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State Street SPDR S&P Biotech ETF

474 hedge funds and large institutions have $6.3B invested in State Street SPDR S&P Biotech ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 406474 (+68)

16% more capital invested

Capital invested by funds: $5.44B → $6.3B (+$855M)

7.48% less ownership

Funds ownership: 148.18%140.7% (-7.5%)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

72% less call options, than puts

Call options by funds: $882M | Put options by funds: $3.12B

Holders
474
Holders Change
+68
Holders Change %
+16.75%
% of All Funds
9.34%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
110
Increased
122
Reduced
157
Closed
35
Calls
$882M
Puts
$3.12B
Net Calls
-$2.24B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
226
American Research & Management Company
Massachusetts
$628K
AFP
227
Ausdal Financial Partners
Iowa
$622K +$67K +774 +13%
SG
228
StoneX Group
New York
$616K -$21.8K -252 -4%
JWCA
229
J.W. Cole Advisors
Florida
$614K +$558K +6,456 New
WP
230
WMS Partners
Maryland
$612K +$557K +6,435 New
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$597K
Luther King Capital Management (LKCM)
232
Luther King Capital Management (LKCM)
Texas
$593K
P
233
&Partners
Tennessee
$593K
AAIM
234
Asset Advisors Investment Management
Georgia
$585K +$19.5K +225 +4%
NFG
235
Next Financial Group
Texas
$584K +$481K +5,555 +954%
WVP
236
Worth Venture Partners
New Jersey
$578K +$16.2K +187 +3%
FMLI
237
Fukoku Mutual Life Insurance
Japan
$571K +$519K +6,000 New
RBC
238
Roble Belko & Company
Pennsylvania
$548K +$499K +5,765 New
NEWAS
239
N.E.W. Advisory Services
Wisconsin
$547K +$497K +5,745 New
WP
240
WealthSource Partners
California
$536K -$999K -11,548 -67%
HDIM
241
Hanson & Doremus Investment Management
Vermont
$534K +$109K +1,259 +29%
FPGK
242
Financial Partners Group (Kansas)
Kansas
$533K -$29.5K -341 -6%
OAM
243
Oppenheimer Asset Management
New York
$528K -$6.49K -75 -1%
MRCM
244
M&R Capital Management
New Jersey
$528K
RJT
245
Raymond James Trust
Florida
$527K +$17K +196 +4%
HAS
246
HBW Advisory Services
California
$519K +$472K +5,458 New
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$516K
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$507K +$3.11K +36 +0.7%
APA
249
American Portfolios Advisors
New York
$507K +$19K +220 +4%
CA
250
Corrado Advisors
New Jersey
$503K +$16K +185 +4%