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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

794 hedge funds and large institutions have $14.5B invested in Health Care Select Sector SPDR Fund 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
Holders
794
Holders Change
+53
Holders Change %
+7.15%
% of All Funds
18.18%
Holding in Top 10
64
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+30.61%
% of All Funds
1.47%
New
108
Increased
311
Reduced
227
Closed
51
Calls
$409M
Puts
$1.15B
Net Calls
-$741M
Net Calls Change
-$585M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.46B
2
Barclays
Barclays
United Kingdom
$470M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$854M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$160M
5
Morgan Stanley
Morgan Stanley
New York
$732M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$857M
2
Goldman Sachs
Goldman Sachs
New York
$325M
3
SGI
Swan Global Investments
Colorado
$362M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$109M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$88.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
126
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.71M – – –
RWM
127
Rezny Wealth Management
Florida
$8.64M -$8.32M -87,445 -49%
Public Sector Pension Investment Board (PSP Investments)
128
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.47M – – –
AW
129
ACG Wealth
Georgia
$8.33M +$933K +9,808 +13%
VDFA
130
Vickerman & Driscoll Financial Advisors
Washington
$8.32M -$229K -2,402 -3%
CG
131
Cutler Group
California
$8.19M +$5.3M +55,692 +184%
Parallax Volatility Advisers
132
Parallax Volatility Advisers
California
$8.01M -$12.4M -130,364 -61%
VWM
133
Venturi Wealth Management
Texas
$7.9M +$1.82M +19,033 +30%
AIP
134
Ameritas Investment Partners
Nebraska
$7.87M +$476K +5,000 +6%
JG
135
Jefferies Group
New York
$7.54M +$7.26M +76,277 +2,587%
Mackenzie Financial
136
Mackenzie Financial
Ontario, Canada
$7.46M +$7.46M +78,400 New
MC
137
Martin & Co
Tennessee
$7.37M +$584K +6,140 +9%
HJA
138
Hugh Johnson Advisors
New York
$7.05M +$17.1K +180 +0.2%
RIG
139
Roosevelt Investment Group
New York
$6.93M -$142K -1,494 -2%
TFA
140
Toth Financial Advisory
Virginia
$6.92M +$63.1K +663 +0.9%
KHLMTHM
141
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.92M -$191K -2,100 -3%
1IA
142
1834 Investment Advisors
Wisconsin
$6.9M +$2.61M +27,403 +61%
HCMNY
143
Howard Capital Management (New York)
New York
$6.88M -$11.4M -119,966 -62%
CIA
144
Capital Investment Advisors
Georgia
$6.88M -$130K -1,370 -2%
FAAS
145
First Allied Advisory Services
California
$6.81M +$2.4M +25,172 +54%
FMT
146
First Mercantile Trust
Tennessee
$6.77M -$9.42K -99 -0.1%
SI
147
Stephens Inc
Arkansas
$6.73M -$323K -3,397 -5%
CWM
148
CMH Wealth Management
New Hampshire
$6.7M +$820K +8,575 +14%
WCP
149
Welch Capital Partners
New York
$6.67M – – –
TF
150
TIAA FSB
Florida
$6.66M +$455K +4,782 +7%
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6
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