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State Street SPDR S&P Health Care Equipment ETF

129 hedge funds and large institutions have $235M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.33% less ownership

Funds ownership: 48.37%43.04% (-5.3%)

13% less funds holding

Funds holding: 148129 (-19)

30% less capital invested

Capital invested by funds: $338M → $235M (-$102M)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

Holders
129
Holders Change
-19
Holders Change %
-12.84%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
28
Reduced
45
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.1M +$19.1M +178,852 +35%
LPL Financial
2
LPL Financial
California
$13.5M -$1.54M -14,490 -11%
Bank of America
3
Bank of America
North Carolina
$8.75M -$76.7M -719,250 -90%
MIH
4
Meitav Investment House
Israel
$8.62M
UBS Group
5
UBS Group
Switzerland
$7.99M -$134K -1,253 -2%
Ameriprise
6
Ameriprise
Minnesota
$7.65M +$300K +2,815 +4%
RFM
7
Royal Fund Management
Florida
$6.68M +$301K +2,822 +5%
KHLMVGHM
8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.09M
HighTower Advisors
9
HighTower Advisors
Illinois
$5.94M -$1.58M -14,841 -22%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.72M +$3.77M +35,403 +226%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.44M -$741K -6,951 -13%
SWAG
12
Spectrum Wealth Advisory Group
California
$5.33M +$1.52M +14,258 +43%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.39M -$127K -1,191 -3%
CAN
14
Cetera Advisor Networks
California
$4.25M +$254K +2,380 +7%
CAC
15
Certified Advisory Corp
Florida
$4.08M +$36.9K +346 +1%
BS
16
Banco Santander
Spain
$4.04M
Wells Fargo
17
Wells Fargo
California
$3.39M -$512K -4,799 -14%
NAM
18
NTV Asset Management
West Virginia
$2.98M -$8.53K -80 -0.3%
BHB
19
Bank Hapoalim BM
Israel
$2.88M -$887K -8,320 -24%
Citadel Advisors
20
Citadel Advisors
Florida
$2.71M +$2.58M +24,217 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2.63M -$760K -7,131 -23%
MIC
22
Means Investment Company
Maine
$2.47M +$69K +647 +3%
KHLMTHM
23
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.35M
PSF
24
Pacific Sun Financial
California
$2.27M +$219K +2,056 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.15M +$131K +1,231 +7%

XHE Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2022, worth a combined $235M — down 30% from $338M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XHE and 12 opened new positions — a net loss of 17 holders — while 45 trimmed existing stakes and 28 added.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was Bank of America, cutting an estimated $76.7M.

  • 129 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2022, down from 148 in Q4 2021.
  • Funds reported $235M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2022, down 30% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2022 and 29 closed out, a net change of -17 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2022 was Morgan Stanley, an estimated $19.1M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2022 was Bank of America, an estimated $76.7M sold.

Based on aggregated 13F filings for Q1 2022.