State Street SPDR S&P Health Care Services ETF
XHS
52 hedge funds and large institutions have $49.8M invested in State Street SPDR S&P Health Care Services ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
87% more capital invested
Capital invested by funds: $26.7M → $49.8M (+$23.1M)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
30% more funds holding
Funds holding: 40 → 52 (+12)
11.18% more ownership
Funds ownership: 28.74% → 39.92% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.5M |
| 2 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$2.87M |
| 3 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
+$2.56M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.38M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Orser Capital Management
Southlake,
Texas
|
-$1.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$84.4K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$37.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
BA
52
Ballast Advisors
Woodbury,
Minnesota
| $6K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $64 | – | – | – |
|
|
CG
54
Cutler Group
San Francisco,
California
| – | -$29K | -360 | Closed |
|
55
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$12K | -150 | Closed |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -75 | Closed |
|
XHS Hedge Fund Activity: Q3 2022 in Review
52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q3 2022, worth a combined $49.8M — up 87% from $26.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XHS positions and 3 closed out — a net gain of 12 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.5M. The largest seller was Orser Capital Management, cutting an estimated $1.7M.
- 52 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q3 2022, up from 40 in Q2 2022.
- Funds reported $49.8M of State Street SPDR S&P Health Care Services ETF stock for Q3 2022, up 87% quarter-over-quarter.
- 15 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q3 2022 and 3 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P Health Care Services ETF buyer in Q3 2022 was Morgan Stanley, an estimated $7.5M added.
- The largest State Street SPDR S&P Health Care Services ETF seller in Q3 2022 was Orser Capital Management, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2022.