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State Street Health Care Select Sector SPDR ETF

794 hedge funds and large institutions have $14.5B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 311 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 51

37% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 227

31% more funds holding in top 10

Funds holding in top 10: 4964 (+15)

30% more capital invested

Capital invested by funds: $11.2B → $14.5B (+$3.31B)

7% more funds holding

Funds holding: 741794 (+53)

0.57% more ownership

Funds ownership: 73.42%73.99% (+0.57%)

64% less call options, than puts

Call options by funds: $409M | Put options by funds: $1.15B

Holders
794
Holders Change
+53
Holders Change %
+7.15%
% of All Funds
18.15%
Holding in Top 10
64
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+30.61%
% of All Funds
1.46%
New
108
Increased
311
Reduced
227
Closed
51
Calls
$409M
Puts
$1.15B
Net Calls
-$741M
Net Calls Change
-$585M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$43.1M +$1.32M +14,603 +3%
SEIA
52
Signature Estate & Investment Advisors
California
$42.7M -$2.91M -32,207 -7%
ONB
53
Old National Bancorp
Indiana
$39.8M +$846K +9,360 +2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$38.9M +$6.68M +73,946 +22%
PC
55
PointState Capital
New York
$36.5M +$34.6M +383,280 New
KIA
56
KCM Investment Advisors
California
$34.4M +$2.79M +30,862 +9%
N
57
Natixis
France
$33.3M -$2.46M -27,249 -7%
WA
58
WestEnd Advisors
North Carolina
$33.2M -$2.27M -25,137 -7%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$33M +$654K +7,234 +2%
UOC
60
UBS O'Connor
Illinois
$32.4M +$3.61M +40,000 +13%
CS
61
Credit Suisse
Switzerland
$32M +$17M +188,120 +127%
SWA
62
SFMG Wealth Advisors
Texas
$31.6M +$29.7M +329,069 +1,300%
PI
63
Putnam Investments
Massachusetts
$30.1M +$28.6M +316,139 New
HAM
64
Hillswick Asset Management
Connecticut
$29.4M
HighTower Advisors
65
HighTower Advisors
Illinois
$28.9M +$13.1M +145,036 +92%
Northern Trust
66
Northern Trust
Illinois
$27.6M -$1.91M -21,175 -7%
MM
67
Main Management
California
$27.2M -$2.34M -25,933 -8%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.6M +$18.6M +206,080 +279%
FCC
69
Florin Court Capital
United Kingdom
$26.5M +$16.7M +185,000 +199%
PP
70
Paloma Partners
Connecticut
$25.9M +$23.1M +255,270 +1,534%
LCM
71
Landscape Capital Management
New Jersey
$25.7M +$13M +143,763 +100%
WBG
72
Wharton Business Group
Pennsylvania
$25.5M +$178K +1,975 +0.7%
PW
73
PGIM Wadhwani
United Kingdom
$25.3M +$4.15M +45,967 +21%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$23.3M +$5.2M +57,522 +31%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$23.1M +$664K +7,345 +3%

XLV Hedge Fund Activity: Q3 2018 in Review

794 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2018, worth a combined $14.5B — up 30% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new XLV positions and 51 closed out — a net gain of 57 holders — while 311 added to existing stakes and 227 trimmed.

The largest buyer was Bank of America, adding an estimated $255M. The largest seller was Wells Fargo, cutting an estimated $192M.

  • 794 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2018, up from 741 in Q2 2018.
  • Funds reported $14.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2018, up 30% quarter-over-quarter.
  • 108 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2018 and 51 closed out, a net change of +57 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2018 was Bank of America, an estimated $255M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2018 was Wells Fargo, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2018.