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State Street SPDR S&P Pharmaceuticals ETF

70 hedge funds and large institutions have $154M invested in State Street SPDR S&P Pharmaceuticals ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.53% less ownership

Funds ownership: 51.24%45.71% (-5.5%)

7% less funds holding

Funds holding: 7570 (-5)

15% less capital invested

Capital invested by funds: $182M → $154M (-$28M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $529K

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
28
Closed
12
Calls
Puts
$529K
Net Calls
-$529K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$44K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$40K +$1.72K +41 +5%
CAGAS
53
Capital Advisory Group Advisory Services
Minnesota
$37K +$42 +1 +0.1%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$23K
William Blair & Company
55
William Blair & Company
Illinois
$23K
QCIG
56
Quad-Cities Investment Group
Iowa
$23K +$22.3K +530 New
AWA
57
Acorn Wealth Advisors
Michigan
$22K -$31.5K -750 -59%
SFM
58
Signet Financial Management
New Jersey
$20K -$420 -10 -2%
SPIA
59
Steward Partners Investment Advisory
New York
$19K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$16K
MFW
61
Mosaic Family Wealth
Missouri
$12K
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$9K
SWM
63
SeaCrest Wealth Management
New York
$7K
IA
64
IFP Advisors
Florida
$6K -$880K -20,961 -99%
AF
65
Allworth Financial
California
$6K
GWM
66
Geneos Wealth Management
Colorado
$4K
AWM
67
Avior Wealth Management
Nebraska
$4K +$4.2K +100 New
TFA
68
Transamerica Financial Advisors
Florida
$1K
ED
69
Exane Derivatives
France
$43
BB
70
Bell Bank
North Dakota
-$18.1M -432,607 Closed
AL
71
Arnhold LLC
New York
-$3.54M -84,600 Closed
MA
72
Montag & Associates
Georgia
-$1.59M -37,964 Closed
AIC
73
Ayalon Insurance Company
Israel
-$1.24M -29,490 Closed
SAM
74
Sequent Asset Management
Texas
-$1.2M -28,690 Closed
TSS
75
Two Sigma Securities
New York
-$346K -8,271 Closed

XPH Hedge Fund Activity: Q2 2018 in Review

70 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q2 2018, worth a combined $154M — down 15% from $182M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of XPH and 7 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 13 added.

The largest buyer was JGP Global Gestao de Recursos, opening a new position worth an estimated $6.3M. The largest seller was Bell Bank, exiting entirely with an estimated $18.1M sold.

  • 70 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q2 2018, down from 75 in Q1 2018.
  • Funds reported $154M of State Street SPDR S&P Pharmaceuticals ETF stock for Q2 2018, down 15% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q2 2018 and 12 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q2 2018 was JGP Global Gestao de Recursos, an estimated $6.3M added.
  • The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q2 2018 was Bell Bank, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2018.