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State Street SPDR S&P Pharmaceuticals ETF

60 hedge funds and large institutions have $204M invested in State Street SPDR S&P Pharmaceuticals ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,700% more call options, than puts

Call options by funds: $296K | Put options by funds: $2K

38.4% more ownership

Funds ownership: 71.85%110.25% (+38%)

32% more capital invested

Capital invested by funds: $154M → $204M (+$49.7M)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

2% less funds holding

Funds holding: 6160 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
19
Closed
7
Calls
$296K
Puts
$2K
Net Calls
+$294K
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$57.5M +$16.4M +442,105 +38%
JP Morgan Chase
2
JP Morgan Chase
New York
$40.1M +$28.9M +776,283 +222%
Bank of America
3
Bank of America
North Carolina
$36.3M +$33.1M +890,618 +684%
Goldman Sachs
4
Goldman Sachs
New York
$30.4M +$6.42M +172,797 +25%
Morgan Stanley
5
Morgan Stanley
New York
$12.4M -$2.36M -63,409 -15%
WBG
6
Wharton Business Group
Pennsylvania
$3.65M -$89.6K -2,409 -2%
HCIA
7
Hochman Cole Investment Advisors
Illinois
$2.38M -$183K -4,920 -7%
Wells Fargo
8
Wells Fargo
California
$1.98M -$831K -22,347 -29%
LPL Financial
9
LPL Financial
California
$1.78M +$71.2K +1,915 +4%
Barclays
10
Barclays
United Kingdom
$1.69M
RJA
11
Raymond James & Associates
Florida
$1.4M +$1.21M +32,449 +481%
Citadel Advisors
12
Citadel Advisors
Florida
$1.21M +$601K +16,172 +91%
TRCT
13
Tower Research Capital (TRC)
New York
$1.17M +$836K +22,495 +218%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.17M +$81.2K +2,183 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.16M +$120K +3,240 +11%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.16M +$444K +11,950 +58%
UBS Group
17
UBS Group
Switzerland
$1.1M -$106K -2,862 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.01M -$47.4K -1,274 -4%
BHB
19
Bank Hapoalim BM
Israel
$1.01M +$32.7K +880 +3%
Citigroup
20
Citigroup
New York
$991K +$192K +5,176 +23%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$601K
NL
22
NWAM LLC
Washington
$537K -$71K -1,909 -11%
SC
23
Scotia Capital
Ontario, Canada
$392K -$666K -17,919 -62%
VIM
24
Vista Investment Management
Pennsylvania
$340K -$112K -3,015 -24%
PSF
25
Pacific Sun Financial
California
$295K -$14.9K -400 -5%

XPH Hedge Fund Activity: Q3 2019 in Review

60 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q3 2019, worth a combined $204M — up 32% from $154M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XPH and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 18 added.

The largest buyer was Bank of America, adding an estimated $33.1M. The largest seller was Deutsche Bank, exiting entirely with an estimated $13.9M sold.

  • 60 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q3 2019, down from 61 in Q2 2019.
  • Funds reported $204M of State Street SPDR S&P Pharmaceuticals ETF stock for Q3 2019, up 32% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q3 2019 and 7 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q3 2019 was Bank of America, an estimated $33.1M added.
  • The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q3 2019 was Deutsche Bank, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2019.