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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
Bank of America
1
Bank of America
North Carolina
$4.36B -$9.05M -85,981 -0.2%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.08B +$240M +2,276,030 +13%
Morgan Stanley
3
Morgan Stanley
New York
$766M +$14.7M +140,067 +2%
Wells Fargo
4
Wells Fargo
California
$597M +$94.5M +897,572 +19%
Citigroup
5
Citigroup
New York
$594M +$184M +1,744,791 +45%
NLI
6
Nippon Life Insurance
Japan
$549M
UBS Group
7
UBS Group
Switzerland
$542M +$78.8M +748,794 +17%
Goldman Sachs
8
Goldman Sachs
New York
$430M +$98.1M +931,634 +30%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$413M +$301M +2,861,990 +272%
Bessemer Group
10
Bessemer Group
New Jersey
$369M -$1.29M -12,238 -0.3%
LPL Financial
11
LPL Financial
California
$298M +$11.9M +113,260 +4%
Ameriprise
12
Ameriprise
Minnesota
$266M -$46.9M -446,035 -15%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$252M +$8.75M +83,104 +4%
Truist Financial
14
Truist Financial
North Carolina
$223M +$10.3M +97,585 +5%
RJA
15
Raymond James & Associates
Florida
$212M +$10.6M +100,458 +5%
PVH
16
Psagot Value Holdings
Israel
$187M -$9.98M -94,831 -5%
SGI
17
Swan Global Investments
Colorado
$183M -$26.4M -250,805 -13%
N
18
Natixis
France
$171M -$78.4M -745,028 -32%
CM
19
Churchill Management
California
$163M -$56.1M -533,317 -26%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$153M -$10.3M -97,483 -6%
BlackRock
21
BlackRock
New York
$139M -$68.6M -651,269 -33%
HIIFS
22
Harel Insurance Investments & Financial Services
Israel
$136M -$1.45M -13,787 -1%
RIG
23
RiverFront Investment Group
Virginia
$131M -$245K -2,328 -0.2%
Barclays
24
Barclays
United Kingdom
$129M +$55.6M +528,504 +76%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$126M +$58.1M +552,426 +85%

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.