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State Street SPDR S&P Biotech ETF

397 hedge funds and large institutions have $3.88B invested in State Street SPDR S&P Biotech ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 124 increasing their positions, 112 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 43

14% more funds holding

Funds holding: 349397 (+48)

11% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 112

6.06% more ownership

Funds ownership: 90.14%96.2% (+6.1%)

3% more capital invested

Capital invested by funds: $3.77B → $3.88B (+$113M)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

71% less call options, than puts

Call options by funds: $537M | Put options by funds: $1.85B

Holders
397
Holders Change
+48
Holders Change %
+13.75%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.39%
New
93
Increased
124
Reduced
112
Closed
43
Calls
$537M
Puts
$1.85B
Net Calls
-$1.31B
Net Calls Change
-$575M
Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
301
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$213K
Neuberger Berman Group
302
Neuberger Berman Group
New York
$212K -$72K -860 -26%
BOS
303
Bingham Osborn & Scarborough
California
$212K
ST
304
Spinnaker Trust
Maine
$209K -$12.6K -150 -6%
MMA
305
Miracle Mile Advisors
California
$209K +$206K +2,460 New
LNC
306
Lincoln National Corp
Pennsylvania
$207K +$205K +2,442 New
UWM
307
USAdvisors Wealth Management
Minnesota
$206K +$203K +2,423 New
MSAM
308
Moloney Securities Asset Management
Missouri
$204K -$70.4K -840 -26%
CG
309
Colony Group
Massachusetts
$204K +$201K +2,404 New
HIIFS
310
Harel Insurance Investments & Financial Services
Israel
$199K
FAAS
311
First Allied Advisory Services
California
$195K +$193K +2,304 New
JG
312
Jefferies Group
New York
$185K -$67K -800 -27%
WCM
313
Whitener Capital Management
North Carolina
$185K +$183K +2,190 New
FPFS
314
First Personal Financial Services
North Carolina
$166K
AWM
315
Avior Wealth Management
Nebraska
$166K +$164K +1,955 New
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$163K
WT
317
Whittier Trust
California
$163K
ATC
318
Adirondack Trust Company
New York
$161K
CA
319
Calton & Associates
Florida
$158K +$138K +1,651 New
SWM
320
SeaCrest Wealth Management
New York
$146K +$144K +1,720 New
SBL
321
Sargent Bickham Lagudis
Colorado
$140K
EDRH
322
Edmond de Rothschild Holding
Switzerland
$135K -$587K -7,006 -81%
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$135K -$22.6K -270 -15%
AF
324
Arrow Financial
New York
$125K +$58.6K +700 +90%
AFNAS
325
American Financial Network Advisory Services
California
$113K +$5.45K +65 +5%

XBI Hedge Fund Activity: Q4 2017 in Review

397 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2017, worth a combined $3.88B — up 3% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new XBI positions and 43 closed out — a net gain of 50 holders — while 124 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $120M. The largest seller was Credit Suisse, cutting an estimated $101M.

  • 397 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2017, up from 349 in Q3 2017.
  • Funds reported $3.88B of State Street SPDR S&P Biotech ETF stock for Q4 2017, up 3% quarter-over-quarter.
  • 93 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2017 and 43 closed out, a net change of +50 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2017 was UBS Group, an estimated $120M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2017 was Credit Suisse, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2017.