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State Street SPDR S&P Health Care Equipment ETF

100 hedge funds and large institutions have $325M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $315M → $325M (+$9.12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1.91% less ownership

Funds ownership: 61.54%59.63% (-1.9%)

2% less funds holding

Funds holding: 102100 (-2)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
35
Closed
14
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$79.9M -$64.3K -678 -0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$74M +$103K +1,086 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$26.6M +$1.67M +17,595 +7%
PVH
4
Psagot Value Holdings
Israel
$13.9M -$1.96M -20,688 -13%
Ameriprise
5
Ameriprise
Minnesota
$9.99M +$4.59M +48,428 +89%
UBS Group
6
UBS Group
Switzerland
$9.92M +$203K +2,142 +2%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$9.74M
LPL Financial
8
LPL Financial
California
$9.14M +$1.02M +10,778 +13%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.68M -$81.5K -860 -1%
RJA
10
Raymond James & Associates
Florida
$6.45M -$280K -2,950 -4%
KHLMVGHM
11
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.11M
SWAG
12
Spectrum Wealth Advisory Group
California
$4.95M +$2.64M +27,817 +119%
Wells Fargo
13
Wells Fargo
California
$4.88M +$1.72M +18,163 +57%
RFM
14
Royal Fund Management
Florida
$4.63M +$282K +2,978 +7%
AWMS
15
Advocacy Wealth Management Services
Georgia
$4.15M +$2.48M +26,116 +156%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.87M -$82.7K -872 -2%
LFAS
17
Level Four Advisory Services
Texas
$3.13M -$2.89M -30,508 -49%
NAM
18
NTV Asset Management
West Virginia
$2.37M +$10.9K +115 +0.5%
PAG
19
Private Advisor Group
New Jersey
$2.27M +$396K +4,173 +22%
MIC
20
Means Investment Company
Maine
$2.17M -$36.6K -386 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.08M -$778K -8,205 -28%
NEIRG
22
New England Investment & Retirement Group
Massachusetts
$2.04M +$194K +2,047 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$2M -$910K -9,594 -32%
Truist Financial
24
Truist Financial
North Carolina
$1.91M +$145K +1,532 +8%
KHLMTHM
25
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.87M

XHE Hedge Fund Activity: Q3 2020 in Review

100 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2020, worth a combined $325M — up 2.9% from $315M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XHE and 13 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 29 added.

The largest buyer was Bank Hapoalim BM, adding an estimated $6.37M. The largest seller was Riggs Asset Management, exiting entirely with an estimated $6.79M sold.

  • 100 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $325M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2020 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2020 was Bank Hapoalim BM, an estimated $6.37M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2020 was Riggs Asset Management, an estimated $6.79M sold.

Based on aggregated 13F filings for Q3 2020.