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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
Morgan Stanley
1
Morgan Stanley
New York
$22M +$3.72M +42,613 +23%
Bank of America
2
Bank of America
North Carolina
$4.36M -$40.6K -464 -1%
UBS Group
3
UBS Group
Switzerland
$3.64M -$89.9K -1,028 -3%
Ameriprise
4
Ameriprise
Minnesota
$2.57M +$1.54M +17,602 +197%
CI
5
Cavalier Investments
Georgia
$2.51M +$2.26M +25,897 New
LPL Financial
6
LPL Financial
California
$2.32M +$1.01M +11,555 +93%
Wells Fargo
7
Wells Fargo
California
$1.82M +$1.54M +17,582 +1,453%
CF
8
Centaurus Financial
California
$1.67M +$1.5M +17,214 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.49M -$17.7K -202 -1%
OCM
10
Orser Capital Management
Texas
$1.38M +$4.37K +50 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$867K -$621K -7,100 -44%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$861K +$298K +3,404 +62%
ST
13
Spinnaker Trust
Maine
$847K
Goldman Sachs
14
Goldman Sachs
New York
$658K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$412K +$372K +4,259 New
SF
16
Synovus Financial
Georgia
$342K +$310K +3,546 New
NL
17
NWAM LLC
Washington
$293K +$265K +3,031 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$288K +$2.54K +29 +1%
SMF
19
Sterling Manor Financial
New York
$266K +$240K +2,751 New
BRWM
20
B. Riley Wealth Management
Tennessee
$246K +$222K +2,542 New
WI
21
WBI Investments
New Jersey
$244K +$220K +2,519 New
EH
22
Equitable Holdings
New York
$243K +$219K +2,508 New
RJA
23
Raymond James & Associates
Florida
$208K +$188K +2,149 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$110K +$98.9K +1,132 New
BWA
25
BDO Wealth Advisors
Florida
$92K -$874 -10 -1%

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.