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State Street Health Care Select Sector SPDR ETF

674 hedge funds and large institutions have $11.3B invested in State Street Health Care Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 269 increasing their positions, 212 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

27% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 212

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.3B (+$772M)

2% more funds holding

Funds holding: 660674 (+14)

9% more call options, than puts

Call options by funds: $682M | Put options by funds: $624M

0.63% less ownership

Funds ownership: 65.88%65.25% (-0.63%)

Holders
674
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
16.8%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.42%
New
79
Increased
269
Reduced
212
Closed
60
Calls
$682M
Puts
$624M
Net Calls
+$57.4M
Net Calls Change
-$480M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$3.33M +$226K +2,961 +8%
Nomura Holdings
202
Nomura Holdings
Japan
$3.33M -$89M -1,168,051 -97%
SPL
203
Smart Portfolios LLC
Washington
$3.26M -$24.2K -317 -0.8%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$3.2M +$128K +1,682 +4%
SWM
205
Strategic Wealth Management
Washington
$3.19M
BTIS
206
BB&T Investment Services
North Carolina
$3.19M +$2.67M +35,014 +666%
TTWM
207
TCV Trust & Wealth Management
Virginia
$3.18M +$3.81K +50 +0.1%
FCI
208
Financial Counselors Inc
Kansas
$3.16M -$8.69K -114 -0.3%
BPC
209
Banque Pictet & Cie
Switzerland
$3.14M -$374K -4,913 -11%
LJAC
210
L.J. Altfest & Co
New York
$3.1M +$164K +2,147 +6%
OAM
211
Oppenheimer Asset Management
New York
$3.05M +$692K +9,077 +31%
PNAA
212
Pictet North America Advisors
Switzerland
$3.03M -$20K -263 -0.7%
KCM
213
Karp Capital Management
California
$3.03M +$2.21M +29,031 +316%
KF
214
Krilogy Financial
Missouri
$3.01M +$205K +2,692 +8%
PI
215
Parkside Investments
Illinois
$2.99M +$557K +7,314 +24%
SPIA
216
Steward Partners Investment Advisory
New York
$2.96M +$2.41M +31,665 +551%
FNT
217
First National Trust
Pennsylvania
$2.96M +$125K +1,645 +5%
RCP
218
Rothschild Capital Partners
New York
$2.91M -$4.21M -55,290 -60%
MBTD
219
Mechanics Bank - Trust Department
California
$2.9M -$99.5K -1,306 -3%
TF
220
TIAA FSB
Florida
$2.9M +$2.79M +36,567 New
P
221
PhaseCapital
New York
$2.86M +$663K +8,700 +32%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$2.74M
HWP
223
Hefty Wealth Partners
Indiana
$2.74M +$2.62M +34,449 +28,708%
JGIA
224
Jackson Grant Investment Advisers
Connecticut
$2.71M +$7.01K +92 +0.3%
NR
225
Newfound Research
Massachusetts
$2.71M -$24.9K -327 -0.9%

XLV Hedge Fund Activity: Q2 2017 in Review

674 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2017, worth a combined $11.3B — up 7.3% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new XLV positions and 60 closed out — a net gain of 19 holders — while 269 added to existing stakes and 212 trimmed.

The largest buyer was LPL Financial, adding an estimated $125M. The largest seller was Bank of America, cutting an estimated $381M.

  • 674 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2017, up from 660 in Q1 2017.
  • Funds reported $11.3B of State Street Health Care Select Sector SPDR ETF stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 79 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2017 and 60 closed out, a net change of +19 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2017 was LPL Financial, an estimated $125M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $381M sold.

Based on aggregated 13F filings for Q2 2017.