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State Street SPDR S&P Health Care Equipment ETF

102 hedge funds and large institutions have $315M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $226M → $315M (+$89.5M)

23% more funds holding

Funds holding: 83102 (+19)

7.28% more ownership

Funds ownership: 54.26%61.54% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
102
Holders Change
+19
Holders Change %
+22.89%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
24
Reduced
29
Closed
4
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
$73.4M -$1.67M -20,107 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$68.7M +$15.5M +186,575 +32%
Morgan Stanley
3
Morgan Stanley
New York
$22.9M -$1.2M -14,363 -5%
PVH
4
Psagot Value Holdings
Israel
$14.6M -$103K -1,236 -0.8%
BHB
5
Bank Hapoalim BM
Israel
$13.3M -$7.08M -85,078 -36%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$8.94M +$8.33M +100,000 New
UBS Group
7
UBS Group
Switzerland
$8.92M +$658K +7,900 +9%
LPL Financial
8
LPL Financial
California
$7.43M -$976K -11,715 -12%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.12M +$283K +3,395 +4%
RAM
10
Riggs Asset Management
Pennsylvania
$6.79M -$34.8K -418 -0.5%
RJA
11
Raymond James & Associates
Florida
$6.19M -$1.26M -15,146 -18%
LFAS
12
Level Four Advisory Services
Texas
$5.62M +$5.22M +62,662 New
Ameriprise
13
Ameriprise
Minnesota
$4.85M +$7.25K +87 +0.2%
KHLMVGHM
14
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.7M +$4.37M +52,518 New
RFM
15
Royal Fund Management
Florida
$3.99M -$108K -1,295 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.63M +$122K +1,466 +4%
CAC
17
Certified Advisory Corp
Florida
$3.15M +$206K +2,470 +8%
Wells Fargo
18
Wells Fargo
California
$2.85M +$207K +2,481 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.69M -$1.52M -18,203 -38%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.64M +$1.33M +15,922 +117%
NAM
21
NTV Asset Management
West Virginia
$2.16M +$2.01M +24,190 New
SWAG
22
Spectrum Wealth Advisory Group
California
$2.09M +$1.94M +23,345 New
MIC
23
Means Investment Company
Maine
$2.04M -$43K -516 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.01M -$238K -2,859 -11%
KHLMTHM
25
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.71M

XHE Hedge Fund Activity: Q2 2020 in Review

102 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2020, worth a combined $315M — up 40% from $226M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XHE positions and 4 closed out — a net gain of 20 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.5M. The largest seller was Bank Hapoalim BM, cutting an estimated $7.08M.

  • 102 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2020, up from 83 in Q1 2020.
  • Funds reported $315M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2020 and 4 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $15.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2020 was Bank Hapoalim BM, an estimated $7.08M sold.

Based on aggregated 13F filings for Q2 2020.