First Trust NYSE Arca Biotechnology Index Fund
126 hedge funds and large institutions have $2.29B invested in First Trust NYSE Arca Biotechnology Index Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 10 closing their positions.
110% more call options, than puts
Call options by funds: $4.22M | Put options by funds: $2.01M
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
16% more capital invested
Capital invested by funds: $1.98B → $2.29B (+$312M)
3% more funds holding
Funds holding: 122 → 126 (+4)
2.93% more ownership
Funds ownership: 60.93% → 63.87% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$275M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.7M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$9.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.72M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$18.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.34M |
| 4 |
Morgan Stanley
New York
|
-$3.88M |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
-$3.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
126
Navellier & Associates
Reno,
Nevada
| – | -$2.16M | -18,248 | Closed |
|
|
HH
127
Hilltop Holdings
Dallas,
Texas
| – | -$1.28M | -10,846 | Closed |
|
|
VF
128
Virtu Financial
New York
| – | -$1.17M | -9,885 | Closed |
|
129
Creative Planning
Overland Park,
Kansas
| – | -$548K | -4,638 | Closed |
|
|
GA
130
Gateway Advisory
Westfield,
New Jersey
| – | -$393K | -3,323 | Closed |
|
|
WP
131
WealthPLAN Partners
Omaha,
Nebraska
| – | -$55K | -479 | Closed |
|
|
WRM
132
Westport Resources Management
Westport,
Connecticut
| – | -$35K | -300 | Closed |
|
|
SIG
133
Stanford Investment Group
Mountain View,
California
| – | -$10K | -88 | Closed |
|
134
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5.44K | -46 | Closed |
|
|
BCM
135
Brookstone Capital Management
Wheaton,
Illinois
| – | +$483 | +4 | New |
|
FBT Hedge Fund Activity: Q2 2015 in Review
126 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2015, worth a combined $2.29B — up 16% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FBT positions and 10 closed out — a net gain of 7 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $275M. The largest seller was Goldman Sachs, cutting an estimated $18.1M.
- 126 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2015, up from 122 in Q1 2015.
- Funds reported $2.29B of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2015, up 16% quarter-over-quarter.
- 17 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2015 and 10 closed out, a net change of +7 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2015 was First Trust Advisors, an estimated $275M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2015 was Goldman Sachs, an estimated $18.1M sold.
Based on aggregated 13F filings for Q2 2015.