs Asset Management
Pennsylvania
$6.07M +$39K +485 +0.6%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.72M +$42.5K +528 +0.7%
LPL Financial
12
LPL Financial
California
$5.57M -$242K -3,006 -4%
AWM
13
AE Wealth Management
Kansas
$3.96M -$3.6M -44,733 -47%
SG Americas Securities
14
SG Americas Securities
New York
$3.9M +$4.02M +50,000 New
SS
15
Simplicity Solutions
Minnesota
$3.85M -$3.47M -43,126 -47%
Ameriprise
16
Ameriprise
Minnesota
$3.39M +$51.6K +642 +2%
KA
17
Kovack Advisors
Florida
$3.34M -$39.2K -487 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.24M -$499K -6,207 -13%
RFM
19
Royal Fund Management
Florida
$3.12M +$246K +3,060 +8%
Wells Fargo
20
Wells Fargo
California
$2.77M +$2.14M +26,559 +297%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2.72M -$2.24M -27,911 -44%
CAC
22
Certified Advisory Corp
Florida
$2.41M +$104K +1,292 +4%
FWM
23
Focused Wealth Management
New York
$2.32M -$5.79K -72 -0.2%
Goldman Sachs
24
Goldman Sachs
New York
$2.26M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.22M +$1.44M +17,956 +172%

XHE Hedge Fund Activity: Q3 2019 in Review

92 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2019, worth a combined $323M — down 4% from $337M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XHE positions and 8 closed out — a net gain of 4 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.61M. The largest seller was AE Wealth Management, cutting an estimated $3.6M.

  • 92 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2019, up from 88 in Q2 2019.
  • Funds reported $323M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2019, down 4% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2019 and 8 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2019 was Morgan Stanley, an estimated $6.61M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2019 was AE Wealth Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2019.