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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
GT
326
Glenmede Trust
Pennsylvania
$106K +$8.04K +96 +8%
SEI Investments
327
SEI Investments
Pennsylvania
$105K -$13.4K -160 -11%
EWM
328
Evercore Wealth Management
New York
$102K
VFA
329
Valeo Financial Advisors
Indiana
$102K +$101K +1,200 New
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$99K -$31.8K -379 -25%
US Bancorp
331
US Bancorp
Minnesota
$97K +$11.6K +138 +14%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$88K -$1.68K -20 -2%
CAC
333
Certified Advisory Corp
Florida
$86K +$85.4K +1,020 New
EFSCE
334
Enterprise Financial Services Corp (EFSC)
Missouri
$85K +$83.8K +1,000 New
BWP
335
Baldwin Wealth Partners
Massachusetts
$68K
RFC
336
Regions Financial Corp
Alabama
$67K +$66.4K +793 New
CTC
337
Central Trust Company
Missouri
$61K
TFA
338
Toth Financial Advisory
Virginia
$59K +$58.6K +700 New
CFD
339
Creative Financial Designs
Indiana
$57K -$10.1K -121 -15%
Bessemer Group
340
Bessemer Group
New Jersey
$57K
GWS
341
Glassman Wealth Services
Virginia
$55K +$16.8K +200 +44%
RPG
342
Risk Paradigm Group
Texas
$54.4K +$33.8K +403 +169%
SFSIG
343
San Francisco Sentry Investment Group
California
$53K
KTC
344
Kistler-Tiffany Companies
Pennsylvania
$52K
LC
345
Landaas & Company
Wisconsin
$51K
IWM
346
IHT Wealth Management
Illinois
$48K
DSN
347
D. Scott Neal
Kentucky
$42K
CPA
348
Clear Perspective Advisors
Illinois
$41K
YWP
349
YorkBridge Wealth Partners
New York
$39K
CMBA
350
C.M. Bidwell & Associates
Hawaii
$38K

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.