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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
AIP
326
Ahrens Investment Partners
Louisiana
$208K -$51K -600 -21%
MMA
327
Miracle Mile Advisors
California
$208K +$195K +2,292 New
BIA
328
Bigelow Investment Advisors
Maine
$206K -$46.8K -550 -20%
CG
329
Colony Group
Massachusetts
$206K +$194K +2,276 New
IFWM
330
Institute for Wealth Management
Colorado
$205K +$193K +2,263 New
Franklin Resources
331
Franklin Resources
California
$203K +$191K +2,245 New
WCM
332
Whitener Capital Management
North Carolina
$198K
CA
333
Cetera Advisors
Colorado
$191K +$178K +2,095 New
SWM
334
SeaCrest Wealth Management
New York
$187K +$47.6K +560 +37%
RIA
335
Realta Investment Advisors
Delaware
$185K +$171K +2,012 New
AF
336
Arrow Financial
New York
$177K +$41.3K +485 +33%
CAM
337
CenterStar Asset Management
Illinois
$164K
PO
338
Private Ocean
California
$159K
HI
339
Hudock Inc
Pennsylvania
$157K +$148K +1,735 New
ESB
340
Essex Savings Bank
Connecticut
$152K
BFEC
341
Benjamin F. Edwards & Company
Missouri
$151K
VFA
342
Valeo Financial Advisors
Indiana
$138K
CAC
343
Certified Advisory Corp
Florida
$129K -$2.13K -25 -2%
SMFG
344
Sumitomo Mitsui Financial Group
Japan
$126K -$109K -1,282 -48%
HIIFS
345
Harel Insurance Investments & Financial Services
Israel
$124K -$18.6M -219,221 Closed
AIC
346
Ayalon Insurance Company
Israel
$122K -$12.8K -150 -10%
JHCP
347
Jackson Hole Capital Partners
Oklahoma
$117K +$7.66K +90 +8%
AA
348
Advisory Alpha
Michigan
$109K +$110K +1,298 New
CFGS
349
Concourse Financial Group Securities
Alabama
$108K +$44.5K +523 +77%
SF
350
Synovus Financial
Georgia
$104K -$3.15K -37 -3%

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.