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State Street SPDR S&P Health Care Equipment ETF

110 hedge funds and large institutions have $391M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

653% more call options, than puts

Call options by funds: $226K | Put options by funds: $30K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

54% more capital invested

Capital invested by funds: $253M → $391M (+$137M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

12.94% more ownership

Funds ownership: 53.5%66.44% (+13%)

2% more funds holding

Funds holding: 108110 (+2)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
24
Reduced
38
Closed
16
Calls
$226K
Puts
$30K
Net Calls
+$196K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$178M +$69M +716,700 +65%
Morgan Stanley
2
Morgan Stanley
New York
$53.9M +$5.7M +59,184 +12%
DI
3
DFPG Investments
Utah
$30.3M +$29.7M +308,728 New
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$14.5M +$14.2M +147,700 New
LPL Financial
5
LPL Financial
California
$13.3M +$2.41M +25,002 +23%
JP Morgan Chase
6
JP Morgan Chase
New York
$8.28M +$1.96M +20,358 +32%
UBS Group
7
UBS Group
Switzerland
$8.13M -$293K -3,046 -4%
Bank of America
8
Bank of America
North Carolina
$5.32M -$11.2M -116,041 -68%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.51M +$4.07M +42,234 +1,159%
RFM
10
Royal Fund Management
Florida
$4.06M -$338K -3,513 -8%
CAN
11
Cetera Advisor Networks
California
$3.99M -$61.2K -635 -2%
PFA
12
Peak Financial Advisors
Colorado
$3.5M +$96.4K +1,001 +3%
Ameriprise
13
Ameriprise
Minnesota
$3.46M -$829K -8,606 -20%
MFA
14
Millington Financial Advisors
Illinois
$3.24M -$126K -1,304 -4%
Citigroup
15
Citigroup
New York
$2.85M +$1.5M +15,546 +116%
Wells Fargo
16
Wells Fargo
California
$2.6M -$670K -6,957 -21%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.44M -$1.16K -12 -0%
NAM
18
NTV Asset Management
West Virginia
$2.43M +$22.2K +230 +0.9%
NFC
19
Northeast Financial Consultants
Connecticut
$2.41M -$26K -270 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.27M +$126K +1,306 +6%
EH
21
Equitable Holdings
New York
$2.22M +$1.56M +16,203 +256%
MIH
22
Meitav Investment House
Israel
$2.16M +$27.3K +283 +1%
MIC
23
Means Investment Company
Maine
$2.04M -$89.9K -933 -4%
KHLMTHM
24
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.02M
AWS
25
Atria Wealth Solutions
New York
$2.01M +$111K +1,157 +6%

XHE Hedge Fund Activity: Q2 2023 in Review

110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2023, worth a combined $391M — up 54% from $253M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XHE positions and 16 closed out — a net gain of 3 holders — while 24 added to existing stakes and 38 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $69M. The largest seller was Bank of America, cutting an estimated $11.2M.

  • 110 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2023, up from 108 in Q1 2023.
  • Funds reported $391M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2023, up 54% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2023 was Phoenix Financial, an estimated $69M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2023 was Bank of America, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2023.