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State Street SPDR S&P Health Care Equipment ETF

107 hedge funds and large institutions have $199M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $461K | Put options by funds: $172K

3% less funds holding

Funds holding: 110107 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

17.2% less ownership

Funds ownership: 66.44%49.24% (-17%)

49% less capital invested

Capital invested by funds: $391M → $199M (-$192M)

61% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 41

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
16
Reduced
41
Closed
21
Calls
$461K
Puts
$172K
Net Calls
+$289K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$77.6M -$73.1M -819,500 -45%
Morgan Stanley
2
Morgan Stanley
New York
$36M -$7.72M -86,508 -16%
LPL Financial
3
LPL Financial
California
$8.95M -$1.85M -20,781 -15%
UBS Group
4
UBS Group
Switzerland
$6.25M -$228K -2,554 -3%
Bank of America
5
Bank of America
North Carolina
$4.47M +$282K +3,163 +6%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$3.6M -$9.06M -101,579 -69%
CAN
7
Cetera Advisor Networks
California
$3.14M -$30.2K -338 -0.8%
RFM
8
Royal Fund Management
Florida
$3.07M -$166K -1,864 -5%
FAIM
9
Financial Advocates Investment Management
Washington
$3.05M +$2.97M +33,270 New
Ameriprise
10
Ameriprise
Minnesota
$2.99M +$278K +3,118 +9%
MFA
11
Millington Financial Advisors
Illinois
$2.65M +$97.6K +1,094 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.64M -$4.49M -50,371 -60%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.95M +$25.1K +281 +1%
NFC
14
Northeast Financial Consultants
Connecticut
$1.91M
NAM
15
NTV Asset Management
West Virginia
$1.91M -$19.2K -215 -0.9%
AWS
16
Atria Wealth Solutions
New York
$1.85M +$292K +3,271 +16%
MIH
17
Meitav Investment House
Israel
$1.75M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.72M -$91.6K -1,027 -4%
EH
19
Equitable Holdings
New York
$1.69M -$78.6K -881 -4%
KHLMTHM
20
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.63M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.59M -$2.27M -25,463 -56%
Citadel Advisors
22
Citadel Advisors
Florida
$1.57M +$1.7M +19,089 +1,776%
MIC
23
Means Investment Company
Maine
$1.44M -$206K -2,310 -11%
PSF
24
Pacific Sun Financial
California
$1.33M -$36.9K -413 -2%
RJA
25
Raymond James & Associates
Florida
$1.3M +$752K +8,431 +103%

XHE Hedge Fund Activity: Q3 2023 in Review

107 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2023, worth a combined $199M — down 49% from $391M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XHE and 18 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 16 added.

The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $2.97M. The largest seller was Phoenix Financial, cutting an estimated $73.1M.

  • 107 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2023, down from 110 in Q2 2023.
  • Funds reported $199M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2023, down 49% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2023 and 21 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2023 was Financial Advocates Investment Management, an estimated $2.97M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2023 was Phoenix Financial, an estimated $73.1M sold.

Based on aggregated 13F filings for Q3 2023.