First Trust NYSE Arca Biotechnology Index Fund
157 hedge funds and large institutions have $726M invested in First Trust NYSE Arca Biotechnology Index Fund in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 19 closing their positions.
161% more call options, than puts
Call options by funds: $4.48M | Put options by funds: $1.72M
47% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 38
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
17% more capital invested
Capital invested by funds: $622M → $726M (+$104M)
9.88% more ownership
Funds ownership: 44.18% → 54.06% (+9.9%)
2% more funds holding
Funds holding: 154 → 157 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$147M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.78M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$8.08M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$7.67M |
| 2 |
Goldman Sachs
New York
|
-$3.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.05M |
| 4 |
SAM
Silphium Asset Management
London,
United Kingdom
|
-$1.99M |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$1.2M |
FBT Hedge Fund Activity: Q2 2018 in Review
157 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2018, worth a combined $726M — up 17% from $622M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FBT positions and 19 closed out — a net gain of 4 holders — while 56 added to existing stakes and 38 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $147M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $7.67M.
- 157 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2018, up from 154 in Q1 2018.
- Funds reported $726M of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2018, up 17% quarter-over-quarter.
- 23 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2018 and 19 closed out, a net change of +4 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $147M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $7.67M sold.
Based on aggregated 13F filings for Q2 2018.