State Street SPDR S&P Pharmaceuticals ETF
XPH
72 hedge funds and large institutions have $287M invested in State Street SPDR S&P Pharmaceuticals ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
12% more capital invested
Capital invested by funds: $256M → $287M (+$30.3M)
11% more funds holding
Funds holding: 65 → 72 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8.49% less ownership
Funds ownership: 72.41% → 63.93% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$18.2M |
| 2 |
Goldman Sachs
New York
|
+$15.9M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$9.98M |
| 4 |
Morgan Stanley
New York
|
+$8.67M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.6M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$6.72M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.21M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.83M |
| 5 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$1.31M |
XPH Hedge Fund Activity: Q1 2014 in Review
72 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q1 2014, worth a combined $287M — up 12% from $256M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XPH positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was UBS, adding an estimated $18.2M. The largest seller was Fidelity Investments, cutting an estimated $40.6M.
- 72 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q1 2014, up from 65 in Q4 2013.
- Funds reported $287M of State Street SPDR S&P Pharmaceuticals ETF stock for Q1 2014, up 12% quarter-over-quarter.
- 13 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q1 2014 and 6 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q1 2014 was UBS, an estimated $18.2M added.
- The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q1 2014 was Fidelity Investments, an estimated $40.6M sold.
Based on aggregated 13F filings for Q1 2014.