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State Street SPDR S&P Health Care Equipment ETF

107 hedge funds and large institutions have $339M invested in State Street SPDR S&P Health Care Equipment ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

16% more funds holding

Funds holding: 92107 (+15)

2.38% more ownership

Funds ownership: 56.76%59.14% (+2.4%)

5% more capital invested

Capital invested by funds: $323M → $339M (+$15.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
23
Reduced
38
Closed
9
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
$72.9M -$1.93M -23,720 -3%
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$47.1M +$44.7M +550,000 New
Morgan Stanley
3
Morgan Stanley
New York
$28.1M -$2.72M -33,391 -9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22M -$5.88M -72,322 -22%
BHB
5
Bank Hapoalim BM
Israel
$20.3M -$960K -11,803 -5%
PVH
6
Psagot Value Holdings
Israel
$15M -$954K -11,722 -6%
UBS Group
7
UBS Group
Switzerland
$11.9M +$130K +1,597 +1%
AWM
8
AE Wealth Management
Kansas
$9.98M +$5.36M +65,867 +130%
SS
9
Simplicity Solutions
Minnesota
$9.63M +$5.14M +63,179 +128%
RJA
10
Raymond James & Associates
Florida
$7.64M -$235K -2,894 -3%
RAM
11
Riggs Asset Management
Pennsylvania
$6.73M +$58.4K +718 +0.9%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.19M -$94.5K -1,162 -2%
LPL Financial
13
LPL Financial
California
$6M -$104K -1,275 -2%
CI
14
Cavalier Investments
Georgia
$5.46M +$5.18M +63,690 New
JAWM
15
J. Arnold Wealth Management
Ohio
$5.21M +$4.95M +60,888 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.19M +$3.56M +43,771 +842%
Ameriprise
17
Ameriprise
Minnesota
$3.79M +$70.8K +870 +2%
KA
18
Kovack Advisors
Florida
$3.7M +$32K +393 +0.9%
RFM
19
Royal Fund Management
Florida
$3.63M +$205K +2,517 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.21M -$331K -4,068 -10%
FWM
21
Focused Wealth Management
New York
$2.85M +$288K +3,536 +12%
CAC
22
Certified Advisory Corp
Florida
$2.65M +$4.96K +61 +0.2%
Wells Fargo
23
Wells Fargo
California
$2.6M -$415K -5,099 -14%
AG
24
Advisor Group
Arizona
$2.13M -$82.2K -1,010 -4%
ACA
25
Aptus Capital Advisors
Alabama
$2.05M -$106K -1,308 -5%

XHE Hedge Fund Activity: Q4 2019 in Review

107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2019, worth a combined $339M — up 4.9% from $323M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XHE positions and 9 closed out — a net gain of 18 holders — while 23 added to existing stakes and 38 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $44.7M. The largest seller was JP Morgan Chase, cutting an estimated $44.4M.

  • 107 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2019, up from 92 in Q3 2019.
  • Funds reported $339M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2019 and 9 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2019 was BNP Paribas Financial Markets, an estimated $44.7M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2019 was JP Morgan Chase, an estimated $44.4M sold.

Based on aggregated 13F filings for Q4 2019.