State Street SPDR S&P Pharmaceuticals ETF
XPH
65 hedge funds and large institutions have $98.6M invested in State Street SPDR S&P Pharmaceuticals ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
10% more funds holding
Funds holding: 59 → 65 (+6)
2.58% less ownership
Funds ownership: 52.68% → 50.1% (-2.6%)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
15% less capital invested
Capital invested by funds: $117M → $98.6M (-$18M)
84% less call options, than puts
Call options by funds: $250K | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$3.11M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.63M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.1M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$741K |
| 5 |
IC
IEQ Capital
Foster City,
California
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$16.9M |
| 2 |
Morgan Stanley
New York
|
-$2.77M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.05M |
| 4 |
Jane Street
New York
|
-$887K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$824K |
XPH Hedge Fund Activity: Q3 2023 in Review
65 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q3 2023, worth a combined $98.6M — down 15% from $117M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XPH positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $3.11M. The largest seller was Clal Insurance, cutting an estimated $16.9M.
- 65 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q3 2023, up from 59 in Q2 2023.
- Funds reported $98.6M of State Street SPDR S&P Pharmaceuticals ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 13 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q3 2023 and 7 closed out, a net change of +6 holders.
- The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q3 2023 was Gladstone Institutional Advisory, an estimated $3.11M added.
- The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q3 2023 was Clal Insurance, an estimated $16.9M sold.
Based on aggregated 13F filings for Q3 2023.