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State Street Health Care Select Sector SPDR ETF

757 hedge funds and large institutions have $11.8B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 74.2%77.58% (+3.4%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 769757 (-12)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

5% less capital invested

Capital invested by funds: $12.4B → $11.8B (-$665M)

18% less call options, than puts

Call options by funds: $504M | Put options by funds: $612M

21% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 310

Holders
757
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
17.35%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.28%
New
81
Increased
246
Reduced
310
Closed
82
Calls
$504M
Puts
$612M
Net Calls
-$108M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
451
Advanced Asset Management Advisors
Ohio
$501K -$6.47K -76 -1%
OIA
452
Optimum Investment Advisors
Illinois
$500K
VCM
453
Virtue Capital Management
Tennessee
$495K +$121K +1,426 +31%
PG
454
Patten Group
Tennessee
$485K +$5.11K +60 +1%
CIM
455
Contravisory Investment Management
Massachusetts
$484K -$93.3K -1,095 -16%
BAS
456
Brown Advisory Securities
Maryland
$483K +$506K +5,936 New
Jones Financial Companies
457
Jones Financial Companies
Missouri
$481K -$178K -2,085 -26%
MC
458
Moors & Cabot
Massachusetts
$481K +$37.4K +439 +8%
CF
459
Centaurus Financial
California
$478K -$2.53M -29,721 -84%
FIM
460
Fernwood Investment Management
Massachusetts
$467K
FFBTD
461
First Financial Bank - Trust Division
Ohio
$466K -$4.86K -57 -1%
CL
462
Choreo LLC
Illinois
$462K -$15.1K -177 -3%
UFF
463
USA Financial Formulas
Michigan
$459K +$270K +3,172 +128%
Koshinski Asset Management
464
Koshinski Asset Management
Illinois
$455K +$7.07K +83 +2%
DIA
465
Denver Investment Advisors
Colorado
$450K
NFG
466
Next Financial Group
Texas
$450K +$20.1K +236 +4%
NEIRG
467
New England Investment & Retirement Group
Massachusetts
$449K
BWM
468
Buckley Wealth Management
Nevada
$448K
GIM
469
Goelzer Investment Management
Indiana
$445K -$39.8K -467 -8%
MLL
470
Moody Lynn & Lieberson
Massachusetts
$442K
AC
471
Abbrea Capital
California
$441K +$17.2K +202 +4%
FHA
472
First Horizon Advisors
Tennessee
$437K
WTB
473
Washington Trust Bank
Washington
$435K -$104K -1,216 -19%
LWAC
474
Laurel Wealth Advisors (California)
California
$431K
PSUF
475
People's United Financial
Connecticut
$429K -$99.2K -1,164 -18%

XLV Hedge Fund Activity: Q1 2018 in Review

757 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2018, worth a combined $11.8B — down 5.3% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XLV and 81 opened new positions — a net loss of 1 holder — while 310 trimmed existing stakes and 246 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $270M. The largest seller was Barclays, cutting an estimated $464M.

  • 757 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2018, down from 769 in Q4 2017.
  • Funds reported $11.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 81 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2018 was BNP Paribas Financial Markets, an estimated $270M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $464M sold.

Based on aggregated 13F filings for Q1 2018.