First Trust NYSE Arca Biotechnology Index Fund
246 hedge funds and large institutions have $803M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 27 closing their positions.
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
4% more funds holding
Funds holding: 236 → 246 (+10)
0.07% less ownership
Funds ownership: 47.09% → 47.02% (-0.07%)
7% less capital invested
Capital invested by funds: $860M → $803M (-$57.8M)
13% less call options, than puts
Call options by funds: $325K | Put options by funds: $373K
36% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 81
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.44M |
| 2 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$4.79M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.34M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.31M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.14M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$5.8M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$4.25M |
| 5 |
Morgan Stanley
New York
|
-$4.21M |
FBT Hedge Fund Activity: Q4 2021 in Review
246 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2021, worth a combined $803M — down 6.7% from $860M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FBT positions and 27 closed out — a net gain of 20 holders — while 52 added to existing stakes and 81 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.44M. The largest seller was Wells Fargo, cutting an estimated $11.6M.
- 246 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2021, up from 236 in Q3 2021.
- Funds reported $803M of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2021, down 6.7% quarter-over-quarter.
- 47 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2021 and 27 closed out, a net change of +20 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $5.44M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2021 was Wells Fargo, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2021.