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State Street Health Care Select Sector SPDR ETF

1,053 hedge funds and large institutions have $18.5B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 401 increasing their positions, 393 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $17.6B → $18.5B (+$957M)

2.87% more ownership

Funds ownership: 76.26%79.12% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 393

0% more funds holding

Funds holding: 1,0501,053 (+3)

19% less funds holding in top 10

Funds holding in top 10: 11089 (-21)

23% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.95B

Holders
1,053
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
21.25%
Holding in Top 10
89
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.09%
% of All Funds
1.8%
New
93
Increased
401
Reduced
393
Closed
77
Calls
$1.5B
Puts
$1.95B
Net Calls
-$455M
Net Calls Change
+$473M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Colony Group
Massachusetts
$11.6M -$55.3K -525 -0.5%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$11.1M +$144K +1,368 +1%
BWM
128
Biltmore Wealth Management
Arizona
$10.9M +$9.79K +93 +0.1%
1IA
129
1834 Investment Advisors
Wisconsin
$10.9M +$3.26K +31 +0%
AIM
130
Astor Investment Management
Illinois
$10.9M +$8.01M +76,119 +276%
Mariner
131
Mariner
Kansas
$10.9M +$2.71M +25,780 +33%
AI
132
Atria Investments
North Carolina
$10.8M -$913K -8,678 -8%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$10.7M +$899K +8,545 +9%
BP
134
BBR Partners
New York
$10.6M +$10.6M +100,782 New
FMC
135
First Merchants Corp
Indiana
$10.5M +$77.4K +735 +0.7%
CS
136
Credit Suisse
Switzerland
$10.4M -$16.6M -157,643 -61%
HCP
137
Holt Capital Partners
Texas
$9.97M +$129K +1,230 +1%
JSAM
138
J. Safra Asset Management
New York
$9.83M +$9.81M +93,209 New
BFIC
139
Bedell Frazier Investment Counselling
California
$9.71M -$421K -3,998 -4%
QA
140
Quantitative Advantage
Minnesota
$9.71M +$85.2K +809 +0.9%
PFO
141
Pathstone Family Office
New Jersey
$9.66M -$459K -4,360 -5%
ACM
142
Anfield Capital Management
California
$9.6M -$4.27M -40,580 -31%
MCM
143
MV Capital Management
Maryland
$9.5M +$160K +1,517 +2%
MUAMU
144
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$9.18M +$4.74M +45,000 +107%
SWP
145
Stratos Wealth Partners
Ohio
$9.12M +$655K +6,220 +8%
KWM
146
Keebeck Wealth Management
Illinois
$8.81M +$12.9K +123 +0.1%
WA
147
Wealth Advisors
California
$8.78M +$1.08M +10,234 +14%
AWM
148
Altus Wealth Management
Kentucky
$8.71M +$550K +5,230 +7%
ACM
149
AlphaStar Capital Management
North Carolina
$8.51M +$7.76M +73,753 +1,153%
SC
150
Scotia Capital
Ontario, Canada
$8.3M +$833K +7,916 +11%

XLV Hedge Fund Activity: Q3 2020 in Review

1,053 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2020, worth a combined $18.5B — up 5.4% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new XLV positions and 77 closed out — a net gain of 16 holders — while 401 added to existing stakes and 393 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $301M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $222M.

  • 1,053 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2020, up from 1,050 in Q2 2020.
  • Funds reported $18.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 93 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2020 and 77 closed out, a net change of +16 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $301M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2020 was Ontario Teachers' Pension Plan Board, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2020.