First Trust NYSE Arca Biotechnology Index Fund
210 hedge funds and large institutions have $818M invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 25 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
104% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 25
82% more call options, than puts
Call options by funds: $2.14M | Put options by funds: $1.18M
12% more funds holding
Funds holding: 188 → 210 (+22)
10% more capital invested
Capital invested by funds: $744M → $818M (+$73.7M)
1.9% more ownership
Funds ownership: 43.64% → 45.54% (+1.9%)
30% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.85M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$4.06M |
| 3 |
RIA
RPG Investment Advisory
Pleasanton,
California
|
+$3.98M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.44M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$16.3M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$12.6M |
| 3 |
Morgan Stanley
New York
|
-$12.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.92M |
| 5 |
JP Morgan Chase
New York
|
-$5.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$117K | -949 | Closed |
|
227
Simplex Trading
Chicago,
Illinois
| – | -$59K | -480 | Closed |
|
228
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$40K | -325 | Closed |
|
|
PWMG
229
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$32K | -260 | Closed |
|
|
VNA
230
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$15K | -125 | Closed |
|
|
MPWT
231
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$14K | -110 | Closed |
|
|
FIB
232
First Interstate Bank
Billings,
Montana
| – | -$9K | -70 | Closed |
|
|
SWP
233
Strategic Wealth Partners
Independence,
Ohio
| – | -$8 | -70 | Closed |
|
234
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -22 | Closed |
|
|
CAN
235
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$2K | -20 | Closed |
|
|
HCA
236
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$2K | -13 | Closed |
|
FBT Hedge Fund Activity: Q4 2019 in Review
210 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2019, worth a combined $818M — up 9.9% from $744M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new FBT positions and 25 closed out — a net gain of 26 holders — while 51 added to existing stakes and 73 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.85M. The largest seller was UBS Group, cutting an estimated $16.3M.
- 210 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2019, up from 188 in Q3 2019.
- Funds reported $818M of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2019, up 9.9% quarter-over-quarter.
- 51 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2019 and 25 closed out, a net change of +26 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $7.85M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2019 was UBS Group, an estimated $16.3M sold.
Based on aggregated 13F filings for Q4 2019.