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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
TAIM
26
TD Ameritrade Investment Management
Nebraska
$84.3M +$21.8M +298,748 +36%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$74.9M +$71.5M +980,900 +3,660%
N
28
Natixis
France
$69.2M +$1.04M +14,284 +2%
AII
29
AGF Investments Inc
Ontario, Canada
$68.9M -$3.05M -41,785 -4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$53.6M +$3.34M +45,863 +7%
PPFA
31
Provida Pension Fund Administrator
Chile
$47.5M +$46.5M +638,233 New
TAM
32
Tiverton Asset Management
Delaware
$46.7M +$45.7M +627,437 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$45.6M -$24.2M -332,555 -35%
Bessemer Group
34
Bessemer Group
New Jersey
$45M +$44.1M +605,000 New
CCA
35
Conservest Capital Advisors
Pennsylvania
$45M +$44.1M +604,609 New
US Bancorp
36
US Bancorp
Minnesota
$42.1M +$784K +10,754 +2%
RJA
37
Raymond James & Associates
Florida
$41.6M +$12.4M +170,404 +44%
RA
38
Rovida Advisors
Florida
$36.6M
ACM
39
Aviance Capital Management
Florida
$31.6M +$30.2M +414,241 +3,767%
DCC
40
Dow Chemical Company
Michigan
$31.3M -$9.75M -133,701 -24%
HIIFS
41
Harel Insurance Investments & Financial Services
Israel
$31.1M +$30.5M +418,016 New
Fisher Asset Management
42
Fisher Asset Management
Washington
$30.8M +$1.49M +20,487 +5%
Two Sigma Investments
43
Two Sigma Investments
New York
$30.5M -$620K -8,500 -2%
AAS
44
Annex Advisory Services
Wisconsin
$30.4M +$1.49M +20,409 +5%
SEIA
45
Signature Estate & Investment Advisors
California
$29.9M +$1.6M +22,008 +6%
XGI
46
XL Group Investments
Bermuda
$26.4M +$1.96M +26,860 +8%
CIA
47
Choate Investment Advisors
Massachusetts
$26M +$25.4M +349,118 New
ST
48
Spinnaker Trust
Maine
$25.4M -$411K -5,636 -2%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$25.3M +$143K +1,967 +0.6%
UCFA
50
United Capital Financial Advisors
Texas
$25.2M -$1.58M -21,662 -6%

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.