First Trust NYSE Arca Biotechnology Index Fund
FBT
224 hedge funds and large institutions have $1.05B invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 22 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 42
118% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 22
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
55% more capital invested
Capital invested by funds: $677M → $1.05B (+$369M)
13% more funds holding
Funds holding: 199 → 224 (+25)
1.91% more ownership
Funds ownership: 47.16% → 49.07% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$19.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.4M |
| 5 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$13.3M |
| 2 |
TI
tru Independence
Portland,
Oregon
|
-$10.7M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$4.64M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.65M |
FBT Hedge Fund Activity: Q2 2020 in Review
224 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2020, worth a combined $1.05B — up 55% from $677M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FBT positions and 22 closed out — a net gain of 26 holders — while 99 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $39.7M. The largest seller was Psagot Value Holdings, exiting entirely with an estimated $13.3M sold.
- 224 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2020, up from 199 in Q1 2020.
- Funds reported $1.05B of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2020, up 55% quarter-over-quarter.
- 48 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2020 and 22 closed out, a net change of +26 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2020 was Morgan Stanley, an estimated $39.7M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2020 was Psagot Value Holdings, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2020.