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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

674 hedge funds and large institutions have $11.3B invested in Health Care Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 269 increasing their positions, 212 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
16.83%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.42%
New
79
Increased
269
Reduced
212
Closed
60
Calls
$682M
Puts
$624M
Net Calls
+$57.4M
Net Calls Change
-$480M

Top Buyers

1
LPL Financial
LPL Financial
California
+$130M
2
State Street
State Street
Massachusetts
+$128M
3
QIM
Quantitative Investment Management
Virginia
+$110M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$84.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$83.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$396M
2
NM
NWI Management
New York
-$186M
3
ECM
Element Capital Management
New York
-$148M
4
CS
Credit Suisse
Switzerland
-$119M
5
Nomura Holdings
Nomura Holdings
Japan
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
376
Davidson & Garrard
Virginia
$775K -$10.3K -130 -1%
ACM
377
Avalon Capital Management
California
$774K +$774K +9,767 New
AFM
378
Abbot Financial Management
Massachusetts
$757K +$757K +9,550 New
LWM
379
Lyell Wealth Management
California
$755K +$367K +4,635 +95%
KA
380
Kovack Advisors
Florida
$748K +$161K +2,032 +27%
TBA
381
Train Babcock Advisors
New York
$740K +$152K +1,913 +26%
GCMG
382
Gyroscope Capital Management Group
Florida
$730K +$117K +1,476 +19%
LC
383
LCNB Corp
Ohio
$728K – – –
AIA
384
Avalon Investment & Advisory
Texas
$722K +$17.8K +225 +3%
AFP
385
Ausdal Financial Partners
Iowa
$712K +$68.3K +862 +11%
FA
386
FDx Advisors
Illinois
$711K -$431K -5,441 -38%
LCM
387
Laurion Capital Management
New York
$709K -$8.48M -107,050 -92%
DLCIG
388
D.L. Carlson Investment Group
New Hampshire
$703K +$127K +1,600 +22%
EWM
389
Endurance Wealth Management
Rhode Island
$686K +$132K +1,670 +24%
CAM
390
Capstone Asset Management
Texas
$676K -$12.6K -159 -2%
WVP
391
Worth Venture Partners
New Jersey
$662K +$40.4K +510 +7%
RWP
392
RWA Wealth Partners
Massachusetts
$660K +$158 +2 +0%
RFC
393
Regions Financial Corp
Alabama
$658K -$91.5K -1,154 -12%
VAM
394
Visionary Asset Management
Texas
$649K +$649K +8,189 New
WEC
395
Winslow Evans & Crocker
Massachusetts
$648K +$9.67K +122 +2%
VFA
396
Virtus Fund Advisers
Connecticut
$647K +$79 +1 +0%
PSUF
397
People's United Financial
Connecticut
$646K -$413K -5,207 -39%
KCM
398
Kanawha Capital Management
Virginia
$644K +$3.96K +50 +0.6%
CG
399
Caprock Group
Idaho
$643K +$241K +3,047 +60%
DCM
400
Donaldson Capital Management
Indiana
$638K +$23.2K +293 +4%
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16
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