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State Street Health Care Select Sector SPDR ETF

1,050 hedge funds and large institutions have $17.6B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 434 increasing their positions, 332 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 86

31% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 332

27% more capital invested

Capital invested by funds: $13.9B → $17.6B (+$3.7B)

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

4% more funds holding

Funds holding: 1,0061,050 (+44)

1.19% more ownership

Funds ownership: 75.07%76.26% (+1.2%)

52% less call options, than puts

Call options by funds: $842M | Put options by funds: $1.77B

Holders
1,050
Holders Change
+44
Holders Change %
+4.37%
% of All Funds
21.53%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
2.26%
New
136
Increased
434
Reduced
332
Closed
86
Calls
$842M
Puts
$1.77B
Net Calls
-$928M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
301
Marshall Wace
United Kingdom
$3.12M +$2.12M +21,527 +224%
NC
302
NewSquare Capital
Pennsylvania
$3.12M +$3.07M +31,140 New
FAAS
303
First Allied Advisory Services
California
$3.11M -$35.2K -357 -1%
MAM
304
Marquette Asset Management
Minnesota
$3.11M +$1.43M +14,500 +87%
TFA
305
Transamerica Financial Advisors
Florida
$3.09M +$3.05M +30,900 New
SAM
306
Sequent Asset Management
Texas
$3.09M
GM
307
GeoWealth Management
Illinois
$3.08M +$2.61M +26,410 +604%
Public Sector Pension Investment Board (PSP Investments)
308
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3M +$2.96M +30,000 New
BCA
309
Bray Capital Advisors
Florida
$2.99M +$24.7K +250 +0.8%
MFW
310
Meristem Family Wealth
Minnesota
$2.96M
FSC
311
Full Sail Capital
Oklahoma
$2.9M -$29.2K -296 -1%
BRWA
312
B. Riley Wealth Advisors
Florida
$2.85M +$357K +3,620 +15%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$2.85M +$325K +3,292 +13%
EP
314
Edgestream Partners
New Jersey
$2.83M +$2.03M +20,604 +267%
AFS
315
Access Financial Services
Minnesota
$2.83M +$1.78M +18,047 +176%
M&T Bank
316
M&T Bank
New York
$2.83M +$1.12M +11,319 +67%
JGIA
317
Jackson Grant Investment Advisers
Connecticut
$2.82M -$113K -1,148 -4%
PCS
318
Personal CFO Solutions
New Jersey
$2.81M +$2.77M +28,052 New
SFS
319
Sowell Financial Services
Arkansas
$2.81M +$369K +3,742 +15%
AAIM
320
Asset Advisors Investment Management
Georgia
$2.79M +$475K +4,815 +21%
SPL
321
Smart Portfolios LLC
Washington
$2.79M +$2.59M +26,231 New
AF
322
Advisornet Financial
Minnesota
$2.78M +$196K +1,990 +8%
CIA
323
Choate Investment Advisors
Massachusetts
$2.77M -$5.85M -59,266 -68%
FTUS
324
Flow Traders U.S.
New York
$2.77M +$2.73M +27,636 New
SFG
325
StrategIQ Financial Group
Indiana
$2.76M -$82.5K -836 -3%

XLV Hedge Fund Activity: Q2 2020 in Review

1,050 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2020, worth a combined $17.6B — up 27% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLV positions and 86 closed out — a net gain of 50 holders — while 434 added to existing stakes and 332 trimmed.

The largest buyer was Bank of America, adding an estimated $785M. The largest seller was Alaska Permanent Fund, cutting an estimated $268M.

  • 1,050 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2020, up from 1,006 in Q1 2020.
  • Funds reported $17.6B of State Street Health Care Select Sector SPDR ETF stock for Q2 2020, up 27% quarter-over-quarter.
  • 136 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2020 and 86 closed out, a net change of +50 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2020 was Bank of America, an estimated $785M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2020 was Alaska Permanent Fund, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.