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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
KIA
101
KCM Investment Advisors
California
$9.49M +$2.48M +34,088 +36%
AG
102
Advisor Group
Arizona
$8.93M +$653K +8,965 +8%
FCM
103
Flinton Capital Management
Pennsylvania
$8.71M +$8.54M +117,124 New
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$8.68M -$1.21M -16,604 -12%
LCM
105
Laurion Capital Management
New York
$8.63M +$8.45M +116,000 New
HHC
106
Hutchin Hill Capital
New York
$8.53M +$4.74M +65,000 +131%
VSI
107
Verde Servicos Internacionais
Brazil
$8.18M -$6.54M -89,716 -45%
CC
108
Callan Capital
California
$8.13M -$151K -2,065 -2%
SFSG
109
Stearns Financial Services Group
North Carolina
$8.09M -$542K -7,433 -6%
CG
110
Cutler Group
California
$7.73M +$7.58M +103,968 New
SGAM
111
Steinberg Global Asset Management
Florida
$7.54M +$442K +6,059 +6%
UAS
112
United Asset Strategies
New York
$7.52M +$176K +2,414 +2%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$7.51M -$2.28M -31,243 -24%
CB
114
Commerce Bank
Missouri
$7.48M -$78.6K -1,079 -1%
NA
115
Nottingham Advisors
New York
$7.43M +$48.7K +668 +0.7%
William Blair & Company
116
William Blair & Company
Illinois
$7.34M -$6.01M -82,503 -46%
LFAS
117
Level Four Advisory Services
Texas
$7.2M +$6.4M +87,843 +950%
CHA
118
Cedar Hill Associates
Illinois
$6.96M -$2.22M -30,507 -25%
FIM
119
Freedom Investment Management
Connecticut
$6.94M +$454K +6,235 +7%
TAM
120
Tyers Asset Management
Texas
$6.84M +$6.71M +92,026 New
RCP
121
Rothschild Capital Partners
New York
$6.84M +$1.45M +19,949 +28%
IUHSA
122
Itau Unibanco Holding S.A.
Brazil
$6.42M +$3M +41,100 +91%
BWM
123
Biltmore Wealth Management
Arizona
$6.01M -$3.43K -47 -0.1%
KHLMTHM
124
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.82M
HJA
125
Hugh Johnson Advisors
New York
$5.8M -$219K -3,007 -4%

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.