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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
Bank of America
1
Bank of America
North Carolina
$1.89B +$14.2M +194,602 +0.8%
Wells Fargo
2
Wells Fargo
California
$913M +$42M +576,849 +5%
Barclays
3
Barclays
United Kingdom
$776M +$653M +8,955,388 +606%
Morgan Stanley
4
Morgan Stanley
New York
$567M -$18.5M -254,129 -3%
Goldman Sachs
5
Goldman Sachs
New York
$500M -$454M -6,235,176 -48%
JP Morgan Chase
6
JP Morgan Chase
New York
$391M -$285M -3,905,249 -43%
UBS Group
7
UBS Group
Switzerland
$347M -$80.1M -1,099,407 -19%
SGI
8
Swan Global Investments
Colorado
$333M +$37.7M +517,813 +13%
Citigroup
9
Citigroup
New York
$256M -$213M -2,917,855 -46%
CS
10
Credit Suisse
Switzerland
$193M +$172M +2,353,291 +984%
NM
11
NWI Management
New York
$177M
BlackRock
12
BlackRock
New York
$176M +$4.34M +59,542 +3%
ECM
13
Element Capital Management
New York
$148M +$145M +1,983,686 New
Two Sigma Advisers
14
Two Sigma Advisers
New York
$129M -$29.5M -404,100 -19%
MIFH
15
Migdal Insurance & Financial Holdings
Israel
$122M -$13.4M -183,513 -10%
PVH
16
Psagot Value Holdings
Israel
$120M +$25M +342,518 +27%
LMIM
17
Lockheed Martin Investment Management
Maryland
$113M +$14.6M +200,880 +15%
Ameriprise
18
Ameriprise
Minnesota
$111M +$3.53M +48,454 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$107M -$8.43M -115,614 -7%
QIM
20
Quantitative Investment Management
Virginia
$97.2M +$95.2M +1,306,800 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$97.1M +$87.8M +1,205,134 +1,194%
CM
22
Churchill Management
California
$91.4M +$89.6M +1,228,818 New
Nomura Holdings
23
Nomura Holdings
Japan
$90M -$168M -2,308,863 -66%
Rafferty Asset Management
24
Rafferty Asset Management
New York
$88.2M +$58M +795,854 +204%
NLI
25
Nippon Life Insurance
Japan
$84.7M

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.