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State Street SPDR S&P Health Care Equipment ETF

134 hedge funds and large institutions have $420M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 53.23%52.58% (-0.65%)

3% less capital invested

Capital invested by funds: $432M → $420M (-$12.1M)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
45
Reduced
31
Closed
15
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$106M +$2.17M +16,998 +2%
Morgan Stanley
2
Morgan Stanley
New York
$85.5M -$8.89M -69,626 -9%
JP Morgan Chase
3
JP Morgan Chase
New York
$38.5M +$1.46M +11,409 +4%
LPL Financial
4
LPL Financial
California
$16.2M +$1.16M +9,107 +8%
MIH
5
Meitav Investment House
Israel
$11.8M +$9.23M +72,257 +328%
Ameriprise
6
Ameriprise
Minnesota
$10.6M -$166K -1,303 -2%
UBS Group
7
UBS Group
Switzerland
$9.01M -$1.65M -12,917 -15%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.27M +$161K +1,260 +2%
RFM
9
Royal Fund Management
Florida
$7.04M +$499K +3,908 +7%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.85M
BHB
11
Bank Hapoalim BM
Israel
$6.31M -$197K -1,540 -3%
LFGH
12
Lee Financial Group Hawaii
Hawaii
$5.69M -$1.96M -15,385 -25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.02M +$9.83K +77 +0.2%
RAM
14
Riggs Asset Management
Pennsylvania
$4.96M +$186K +1,457 +4%
Wells Fargo
15
Wells Fargo
California
$4.54M +$459K +3,591 +11%
BS
16
Banco Santander
Spain
$4.52M +$4.61M +36,100 New
Osaic Holdings
17
Osaic Holdings
Arizona
$4.5M -$1.03M -8,087 -18%
CAC
18
Certified Advisory Corp
Florida
$4.5M +$58.2K +456 +1%
SWAG
19
Spectrum Wealth Advisory Group
California
$4.07M +$75.3K +590 +2%
NEIRG
20
New England Investment & Retirement Group
Massachusetts
$3.96M +$60.3K +472 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.74M +$20.9K +164 +0.6%
PVH
22
Psagot Value Holdings
Israel
$3.49M -$11.7M -91,337 -77%
NAM
23
NTV Asset Management
West Virginia
$3.43M +$162K +1,270 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.93M +$983K +7,696 +49%
MIC
25
Means Investment Company
Maine
$2.67M +$5.62K +44 +0.2%

XHE Hedge Fund Activity: Q3 2021 in Review

134 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2021, worth a combined $420M — down 2.8% from $432M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XHE positions and 15 closed out — a net gain of 3 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $9.23M. The largest seller was Psagot Value Holdings, cutting an estimated $11.7M.

  • 134 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2021, up from 131 in Q2 2021.
  • Funds reported $420M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2021 and 15 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2021 was Meitav Investment House, an estimated $9.23M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2021 was Psagot Value Holdings, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.