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State Street SPDR S&P Pharmaceuticals ETF

77 hedge funds and large institutions have $261M invested in State Street SPDR S&P Pharmaceuticals ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $924K | Put options by funds: $788K

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

9% less funds holding

Funds holding: 8577 (-8)

22% less capital invested

Capital invested by funds: $335M → $261M (-$73.4M)

30.04% less ownership

Funds ownership: 61.65%31.61% (-30%)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
77
Holders Change
-8
Holders Change %
-9.41%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
29
Reduced
29
Closed
17
Calls
$924K
Puts
$788K
Net Calls
+$136K
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.3M -$1.2M -19,966 -42%
ACM
27
Aviance Capital Management
Florida
$1.29M +$1.66M +27,502 New
TRCT
28
Tower Research Capital (TRC)
New York
$1.22M -$1.39M -23,044 -47%
CAM
29
Concorde Asset Management
Michigan
$1.2M +$101K +1,674 +7%
AI
30
Atria Investments
North Carolina
$1.06M +$88.7K +1,472 +7%
FAAS
31
First Allied Advisory Services
California
$958K +$35.5K +590 +3%
MFS
32
MSI Financial Services
Massachusetts
$899K +$97.3K +1,615 +9%
CA
33
Cumberland Advisors
Florida
$853K +$307K +5,100 +39%
DC
34
Davenport & Co
Virginia
$823K -$2.23M -36,976 -68%
Stifel Financial
35
Stifel Financial
Missouri
$795K -$22.7K -377 -2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$717K -$565K -9,387 -38%
BRWA
37
B. Riley Wealth Advisors
Florida
$692K +$50.6K +840 +6%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$688K -$1.33M -21,999 -60%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$672K -$4.88K -81 -0.6%
Creative Planning
40
Creative Planning
Kansas
$582K +$747K +12,396 New
SAM
41
Sequent Asset Management
Texas
$463K -$11.4K -190 -2%
ST
42
Spot Trading
Illinois
$459K +$590K +9,789 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$435K +$5.12K +85 +0.9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$413K -$776K -12,885 -59%
ICAS
45
Investors Capital Advisory Services
Massachusetts
$413K -$58K -962 -10%
CA
46
Cetera Advisors
Colorado
$403K +$56.3K +934 +12%
OC
47
Oppenheimer & Co
New York
$364K +$201K +3,336 +75%
AIG
48
American International Group
New York
$356K -$27.2K -451 -6%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$340K -$5.89M -97,812 -93%
Millennium Management
50
Millennium Management
New York
$233K +$299K +4,958 New

XPH Hedge Fund Activity: Q3 2015 in Review

77 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q3 2015, worth a combined $261M — down 22% from $335M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of XPH and 10 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 29 added.

The largest buyer was Susquehanna International Group, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $19.2M.

  • 77 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q3 2015, down from 85 in Q2 2015.
  • Funds reported $261M of State Street SPDR S&P Pharmaceuticals ETF stock for Q3 2015, down 22% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q3 2015 and 17 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q3 2015 was Susquehanna International Group, an estimated $20.4M added.
  • The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q3 2015 was Morgan Stanley, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2015.