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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
BFC
376
Bedel Financial Consulting
Indiana
$45K +$42.5K +500 New
FNBOSM
377
First National Bank of South Miami
Florida
$42K
GRP
378
Global Retirement Partners
California
$41K -$25.4K -298 -40%
LDFR
379
Lehman & Derafelo Financial Resources
Pennsylvania
$41K
ADL
380
Asset Dedication LLC
California
$41K +$38.3K +450 New
TL
381
TrueWealth LLC
Georgia
$36K
CFG
382
Citizens Financial Group
Rhode Island
$36K +$34K +400 New
HNB
383
Huntington National Bank
Ohio
$34K
WCM
384
WealthBridge Capital Management
Ohio
$34K
NL
385
NVWM LLC
Pennsylvania
$33K -$2.89K -34 -9%
CWM
386
Cranbrook Wealth Management
Michigan
$33K
CH
387
Canton Hathaway
Rhode Island
$31K
SFC
388
SYM Financial Corp
Indiana
$30K
GSWM
389
Golden State Wealth Management
California
$30K +$28.5K +335 New
UBS AM
390
UBS AM
Illinois
$29.1K +$24.8K +292 +1,007%
DSC
391
Duncker Streett & Co
Missouri
$27K
HCM
392
Highlander Capital Management
New Jersey
$27K
JFA
393
JNBA Financial Advisors
Minnesota
$27K
LB
394
Legacy Bridge
Iowa
$27K
SQA
395
Simon Quick Advisors
New Jersey
$27K
GI
396
Gradient Investments
Minnesota
$27K +$25.5K +300 New
WAP
397
Wealthcare Advisory Partners
Pennsylvania
$25K -$42.5K -500 -65%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$25K
APC
399
Aspire Private Capital
North Carolina
$24K
PWMG
400
Prestige Wealth Management Group
New Jersey
$21K

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.