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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
HIP
151
Harrell Investment Partners
Texas
$8.05M +$211 +2 +0%
PWAC
152
Private Wealth Advisors (California)
California
$7.82M +$969K +9,210 +14%
CI
153
CX Institutional
Indiana
$7.77M -$13.2K -125 -0.2%
RCP
154
Rothschild Capital Partners
New York
$7.74M
WA
155
WBH Advisory
Maryland
$7.63M +$657K +6,240 +9%
BBVA
156
Banco Bilbao Vizcaya Argentaria
Spain
$7.55M +$3.06M +29,085 +68%
PWMG
157
Prestige Wealth Management Group
New Jersey
$7.49M -$2.12M -20,173 -22%
V
158
Veritable
Delaware
$7.49M +$76.1K +723 +1%
CIC
159
Carnegie Investment Counsel
Ohio
$7.41M -$517K -4,913 -7%
TCWA
160
Ten Capital Wealth Advisors
Washington
$7.41M +$7.39M +70,240 New
KAS
161
Kestra Advisory Services
Texas
$7.36M +$7.35M +69,793 New
WG
162
Winton Group
United Kingdom
$7.3M -$3.85M -36,540 -35%
5L
163
55I LLC
Massachusetts
$7.3M -$343K -3,258 -4%
Squarepoint
164
Squarepoint
New York
$7.28M -$9.94M -94,456 -58%
ZIG
165
Zurich Insurance Group
Switzerland
$7.25M -$193K -1,829 -3%
RSWM
166
Robertson Stephens Wealth Management
California
$7.23M -$868K -8,249 -11%
FCC
167
Florin Court Capital
United Kingdom
$7.17M -$779K -7,400 -10%
BAM
168
Brave Asset Management
New Jersey
$7.15M +$885K +8,408 +14%
IC
169
Innealta Capital
Texas
$7.01M -$4.24M -40,271 -38%
AAS
170
Avantax Advisory Services
Texas
$6.96M +$4.12M +39,189 +146%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$6.94M +$315K +2,994 +5%
WCP
172
Welch Capital Partners
New York
$6.93M
SG
173
Swarthmore Group
Pennsylvania
$6.87M
CC
174
Callan Capital
California
$6.81M -$103K -975 -1%
CBT
175
Central Bank & Trust
Kentucky
$6.79M +$44K +418 +0.7%

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.