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State Street SPDR S&P Health Care Equipment ETF

116 hedge funds and large institutions have $410M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26% more capital invested

Capital invested by funds: $325M → $410M (+$85.9M)

16% more funds holding

Funds holding: 100116 (+16)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

1.22% less ownership

Funds ownership: 59.63%58.42% (-1.2%)

Holders
116
Holders Change
+16
Holders Change %
+16%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
34
Reduced
32
Closed
7
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$93.7M +$240K +2,284 +0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
$87.9M +$319K +3,029 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$32.8M +$1.58M +15,061 +6%
BHB
4
Bank Hapoalim BM
Israel
$25.9M +$1.26M +11,968 +6%
PVH
5
Psagot Value Holdings
Israel
$13.2M -$2.79M -26,533 -19%
LPL Financial
6
LPL Financial
California
$11.9M +$1.16M +11,025 +12%
Ameriprise
7
Ameriprise
Minnesota
$10.7M -$804K -7,646 -7%
UBS Group
8
UBS Group
Switzerland
$9.81M -$1.66M -15,738 -15%
HighTower Advisors
9
HighTower Advisors
Illinois
$8.65M -$300K -2,850 -4%
RAM
10
Riggs Asset Management
Pennsylvania
$8.12M +$7.5M +71,305 New
RJA
11
Raymond James & Associates
Florida
$7.95M +$371K +3,531 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.88M +$4.11M +39,071 +183%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.24M +$238K +2,258 +4%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$5.69M -$5.26M -50,000 -50%
RFM
15
Royal Fund Management
Florida
$5.37M -$41.4K -394 -0.8%
Wells Fargo
16
Wells Fargo
California
$5.22M -$449K -4,268 -9%
AWMS
17
Advocacy Wealth Management Services
Georgia
$4.72M -$143K -1,358 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.43M -$87.3K -830 -2%
LFAS
19
Level Four Advisory Services
Texas
$3.6M -$60.5K -575 -2%
FAIM
20
Financial Advocates Investment Management
Washington
$3.04M +$5.65M +53,699 +553%
SWAG
21
Spectrum Wealth Advisory Group
California
$2.99M -$2.62M -24,875 -49%
NEIRG
22
New England Investment & Retirement Group
Massachusetts
$2.94M +$522K +4,961 +24%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.78M +$409K +3,892 +19%
NAM
24
NTV Asset Management
West Virginia
$2.77M
MIC
25
Means Investment Company
Maine
$2.7M -$9.68K -92 -0.4%

XHE Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2020, worth a combined $410M — up 26% from $325M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XHE positions and 7 closed out — a net gain of 21 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Riggs Asset Management, opening a new position worth an estimated $7.5M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $5.26M.

  • 116 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2020, up from 100 in Q3 2020.
  • Funds reported $410M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2020 and 7 closed out, a net change of +21 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2020 was Riggs Asset Management, an estimated $7.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2020.