State Street SPDR S&P Health Care Services ETF
XHS
49 hedge funds and large institutions have $40.7M invested in State Street SPDR S&P Health Care Services ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 8 closing their positions.
3.02% less ownership
Funds ownership: 41.03% → 38.01% (-3%)
4% less funds holding
Funds holding: 51 → 49 (-2)
12% less capital invested
Capital invested by funds: $46.4M → $40.7M (-$5.71M)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.12M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.09M |
| 3 |
OCM
Orser Capital Management
Southlake,
Texas
|
+$551K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$379K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.75M |
| 2 |
Morgan Stanley
New York
|
-$1.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$936K |
| 4 |
LPL Financial
San Diego,
California
|
-$895K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$822K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
51
Coppell Advisory Solutions
Coppell,
Texas
| – | -$822K | -9,689 | Closed |
|
|
CASC
52
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$822K | -9,689 | Closed |
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$706K | -8,322 | Closed |
|
54
Truist Financial
Charlotte,
North Carolina
| – | -$208K | -2,455 | Closed |
|
|
SF
55
Synovus Financial
Columbus,
Georgia
| – | -$205K | -2,417 | Closed |
|
|
EWA
56
EP Wealth Advisors
Torrance,
California
| – | -$117K | -1,375 | Closed |
|
|
NA
57
NewEdge Advisors
New Orleans,
Louisiana
| – | -$44 | -515 | Closed |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| – | -$7K | -120 | Closed |
|
XHS Hedge Fund Activity: Q1 2023 in Review
49 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q1 2023, worth a combined $40.7M — down 12% from $46.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XHS and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 10 added.
The largest buyer was WBI Investments, opening a new position worth an estimated $1.12M. The largest seller was Wells Fargo, cutting an estimated $2.75M.
- 49 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q1 2023, down from 51 in Q4 2022.
- Funds reported $40.7M of State Street SPDR S&P Health Care Services ETF stock for Q1 2023, down 12% quarter-over-quarter.
- 7 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q1 2023 and 8 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Health Care Services ETF buyer in Q1 2023 was WBI Investments, an estimated $1.12M added.
- The largest State Street SPDR S&P Health Care Services ETF seller in Q1 2023 was Wells Fargo, an estimated $2.75M sold.
Based on aggregated 13F filings for Q1 2023.