State Street SPDR S&P Health Care Equipment ETF
XHE
102 hedge funds and large institutions have $163M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 21 closing their positions.
25% more call options, than puts
Call options by funds: $253K | Put options by funds: $202K
4.23% less ownership
Funds ownership: 49.24% → 45% (-4.2%)
5% less funds holding
Funds holding: 107 → 102 (-5)
18% less capital invested
Capital invested by funds: $199M → $163M (-$35.8M)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
45% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.31M |
| 2 |
Citigroup
New York
|
+$1.99M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$1.57M |
| 4 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$1.39M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$36.3M |
| 2 |
Morgan Stanley
New York
|
-$6.18M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.05M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.56M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.86M |
XHE Hedge Fund Activity: Q4 2023 in Review
102 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2023, worth a combined $163M — down 18% from $199M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of XHE and 16 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 22 added.
The largest buyer was JP Morgan Chase, adding an estimated $2.31M. The largest seller was Phoenix Financial, cutting an estimated $36.3M.
- 102 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2023, down from 107 in Q3 2023.
- Funds reported $163M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2023, down 18% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2023 and 21 closed out, a net change of -5 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $2.31M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2023 was Phoenix Financial, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2023.