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State Street SPDR S&P Pharmaceuticals ETF

85 hedge funds and large institutions have $335M invested in State Street SPDR S&P Pharmaceuticals ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $511K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

8% more funds holding

Funds holding: 7985 (+6)

4.38% more ownership

Funds ownership: 57.27%61.65% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $337M → $335M (-$1.99M)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
30
Reduced
26
Closed
7
Calls
$1.27M
Puts
$511K
Net Calls
+$761K
Net Calls Change
+$847K
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
26
Riggs Asset Management
Pennsylvania
$2.13M +$20.9K +336 +1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.6M +$1.6M +25,616 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.54M +$14.7K +236 +1%
CAM
29
Concorde Asset Management
Michigan
$1.49M +$1.49M +23,864 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.35M +$27K +434 +2%
AI
31
Atria Investments
North Carolina
$1.31M +$35.9K +576 +3%
DG
32
Davidson & Garrard
Virginia
$1.27M -$139K -2,238 -10%
FAAS
33
First Allied Advisory Services
California
$1.22M +$58.4K +938 +5%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$1.15M +$1.15M +18,500 New
MFS
35
MSI Financial Services
Massachusetts
$1.09M -$86.5K -1,388 -7%
Stifel Financial
36
Stifel Financial
Missouri
$1.08M +$472K +7,576 +78%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$898K -$24.5K -394 -3%
SB
38
Suntrust Banks
Georgia
$873K +$16.8K +270 +2%
BRWA
39
B. Riley Wealth Advisors
Florida
$867K +$99.7K +1,600 +13%
CCMD
40
Cypress Capital Management (Delaware)
Delaware
$838K +$99.7K +1,600 +14%
CA
41
Cumberland Advisors
Florida
$816K +$130K +2,080 +19%
WS
42
Wedbush Securities
California
$691K -$119K -1,906 -15%
HF
43
HRT Financial
New York
$635K +$636K +10,200 New
SAM
44
Sequent Asset Management
Texas
$626K +$626K +10,048 New
JP Morgan Chase
45
JP Morgan Chase
New York
$623K +$623K +10,004 New
ICAS
46
Investors Capital Advisory Services
Massachusetts
$609K +$45.2K +726 +8%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$573K -$38.6K -620 -6%
Brown Advisory
48
Brown Advisory
Maryland
$529K -$181K -2,900 -25%
AIG
49
American International Group
New York
$502K +$84K +1,348 +20%
Jane Street
50
Jane Street
New York
$497K -$2.75M -44,122 -85%

XPH Hedge Fund Activity: Q2 2015 in Review

85 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q2 2015, worth a combined $335M — down 0.59% from $337M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XPH positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $29.4M. The largest seller was UBS Group, cutting an estimated $18.6M.

  • 85 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q2 2015, up from 79 in Q1 2015.
  • Funds reported $335M of State Street SPDR S&P Pharmaceuticals ETF stock for Q2 2015, down 0.59% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q2 2015 and 7 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q2 2015 was Goldman Sachs, an estimated $29.4M added.
  • The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q2 2015 was UBS Group, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2015.