State Street SPDR S&P Health Care Services ETF
XHS
35 hedge funds and large institutions have $24.2M invested in State Street SPDR S&P Health Care Services ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $21.4M → $24.2M (+$2.77M)
3% more funds holding
Funds holding: 34 → 35 (+1)
2.22% more ownership
Funds ownership: 22.05% → 24.27% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$491K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$293K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$238K |
| 5 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.08M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$938K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$427K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$219K |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $36K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $24K | +$23.7K | +322 | New |
|
|
AIM
28
Advantage Investment Management
Cedar Rapids,
Iowa
| $23K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $23K | – | – | – |
|
|
ADL
30
Asset Dedication LLC
San Francisco,
California
| $15K | – | – | – |
|
|
SF
31
Synovus Financial
Columbus,
Georgia
| $14K | – | – | – |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $11K | – | – | – |
|
|
WEC
33
Winslow Evans & Crocker
Boston,
Massachusetts
| $8K | – | – | – |
|
|
CF
34
Centaurus Financial
Anaheim,
California
| $2.17K | -$1.08M | -14,633 | -100% |
|
|
OIA
35
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$427K | -6,147 | Closed |
|
|
CS
36
Credit Suisse
Zurich,
Switzerland
| – | -$219K | -3,152 | Closed |
|
|
MGIA
37
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$27K | -383 | Closed |
|
|
APA
38
American Portfolios Advisors
Holbrook,
New York
| – | -$765 | -11 | Closed |
|
XHS Hedge Fund Activity: Q3 2018 in Review
35 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q3 2018, worth a combined $24.2M — up 13% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XHS positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.4M. The largest seller was Centaurus Financial, cutting an estimated $1.08M.
- 35 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q3 2018, up from 34 in Q2 2018.
- Funds reported $24.2M of State Street SPDR S&P Health Care Services ETF stock for Q3 2018, up 13% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q3 2018 and 4 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P Health Care Services ETF buyer in Q3 2018 was Morgan Stanley, an estimated $1.4M added.
- The largest State Street SPDR S&P Health Care Services ETF seller in Q3 2018 was Centaurus Financial, an estimated $1.08M sold.
Based on aggregated 13F filings for Q3 2018.