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State Street Health Care Select Sector SPDR ETF

1,007 hedge funds and large institutions have $13.9B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 359 increasing their positions, 394 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 8193 (+12)

1.3% more ownership

Funds ownership: 73.77%75.07% (+1.3%)

2% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 125

1% less funds holding

Funds holding: 1,0161,007 (-9)

9% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 394

7% less capital invested

Capital invested by funds: $14.8B → $13.9B (-$966M)

48% less call options, than puts

Call options by funds: $838M | Put options by funds: $1.62B

Holders
1,007
Holders Change
-9
Holders Change %
-0.89%
% of All Funds
22.19%
Holding in Top 10
93
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.81%
% of All Funds
2.05%
New
128
Increased
359
Reduced
394
Closed
125
Calls
$838M
Puts
$1.62B
Net Calls
-$781M
Net Calls Change
+$533M
Name Holding Trade Value Shares
Change
Change in
Stake
RBA
26
Richard Bernstein Advisors
New York
$112M -$19.9M -205,013 -14%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$108M +$9.3M +95,735 +8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$102M +$21.5M +221,726 +24%
AIL
29
AGF Investments LLC
Ontario, Canada
$89.5M +$97.7M +1,005,393 +21,538%
AII
30
AGF Investments Inc
Ontario, Canada
$89M +$4.74M +48,839 +5%
WA
31
WestEnd Advisors
North Carolina
$79.5M +$16.3M +167,950 +23%
PAG
32
Pinnacle Advisory Group
Maryland
$78M +$28.2M +290,688 +49%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$74.3M +$31.6M +325,400 +63%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$69.4M -$43.2M -444,752 -36%
PC
35
PointState Capital
New York
$67M +$73.5M +756,870 New
Fisher Asset Management
36
Fisher Asset Management
Washington
$66.9M +$4.92M +50,656 +7%
RIG
37
RiverFront Investment Group
Virginia
$64.1M +$26.5M +272,436 +32%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$59.2M +$6.77M +69,665 +12%
MIH
39
Meitav Investment House
Israel
$56.7M +$16.6M +170,848 +36%
AAS
40
Annex Advisory Services
Wisconsin
$54.6M +$1.52M +15,695 +3%
US Bancorp
41
US Bancorp
Minnesota
$53.9M -$712K -7,324 -1%
Osaic Holdings
42
Osaic Holdings
Arizona
$51.4M +$59.7M +614,552 New
MMEA
43
Main Management ETF Advisors
California
$50.7M +$24.3M +250,060 +78%
CS
44
Credit Suisse
Switzerland
$47.8M +$33.9M +348,843 +183%
CCA
45
Conservest Capital Advisors
Pennsylvania
$44.4M +$1.12M +11,477 +2%
SO
46
STRS Ohio
Ohio
$44.3M +$48.6M +500,000 New
SEIA
47
Signature Estate & Investment Advisors
California
$44M -$932K -9,594 -2%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$40.5M -$5.72M -58,923 -11%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$40M +$43.9M +451,962 New
UCFA
50
United Capital Financial Advisors
Texas
$39.7M -$28.3M -291,148 -39%

XLV Hedge Fund Activity: Q1 2020 in Review

1,007 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2020, worth a combined $13.9B — down 6.5% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new XLV positions and 125 closed out — a net gain of 3 holders — while 359 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.06B. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $257M sold.

  • 1,007 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2020, down from 1,016 in Q4 2019.
  • Funds reported $13.9B of State Street Health Care Select Sector SPDR ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 128 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2020 and 125 closed out, a net change of +3 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $1.06B added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2020.