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State Street SPDR S&P Health Care Equipment ETF

83 hedge funds and large institutions have $226M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

4.87% less ownership

Funds ownership: 59.14%54.26% (-4.9%)

22% less funds holding

Funds holding: 10783 (-24)

33% less capital invested

Capital invested by funds: $339M → $226M (-$113M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
83
Holders Change
-24
Holders Change %
-22.43%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
27
Reduced
26
Closed
32
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$60.3M -$777K -9,558 -1%
JP Morgan Chase
2
JP Morgan Chase
New York
$41.7M +$45.8M +562,697 +2,967%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M -$4.72M -58,064 -18%
BHB
4
Bank Hapoalim BM
Israel
$16.7M -$237K -2,918 -1%
PVH
5
Psagot Value Holdings
Israel
$11.8M -$869K -10,689 -6%
LPL Financial
6
LPL Financial
California
$6.79M +$2.01M +24,697 +35%
UBS Group
7
UBS Group
Switzerland
$6.59M -$3.83M -47,094 -34%
RJA
8
Raymond James & Associates
Florida
$6.05M -$395K -4,857 -5%
RAM
9
Riggs Asset Management
Pennsylvania
$5.47M -$175K -2,155 -3%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.47M +$330K +4,055 +6%
Ameriprise
11
Ameriprise
Minnesota
$3.88M +$804K +9,883 +22%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.46M +$3.93M +48,282 New
RFM
13
Royal Fund Management
Florida
$3.29M +$282K +3,464 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.81M +$141K +1,729 +5%
CAC
15
Certified Advisory Corp
Florida
$2.35M +$147K +1,809 +6%
Wells Fargo
16
Wells Fargo
California
$2.11M -$78.9K -970 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.82M -$18.8M -231,660 -90%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.8M -$1.94M -23,816 -49%
MIC
19
Means Investment Company
Maine
$1.75M -$16.3K -201 -0.9%
Truist Financial
20
Truist Financial
North Carolina
$1.47M +$116K +1,431 +8%
KHLMTHM
21
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.37M +$1.56M +19,170 New
Citigroup
22
Citigroup
New York
$1.22M +$263K +3,233 +24%
CFGS
23
Concourse Financial Group Securities
Alabama
$1.16M +$31.9K +392 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.15M +$109K +1,337 +9%
Stifel Financial
25
Stifel Financial
Missouri
$1.12M +$61.9K +761 +5%

XHE Hedge Fund Activity: Q1 2020 in Review

83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2020, worth a combined $226M — down 33% from $339M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of XHE and 10 opened new positions — a net loss of 22 holders — while 26 trimmed existing stakes and 27 added.

The largest buyer was JP Morgan Chase, adding an estimated $45.8M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $47.1M sold.

  • 83 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2020, down from 107 in Q4 2019.
  • Funds reported $226M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2020, down 33% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2020 and 32 closed out, a net change of -22 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $45.8M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2020 was BNP Paribas Financial Markets, an estimated $47.1M sold.

Based on aggregated 13F filings for Q1 2020.