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State Street SPDR S&P Health Care Services ETF

30 hedge funds and large institutions have $29.5M invested in State Street SPDR S&P Health Care Services ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $24.7M → $29.5M (+$4.81M)

1.61% more ownership

Funds ownership: 29.01%30.62% (+1.6%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

6% less funds holding

Funds holding: 3230 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
9
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
$14.3M -$214K -2,861 -2%
Bank of America
2
Bank of America
North Carolina
$3.52M +$644K +8,598 +23%
UBS Group
3
UBS Group
Switzerland
$2.99M +$80.1K +1,069 +3%
OCM
4
Orser Capital Management
Texas
$1.27M -$8.24K -110 -0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.24M +$150 +2 +0%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.21M +$936K +12,500 +401%
LPL Financial
7
LPL Financial
California
$964K -$55.4K -739 -6%
Ameriprise
8
Ameriprise
Minnesota
$691K +$101K +1,346 +18%
ST
9
Spinnaker Trust
Maine
$678K -$15.6K -208 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$618K +$217K +2,892 +57%
Goldman Sachs
11
Goldman Sachs
New York
$526K +$509K +6,797 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$425K +$109K +1,453 +36%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$294K -$22.2K -297 -7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$228K +$221K +2,947 New
Wells Fargo
15
Wells Fargo
California
$94K -$812K -10,840 -90%
BWA
16
BDO Wealth Advisors
Florida
$75K
SSB
17
Sandy Spring Bank
Maryland
$73K
Citigroup
18
Citigroup
New York
$62K -$7.49K -100 -11%
NFSG
19
Newbridge Financial Services Group
Florida
$55K +$53K +707 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$36K +$2.25K +30 +7%
GEA
21
Glen Eagle Advisors
New Jersey
$34.8K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$30K -$65.2K -870 -69%
PFO
23
Pathstone Family Office
New Jersey
$20K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$18K +$7.57K +101 +78%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K

XHS Hedge Fund Activity: Q3 2020 in Review

30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q3 2020, worth a combined $29.5M — up 19% from $24.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XHS and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Osaic Holdings, adding an estimated $936K. The largest seller was Wells Fargo, cutting an estimated $812K.

  • 30 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q3 2020, down from 32 in Q2 2020.
  • Funds reported $29.5M of State Street SPDR S&P Health Care Services ETF stock for Q3 2020, up 19% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q3 2020 and 6 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q3 2020 was Osaic Holdings, an estimated $936K added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q3 2020 was Wells Fargo, an estimated $812K sold.

Based on aggregated 13F filings for Q3 2020.