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State Street SPDR S&P Biotech ETF

451 hedge funds and large institutions have $6.32B invested in State Street SPDR S&P Biotech ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

43% more capital invested

Capital invested by funds: $4.42B → $6.32B (+$1.91B)

30.19% more ownership

Funds ownership: 114.54%144.73% (+30%)

6% more funds holding

Funds holding: 427451 (+24)

7% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 130

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

57% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.64B

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
9.76%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
83
Increased
139
Reduced
130
Closed
52
Calls
$1.14B
Puts
$2.64B
Net Calls
-$1.5B
Net Calls Change
-$627M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
251
Valley National Advisers
Pennsylvania
$427K +$17.8K +209 +5%
FPS
252
Fieldpoint Private Securities
Connecticut
$422K
CA
253
Corrado Advisors
New Jersey
$414K +$4.68K +55 +1%
AWM
254
AE Wealth Management
Kansas
$413K +$110K +1,294 +40%
SA
255
Sicart Associates
New York
$412K -$111K -1,305 -22%
PCFFS
256
Pacific Center for Financial Services
California
$410K
AWA
257
Arete Wealth Advisors
Illinois
$410K +$21.5K +253 +6%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$400K +$68.4K +804 +22%
SWM
259
Stockman Wealth Management
Montana
$388K -$51K -600 -12%
BFA
260
Beaumont Financial Advisors
Massachusetts
$388K +$365K +4,288 New
SAM
261
Seelaus Asset Management
New Jersey
$387K
BCWM
262
Bartlett & Co Wealth Management
Ohio
$384K
BC
263
Bartlett & Co
Ohio
$384K
DAS
264
Dynamic Advisor Solutions
Arizona
$383K -$5.27K -62 -1%
CS
265
Candriam SCA
Luxembourg
$380K
AIC
266
Ameritas Investment Company
Nebraska
$375K -$322K -3,785 -48%
VFA
267
Voya Financial Advisors
Connecticut
$369K +$22K +259 +7%
CICI
268
Capital Investment Counsel Inc
North Carolina
$368K -$12.8K -150 -4%
GWA
269
Guidant Wealth Advisors
Illinois
$368K +$345K +4,060 New
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$364K +$342K +4,016 New
GBA
271
Garrison Bradford & Associates
New York
$358K +$336K +3,950 New
OCM
272
Orser Capital Management
Texas
$355K -$65.5K -770 -16%
MBT
273
Montecito Bank & Trust
California
$353K -$65.1K -765 -16%
WSC
274
Wellington Shields & Co
New York
$353K
CB
275
Commerce Bank
Missouri
$351K

XBI Hedge Fund Activity: Q1 2019 in Review

451 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2019, worth a combined $6.32B — up 43% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XBI positions and 52 closed out — a net gain of 31 holders — while 139 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $371M. The largest seller was Wells Fargo, cutting an estimated $105M.

  • 451 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2019, up from 427 in Q4 2018.
  • Funds reported $6.32B of State Street SPDR S&P Biotech ETF stock for Q1 2019, up 43% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2019 was Morgan Stanley, an estimated $371M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2019 was Wells Fargo, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.