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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
AIM
76
Astor Investment Management
Illinois
$13.2M +$853K +11,701 +7%
State Street
77
State Street
Massachusetts
$12.8M +$6.23M +85,536 +99%
Citadel Advisors
78
Citadel Advisors
Florida
$12.8M +$5.56M +76,266 +80%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$12.7M +$4.49M +61,557 +57%
WA
80
WestEnd Advisors
North Carolina
$12.1M +$1.68M +23,035 +17%
MTB
81
Mizuho Trust & Banking
Japan
$11.9M +$3.64M +50,000 +45%
RWM
82
Rezny Wealth Management
Florida
$11.9M +$614K +8,423 +6%
WBG
83
Wharton Business Group
Pennsylvania
$11.9M +$1.07M +14,655 +10%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$11.8M +$1.95M +26,693 +20%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$11.7M +$1.16M +15,906 +11%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$11.4M -$309K -4,240 -3%
AWM
87
Affinity Wealth Management
Delaware
$11.2M -$6.88M -94,434 -39%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$11.2M +$10.4M +142,491 +1,776%
WF
89
WealthTrust Fairport
Ohio
$11.1M +$438K +6,011 +4%
WCG
90
Wall Capital Group
Arizona
$11M +$10.8M +148,043 New
Hudson Bay Capital Management
91
Hudson Bay Capital Management
Connecticut
$11M +$3.39M +46,535 +46%
CAN
92
Cetera Advisor Networks
California
$10.7M +$3.39M +46,520 +48%
NA
93
Neuburgh Advisers
California
$10.6M +$10.4M +142,222 New
TCM
94
Tekla Capital Management
Massachusetts
$10.5M +$10.2M +140,600 New
HCIA
95
Hochman Cole Investment Advisors
Illinois
$10.1M -$224K -3,078 -2%
V
96
Veritable
Delaware
$9.84M +$2.92K +40 +0%
PAG
97
Private Advisor Group
New Jersey
$9.74M +$127K +1,745 +1%
MLM
98
Mount Lucas Management
Pennsylvania
$9.66M +$9.47M +129,870 New
CI
99
Cavalier Investments
Georgia
$9.61M +$9.42M +129,241 New
Asset Management One
100
Asset Management One
Japan
$9.5M +$9.31M +127,700 New

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.