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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
SCP
251
Stamos Capital Partners
California
$500K +$455K +5,260 New
1832 Asset Management
252
1832 Asset Management
Ontario, Canada
$497K +$359K +4,148 +390%
SYBT
253
Stock Yards Bank & Trust
Kentucky
$476K
CG
254
Colony Group
Massachusetts
$476K +$17.7K +205 +4%
VNA
255
Valley National Advisers
Pennsylvania
$473K +$44.6K +516 +12%
LNC
256
Lincoln National Corp
Pennsylvania
$468K +$426K +4,921 New
ATC
257
Adirondack Trust Company
New York
$467K
MOS
258
MGO One Seven
Ohio
$467K +$605 +7 +0.1%
EH
259
Equitable Holdings
New York
$467K +$424K +4,906 New
RFWA
260
RPg Family Wealth Advisory
Massachusetts
$463K -$206K -2,381 -33%
CFMC
261
Curbstone Financial Management Corp
New Hampshire
$461K +$420K +4,850 New
CCM
262
Cribstone Capital Management
Maine
$459K -$125K -1,440 -23%
SW
263
SkyOak Wealth
Michigan
$455K +$414K +4,786 New
NEPWA
264
New England Private Wealth Advisors
Massachusetts
$452K
AWA
265
Arete Wealth Advisors
Illinois
$440K +$19.5K +225 +5%
BFO
266
Biltmore Family Office
North Carolina
$439K -$4.15M -47,929 -91%
PCFFS
267
Pacific Center for Financial Services
California
$436K +$11.6K +134 +3%
KM
268
Kalos Management
Georgia
$435K -$18.2K -210 -4%
FPS
269
Fieldpoint Private Securities
Connecticut
$435K +$27.2K +315 +7%
FWM
270
Frontier Wealth Management
Missouri
$433K -$87.5K -1,012 -18%
VFA
271
Voya Financial Advisors
Connecticut
$429K +$22.1K +256 +6%
AGM
272
Alpine Global Management
New York
$428K -$119K -1,379 -23%
CICI
273
Capital Investment Counsel Inc
North Carolina
$422K -$2.16K -25 -0.6%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$419K -$1.15M -13,310 -75%
DAS
275
Dynamic Advisor Solutions
Arizona
$417K -$32.4K -375 -8%