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State Street SPDR S&P Health Care Services ETF

38 hedge funds and large institutions have $30.4M invested in State Street SPDR S&P Health Care Services ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $23.6M → $30.4M (+$6.81M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2.02% more ownership

Funds ownership: 28.7%30.72% (+2%)

0% more funds holding

Funds holding: 3838 (0)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.8M -$287K -4,192 -3%
UBS Group
2
UBS Group
Switzerland
$4.62M +$1.01M +14,713 +30%
Bank of America
3
Bank of America
North Carolina
$4.25M +$843K +12,312 +27%
CF
4
Centaurus Financial
California
$2.06M +$1.95M +28,437 New
MFG
5
Merit Financial Group
Georgia
$1.62M +$1.52M +22,259 New
HighTower Advisors
6
HighTower Advisors
Illinois
$858K -$107K -1,565 -12%
ST
7
Spinnaker Trust
Maine
$651K
LPL Financial
8
LPL Financial
California
$631K -$25.7K -376 -4%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$593K
Wells Fargo
10
Wells Fargo
California
$573K -$19.8K -289 -4%
Ameriprise
11
Ameriprise
Minnesota
$513K -$115K -1,680 -22%
OIA
12
OneDigital Investment Advisors
Kansas
$441K
Citadel Advisors
13
Citadel Advisors
Florida
$384K -$204K -2,979 -36%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$358K -$1.58M -23,103 -82%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$329K +$13.4K +195 +4%
Goldman Sachs
16
Goldman Sachs
New York
$302K
RJA
17
Raymond James & Associates
Florida
$234K +$220K +3,220 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$229K +$216K +3,155 New
Jane Street
19
Jane Street
New York
$212K -$382K -5,584 -66%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$177K +$22K +321 +15%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$91K -$1.51K -22 -2%
BWA
22
BDO Wealth Advisors
Florida
$70K -$88.7K -1,295 -57%
SSB
23
Sandy Spring Bank
Maryland
$69K
Citigroup
24
Citigroup
New York
$51K +$137 +2 +0.3%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$44K +$28.8K +421 +223%

XHS Hedge Fund Activity: Q4 2019 in Review

38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q4 2019, worth a combined $30.4M — up 29% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XHS positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Centaurus Financial, opening a new position worth an estimated $1.95M. The largest seller was Royal Bank of Canada, cutting an estimated $1.58M.

  • 38 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $30.4M of State Street SPDR S&P Health Care Services ETF stock for Q4 2019, up 29% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q4 2019 and 6 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q4 2019 was Centaurus Financial, an estimated $1.95M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2019.