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State Street SPDR S&P Health Care Services ETF

45 hedge funds and large institutions have $50.3M invested in State Street SPDR S&P Health Care Services ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

70% more capital invested

Capital invested by funds: $29.5M → $50.3M (+$20.8M)

50% more funds holding

Funds holding: 3045 (+15)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

6.08% more ownership

Funds ownership: 30.62%36.7% (+6.1%)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$91K
Citigroup
27
Citigroup
New York
$78K
TC
28
Truvestments Capital
Florida
$48K +$43.7K +500 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$47K
AWM
30
Accel Wealth Management
Iowa
$44K +$39.5K +452 New
GEA
31
Glen Eagle Advisors
New Jersey
$43.5K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$37K
NFSG
33
Newbridge Financial Services Group
Florida
$35K -$29.9K -342 -48%
PFO
34
Pathstone Family Office
New Jersey
$26K
Fidelity Investments
35
Fidelity Investments
Massachusetts
$22K
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$15K
RA
38
Reby Advisors
Connecticut
$15K +$13.9K +159 New
HNB
39
Huntington National Bank
Ohio
$11K
WEC
40
Winslow Evans & Crocker
Massachusetts
$10K
LGA
41
Lebenthal Global Advisors
New York
$10K +$9.79K +112 New
AWA
42
Arkadios Wealth Advisors
Georgia
$9K +$8.92K +102 New
BA
43
Ballast Advisors
Minnesota
$6K
William Blair & Company
44
William Blair & Company
Illinois
$6K
GWM
45
Geneos Wealth Management
Colorado
$6K +$5.24K +60 New
AIC
46
Archer Investment Corporation
Indiana
$5.03K
Citadel Advisors
47
Citadel Advisors
Florida
-$618K -7,985 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$294K -3,804 Closed

XHS Hedge Fund Activity: Q4 2020 in Review

45 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q4 2020, worth a combined $50.3M — up 70% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XHS positions and 2 closed out — a net gain of 15 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.72M. The largest seller was Royal Bank of Canada, cutting an estimated $621K.

  • 45 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $50.3M of State Street SPDR S&P Health Care Services ETF stock for Q4 2020, up 70% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q4 2020 and 2 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q4 2020 was Morgan Stanley, an estimated $3.72M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $621K sold.

Based on aggregated 13F filings for Q4 2020.