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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
Bank of America
1
Bank of America
North Carolina
$1.62B -$381M -4,997,292 -20%
Wells Fargo
2
Wells Fargo
California
$942M -$29.8M -391,010 -3%
Barclays
3
Barclays
United Kingdom
$860M +$31.6M +414,786 +4%
Goldman Sachs
4
Goldman Sachs
New York
$542M +$9.15M +120,045 +2%
Morgan Stanley
5
Morgan Stanley
New York
$535M -$66.7M -875,714 -11%
JP Morgan Chase
6
JP Morgan Chase
New York
$421M +$4.12M +54,138 +1%
UBS Group
7
UBS Group
Switzerland
$385M +$14.7M +193,221 +4%
SGI
8
Swan Global Investments
Colorado
$372M +$17M +222,618 +5%
Citigroup
9
Citigroup
New York
$230M -$41M -538,468 -16%
QIM
10
Quantitative Investment Management
Virginia
$213M +$105M +1,383,600 +106%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$203M +$62.2M +816,600 +47%
Ameriprise
12
Ameriprise
Minnesota
$190M +$68.9M +904,476 +60%
BlackRock
13
BlackRock
New York
$167M -$19.9M -261,537 -11%
State Street
14
State Street
Massachusetts
$141M +$123M +1,613,582 +938%
LPL Financial
15
LPL Financial
California
$136M +$125M +1,639,885 +2,238%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$130M +$554K +7,265 +0.4%
PVH
17
Psagot Value Holdings
Israel
$128M +$404K +5,308 +0.3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$117M +$2.88M +37,824 +3%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$116M +$12.5M +164,111 +13%
LMIM
20
Lockheed Martin Investment Management
Maryland
$111M -$8.81M -115,670 -8%
CM
21
Churchill Management
California
$105M +$7.36M +96,618 +8%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$92.7M +$80.3M +1,053,308 +902%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$92.7M +$2.76M +36,267 +3%
NLI
24
Nippon Life Insurance
Japan
$90.2M
CS
25
Credit Suisse
Switzerland
$86.7M -$114M -1,497,714 -58%

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.