State Street Health Care Select Sector SPDR ETF
413 hedge funds and large institutions have $8.3B invested in State Street Health Care Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 114 reducing their positions, and 33 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 114
70% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 33
24% more capital invested
Capital invested by funds: $6.69B → $8.3B (+$1.61B)
7.23% more ownership
Funds ownership: 78.9% → 86.13% (+7.2%)
6% more funds holding
Funds holding: 391 → 413 (+22)
3% more funds holding in top 10
Funds holding in top 10: 35 → 36 (+1)
57% less call options, than puts
Call options by funds: $360M | Put options by funds: $844M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$242M |
| 2 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$205M |
| 3 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$163M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$138M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$106M |
| 2 |
State Street
Boston,
Massachusetts
|
-$101M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$58.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.5M |
| 5 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$37.2M |
XLV Hedge Fund Activity: Q1 2014 in Review
413 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2014, worth a combined $8.3B — up 24% from $6.69B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new XLV positions and 33 closed out — a net gain of 23 holders — while 198 added to existing stakes and 114 trimmed.
The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Bank of America, cutting an estimated $106M.
- 413 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2014, up from 391 in Q4 2013.
- Funds reported $8.3B of State Street Health Care Select Sector SPDR ETF stock for Q1 2014, up 24% quarter-over-quarter.
- 56 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2014 and 33 closed out, a net change of +23 holders.
- The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2014 was BlackRock, an estimated $242M added.
- The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2014 was Bank of America, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2014.