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State Street SPDR S&P Biotech ETF

654 hedge funds and large institutions have $12.1B invested in State Street SPDR S&P Biotech ETF in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 233 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 33

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

37% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 170

35% more capital invested

Capital invested by funds: $8.96B → $12.1B (+$3.1B)

18% more funds holding

Funds holding: 554654 (+100)

5.19% more ownership

Funds ownership: 171.15%176.34% (+5.2%)

80% less call options, than puts

Call options by funds: $883M | Put options by funds: $4.34B

Holders
654
Holders Change
+100
Holders Change %
+18.05%
% of All Funds
11.57%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
138
Increased
233
Reduced
170
Closed
33
Calls
$883M
Puts
$4.34B
Net Calls
-$3.46B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
251
Conservest Capital Advisors
Pennsylvania
$1.16M +$440K +3,436 +72%
AWA
252
Arete Wealth Advisors
Illinois
$1.16M -$628K -4,906 -37%
MIM
253
Miller Investment Management
Pennsylvania
$1.14M
WG
254
Watchman Group
Texas
$1.13M -$26.9K -210 -3%
AFP
255
Ausdal Financial Partners
Iowa
$1.12M +$3.71K +29 +0.4%
RF
256
Rollins Financial
Georgia
$1.11M +$1.01M +7,912 New
KA
257
Kerrisdale Advisers
Florida
$1.09M
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$1.06M -$14.1K -110 -1%
KPWS
259
Kestra Private Wealth Services
Texas
$1.05M -$147K -1,149 -14%
ATC
260
Adirondack Trust Company
New York
$1.05M +$137K +1,070 +18%
SMFG
261
Sumitomo Mitsui Financial Group
Japan
$1.05M +$146K +1,142 +18%
X
262
Xponance
Pennsylvania
$1.04M
CCG
263
Cypress Capital Group
Florida
$1.01M +$550K +4,293 +147%
BRWA
264
B. Riley Wealth Advisors
Florida
$1.01M -$20.5K -160 -2%
AWM
265
AE Wealth Management
Kansas
$1M +$116K +905 +15%
PIA
266
Perennial Investment Advisors
California
$992K +$138K +1,075 +18%
AI
267
ArchPoint Investors
Florida
$985K
GWM
268
Greenwich Wealth Management
Connecticut
$978K -$108K -840 -11%
GA
269
GFS Advisors
Texas
$968K +$106K +831 +14%
WA
270
WP Advisors
California
$953K +$1.02K +8 +0.1%
CWA
271
Choice Wealth Advisors
Maine
$938K +$854K +6,666 New
MBT
272
Montecito Bank & Trust
California
$935K +$164K +1,277 +24%
NWA
273
Navis Wealth Advisors
New York
$931K +$847K +6,610 New
CCM
274
Cribstone Capital Management
Maine
$923K +$2.05K +16 +0.2%
EFS
275
Essex Financial Services
Connecticut
$923K +$338K +2,635 +67%

XBI Hedge Fund Activity: Q4 2020 in Review

654 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2020, worth a combined $12.1B — up 35% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new XBI positions and 33 closed out — a net gain of 105 holders — while 233 added to existing stakes and 170 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $1.23B.

  • 654 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2020, up from 554 in Q3 2020.
  • Funds reported $12.1B of State Street SPDR S&P Biotech ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2020 and 33 closed out, a net change of +105 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.54B added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2020 was JP Morgan Chase, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2020.