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State Street SPDR S&P Health Care Equipment ETF

128 hedge funds and large institutions have $427M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more funds holding

Funds holding: 116128 (+12)

4% more capital invested

Capital invested by funds: $410M → $427M (+$16.4M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

3.01% less ownership

Funds ownership: 58.42%55.4% (-3%)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
40
Reduced
41
Closed
8
Calls
$251K
Puts
Net Calls
+$251K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$101M +$2.14M +17,737 +2%
Morgan Stanley
2
Morgan Stanley
New York
$92.5M +$58.4M +484,420 +168%
JP Morgan Chase
3
JP Morgan Chase
New York
$35.6M -$57.2M -474,791 -61%
PVH
4
Psagot Value Holdings
Israel
$14.6M +$724K +6,004 +5%
LPL Financial
5
LPL Financial
California
$14.1M +$1.56M +12,904 +12%
Ameriprise
6
Ameriprise
Minnesota
$10.8M -$610K -5,056 -5%
BHB
7
Bank Hapoalim BM
Israel
$10.7M -$16.7M -138,291 -61%
UBS Group
8
UBS Group
Switzerland
$10.2M -$106K -879 -1%
AWMS
9
Advocacy Wealth Management Services
Georgia
$8.29M +$3.34M +27,661 +67%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.72M -$1.38M -11,470 -15%
LFGH
11
Lee Financial Group Hawaii
Hawaii
$7.31M +$7.37M +61,118 New
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.28M -$272K -2,258 -4%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$5.87M -$109K -900 -2%
RFM
14
Royal Fund Management
Florida
$5.83M +$187K +1,549 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.7M +$43K +357 +0.9%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.59M +$1.69M +13,992 +57%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.52M -$2.72M -22,586 -37%
CAC
18
Certified Advisory Corp
Florida
$4.46M +$4.5M +37,322 New
RAM
19
Riggs Asset Management
Pennsylvania
$4.44M -$4.13M -34,222 -48%
SWAG
20
Spectrum Wealth Advisory Group
California
$3.89M +$755K +6,262 +24%
Wells Fargo
21
Wells Fargo
California
$3.79M -$1.7M -14,125 -31%
NEIRG
22
New England Investment & Retirement Group
Massachusetts
$3.72M +$633K +5,247 +20%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$874K +7,245 +34%
FTUS
24
Flow Traders U.S.
New York
$3.28M +$3.3M +27,388 New
Citadel Advisors
25
Citadel Advisors
Florida
$2.98M +$2.37M +19,620 +369%

XHE Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2021, worth a combined $427M — up 4% from $410M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHE positions and 8 closed out — a net gain of 12 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.4M. The largest seller was JP Morgan Chase, cutting an estimated $57.2M.

  • 128 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $427M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2021, up 4% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2021 and 8 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2021 was Morgan Stanley, an estimated $58.4M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2021 was JP Morgan Chase, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2021.