State Street Health Care Select Sector SPDR ETF
504 hedge funds and large institutions have $11.7B invested in State Street Health Care Select Sector SPDR ETF in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 206 increasing their positions, 178 reducing their positions, and 71 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 178
9% more ownership
Funds ownership: 79.92% → 88.92% (+9%)
3% less capital invested
Capital invested by funds: $12B → $11.7B (-$321M)
6% less funds holding
Funds holding: 539 → 504 (-35)
17% less funds holding in top 10
Funds holding in top 10: 63 → 52 (-11)
41% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 71
54% less call options, than puts
Call options by funds: $460M | Put options by funds: $1.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.12B |
| 2 |
Citigroup
New York
|
+$440M |
| 3 |
Morgan Stanley
New York
|
+$268M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$251M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$150M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$161M |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$112M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$94.2M |
| 4 |
Rafferty Asset Management
New York
|
-$77.2M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$71.4M |
XLV Hedge Fund Activity: Q3 2015 in Review
504 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2015, worth a combined $11.7B — down 2.7% from $12B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of XLV and 42 opened new positions — a net loss of 29 holders — while 178 trimmed existing stakes and 206 added.
The largest buyer was Bank of America, adding an estimated $1.12B. The largest seller was JP Morgan Chase, cutting an estimated $161M.
- 504 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2015, down from 539 in Q2 2015.
- Funds reported $11.7B of State Street Health Care Select Sector SPDR ETF stock for Q3 2015, down 2.7% quarter-over-quarter.
- 42 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2015 and 71 closed out, a net change of -29 holders.
- The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2015 was Bank of America, an estimated $1.12B added.
- The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2015 was JP Morgan Chase, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2015.