First Trust NYSE Arca Biotechnology Index Fund
243 hedge funds and large institutions have $751M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 14 closing their positions.
221% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 14
20% more capital invested
Capital invested by funds: $625M → $751M (+$126M)
11% more funds holding
Funds holding: 218 → 243 (+25)
1.09% less ownership
Funds ownership: 52.01% → 50.92% (-1.1%)
11% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 72
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.72M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.42M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$63M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$6.43M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.38M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.02M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.88M |
FBT Hedge Fund Activity: Q4 2022 in Review
243 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2022, worth a combined $751M — up 20% from $625M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FBT positions and 14 closed out — a net gain of 31 holders — while 64 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Silver Oak Securities, cutting an estimated $63M.
- 243 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2022, up from 218 in Q3 2022.
- Funds reported $751M of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2022, up 20% quarter-over-quarter.
- 45 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2022 and 14 closed out, a net change of +31 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2022 was Morgan Stanley, an estimated $18.7M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2022 was Silver Oak Securities, an estimated $63M sold.
Based on aggregated 13F filings for Q4 2022.