First Trust NYSE Arca Biotechnology Index Fund
112 hedge funds and large institutions have $398M invested in First Trust NYSE Arca Biotechnology Index Fund in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
26% more capital invested
Capital invested by funds: $317M → $398M (+$81.6M)
23% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $1.35M
17% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 30
4.12% more ownership
Funds ownership: 34.89% → 39.02% (+4.1%)
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
1% less funds holding
Funds holding: 113 → 112 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$17.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.4M |
| 3 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
+$6.26M |
| 4 |
CM
Churchill Management
Los Angeles,
California
|
+$4.21M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.27M |
| 2 |
Nomura Asset Management
Tokyo,
Japan
|
-$2.18M |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$1.31M |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$1.2M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$895K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
126
Apriem Advisors
Irvine,
California
| – | -$32K | -300 | Closed |
|
|
RFWA
127
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$21.1K | -200 | Closed |
|
|
CAL
128
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$12K | -117 | Closed |
|
|
BIG
129
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$12K | -116 | Closed |
|
130
BlackRock
New York
| – | -$10K | -93 | Closed |
|
|
HR
131
Howe & Rusling
Rochester,
New York
| – | -$7K | -70 | Closed |
|
|
TFA
132
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$7K | -59 | Closed |
|
|
FANJ
133
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$3K | -24 | Closed |
|
|
WP
134
WealthPLAN Partners
Omaha,
Nebraska
| – | -$1.12K | -11 | Closed |
|
FBT Hedge Fund Activity: Q2 2017 in Review
112 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2017, worth a combined $398M — up 26% from $317M a quarter earlier.
Fund positioning in FBT was balanced in Q2 2017: 22 funds opened new positions, 22 closed out, 35 added to existing stakes and 30 trimmed.
The largest buyer was Navellier & Associates, opening a new position worth an estimated $17.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.27M sold.
- 112 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2017, down from 113 in Q1 2017.
- Funds reported $398M of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2017, up 26% quarter-over-quarter.
- 22 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2017 and 22 closed out, a net change of 0 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2017 was Navellier & Associates, an estimated $17.2M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2017 was Susquehanna International Group, an estimated $2.27M sold.
Based on aggregated 13F filings for Q2 2017.