XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,268 hedge funds and large institutions have $233B invested in Health Care Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 541 increasing their positions, 368 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+70
Holders Change %
+5.84%
% of All Funds
22.27%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.6%
New
139
Increased
541
Reduced
368
Closed
54
Calls
$2.29B
Puts
$1.95B
Net Calls
+$335M
Net Calls Change
+$48.9M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$665M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$487M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$179M
4
PF
Phoenix Financial
Israel
+$168M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$165M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$184B
2
Bank of America
Bank of America
North Carolina
-$276M
3
Citigroup
Citigroup
New York
-$271M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$174M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERWM
701
Elk River Wealth Management
Colorado
$721K – – –
AFWM
702
AMJ Financial Wealth Management
Virginia
$719K +$719K +5,652 New
PCMC
703
Paragon Capital Management (Colorado)
Colorado
$718K – – –
IP
704
Intellectus Partners
California
$713K -$20.6K -162 -3%
BI
705
Bramshill Investments
Florida
$711K – – –
MG
706
Mather Group
Illinois
$711K – – –
AF
707
Apexium Financial
Texas
$706K +$36.2K +284 +5%
BCM
708
BTR Capital Management
California
$703K – – –
Tudor Investment Corp
709
Tudor Investment Corp
Connecticut
$703K +$439K +3,453 +167%
ZIM
710
Zacks Investment Management
Illinois
$700K +$700K +5,502 New
Franklin Resources
711
Franklin Resources
California
$695K -$29.3K -230 -4%
RIA
712
Regal Investment Advisors
Michigan
$694K +$36.5K +287 +6%
OPW
713
Oxler Private Wealth
New York
$694K +$115K +901 +20%
PSUF
714
People's United Financial
Connecticut
$687K – – –
JEST
715
JTC Employer Solutions Trustee
Jersey
$687K – – –
WAS
716
WESPAC Advisors SoCal
California
$686K +$82.6K +655 +14%
BCI
717
Brinker Capital Investments
Pennsylvania
$685K – – –
GW
718
GW & Wade
Massachusetts
$681K +$57K +448 +9%
AMG
719
Advisors Management Group
Wisconsin
$680K -$2.8K -22 -0.4%
SRSA
720
S.R. Schill & Associates
Washington
$676K -$335K -2,633 -33%
TRCT
721
Tower Research Capital (TRC)
New York
$675K +$667K +5,240 +8,452%
RPWA
722
Regent Peak Wealth Advisors
Georgia
$669K +$1.4K +11 +0.2%
BTWM
723
Baker Tilly Wealth Management
Wisconsin
$669K +$12.2K +96 +2%
GLA
724
Good Life Advisors
Pennsylvania
$667K +$1.02K +8 +0.2%
HB
725
Homrich & Berg
Georgia
$664K -$258K -2,029 -28%
27 28
29
30 31