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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
B
476
Brightworth
Georgia
$317K -$2.7K -37 -0.9%
RCM
477
RNC Capital Management
California
$316K -$5.08M -69,723 -94%
CCP
478
Corient Capital Partners
California
$314K -$7.13M -97,851 -96%
BL
479
BFSG LLC
California
$309K +$303K +4,152 New
SCA
480
Snowden Capital Advisors
New York
$309K +$57.8K +793 +24%
FTUS
481
Flow Traders U.S.
New York
$307K +$301K +4,124 New
EWA
482
EP Wealth Advisors
California
$305K -$446K -6,115 -60%
LA
483
Lynch & Associates
Indiana
$305K -$9.47K -130 -3%
FA
484
FMA Advisory
Pennsylvania
$303K +$297K +4,076 New
FWP
485
FAS Wealth Partners
Kansas
$300K -$35.4K -486 -11%
CAPTRUST Financial Advisors
486
CAPTRUST Financial Advisors
North Carolina
$298K +$86.8K +1,191 +42%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$298K +$292K +4,009 New
PCA
488
Private Capital Advisors
Connecticut
$297K
EM
489
Excalibur Management
Massachusetts
$295K
William Blair Investment Management
490
William Blair Investment Management
Illinois
$294K +$288K +3,957 New
MCM
491
Millie Capital Management
California
$293K -$200K -2,746 -41%
Comerica Bank
492
Comerica Bank
Texas
$291K -$19.6K -269 -7%
CIM
493
Cetera Investment Management
California
$290K -$1.4M -19,167 -83%
NFP
494
Narus Financial Partners
Utah
$289K +$35.4K +485 +14%
PPA
495
Parametric Portfolio Associates
Washington
$288K +$14.3K +196 +5%
NFG
496
Nations Financial Group
Iowa
$287K -$35.5K -487 -11%
CAM
497
Concorde Asset Management
Michigan
$287K -$9.33K -128 -3%
PA
498
Pinnacle Associates
New York
$287K -$2.99K -41 -1%
ACP
499
Ashfield Capital Partners
California
$281K -$25.5K -350 -8%
MWP
500
MYCIO Wealth Partners
Pennsylvania
$280K +$73 +1 +0%

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.