First Trust NYSE Arca Biotechnology Index Fund
227 hedge funds and large institutions have $1.86B invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 24 closing their positions.
146% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 24
67% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 51
52% more call options, than puts
Call options by funds: $2.2M | Put options by funds: $1.45M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
29% more capital invested
Capital invested by funds: $1.45B → $1.86B (+$419M)
17% more funds holding
Funds holding: 194 → 227 (+33)
1.04% less ownership
Funds ownership: 61.04% → 60% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$48.1M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$23.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.6M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$18.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$63.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$22M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$5.57M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$3.62M |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$2.82M |
FBT Hedge Fund Activity: Q1 2019 in Review
227 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2019, worth a combined $1.86B — up 29% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new FBT positions and 24 closed out — a net gain of 35 holders — while 85 added to existing stakes and 51 trimmed.
The largest buyer was Wells Fargo, adding an estimated $48.1M. The largest seller was First Trust Advisors, cutting an estimated $63.5M.
- 227 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2019, up from 194 in Q4 2018.
- Funds reported $1.86B of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2019, up 29% quarter-over-quarter.
- 59 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2019 and 24 closed out, a net change of +35 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2019 was Wells Fargo, an estimated $48.1M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2019 was First Trust Advisors, an estimated $63.5M sold.
Based on aggregated 13F filings for Q1 2019.