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State Street Health Care Select Sector SPDR ETF

660 hedge funds and large institutions have $10.5B invested in State Street Health Care Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 238 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

46% more call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.18B

14% more capital invested

Capital invested by funds: $9.19B → $10.5B (+$1.32B)

7% more funds holding

Funds holding: 614660 (+46)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

9% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 238

2.15% less ownership

Funds ownership: 68.04%65.88% (-2.2%)

Holders
660
Holders Change
+46
Holders Change %
+7.49%
% of All Funds
16.43%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.24%
New
112
Increased
217
Reduced
238
Closed
55
Calls
$1.71B
Puts
$1.18B
Net Calls
+$538M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Change in
Stake
WVP
376
Worth Venture Partners
New Jersey
$583K +$572K +7,842 New
DCM
377
Donaldson Capital Management
Indiana
$577K -$1.57M -21,483 -73%
GCMG
378
Gyroscope Capital Management Group
Florida
$575K +$564K +7,736 New
B
379
Bailard
California
$572K -$14.9K -205 -3%
NEIRG
380
New England Investment & Retirement Group
Massachusetts
$572K
FWCM
381
Ferguson Wellman Capital Management
Oregon
$561K -$912K -12,517 -62%
CPA
382
Court Place Advisors
Maryland
$560K +$23K +315 +4%
KIG
383
Kessler Investment Group
Indiana
$558K -$9.69K -133 -2%
BPCE
384
Bank Pictet & Cie (Europe)
Germany
$554K +$277K +3,803 +104%
TBA
385
Train Babcock Advisors
New York
$552K +$69.2K +950 +15%
KA
386
Kovack Advisors
Florida
$551K +$875 +12 +0.2%
HFS
387
HL Financial Services
Kentucky
$548K +$537K +7,367 New
DLCIG
388
D.L. Carlson Investment Group
New Hampshire
$541K +$236K +3,243 +80%
HCM
389
Hilton Capital Management
New York
$534K
SI
390
SII Investments
Wisconsin
$529K +$67.5K +926 +15%
Manulife (Manufacturers Life Insurance)
391
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$524K -$2.21M -30,341 -81%
WPC
392
Waters Parkerson & Co
Louisiana
$521K -$481K -6,600 -49%
EWM
393
Endurance Wealth Management
Rhode Island
$520K +$17.6K +242 +4%
GRP
394
Global Retirement Partners
California
$516K +$24.1K +330 +5%
RCAG
395
Rehmann Capital Advisory Group
Michigan
$515K +$125K +1,717 +33%
FMC
396
First Merchants Corp
Indiana
$513K -$14.6K -200 -3%
PFO
397
Pathstone Family Office
New Jersey
$503K
RA
398
RFG Advisory
Alabama
$497K -$635K -8,706 -56%
LSA
399
L & S Advisors
California
$496K +$214K +2,937 +79%
CCT
400
Country Club Trust
Missouri
$494K -$244K -3,345 -33%

XLV Hedge Fund Activity: Q1 2017 in Review

660 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2017, worth a combined $10.5B — up 14% from $9.19B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new XLV positions and 55 closed out — a net gain of 57 holders — while 217 added to existing stakes and 238 trimmed.

The largest buyer was Barclays, adding an estimated $653M. The largest seller was Goldman Sachs, cutting an estimated $454M.

  • 660 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2017, up from 614 in Q4 2016.
  • Funds reported $10.5B of State Street Health Care Select Sector SPDR ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 112 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2017 and 55 closed out, a net change of +57 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $653M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2017 was Goldman Sachs, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2017.