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State Street SPDR S&P Biotech ETF

474 hedge funds and large institutions have $6.3B invested in State Street SPDR S&P Biotech ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 406474 (+68)

16% more capital invested

Capital invested by funds: $5.44B → $6.3B (+$855M)

7.48% less ownership

Funds ownership: 148.18%140.7% (-7.5%)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

72% less call options, than puts

Call options by funds: $882M | Put options by funds: $3.12B

Holders
474
Holders Change
+68
Holders Change %
+16.75%
% of All Funds
9.34%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
110
Increased
122
Reduced
157
Closed
35
Calls
$882M
Puts
$3.12B
Net Calls
-$2.24B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Advisory Alpha
Michigan
$123K +$7.18K +83 +7%
BA
377
Ballast Advisors
Minnesota
$120K +$109K +1,264 New
FM
378
Family Management
New York
$109K
IUHSA
379
Itau Unibanco Holding S.A.
Brazil
$107K +$97.3K +1,125 New
PCG
380
Private Capital Group
Connecticut
$103K -$291K -3,360 -76%
CT
381
Caldwell Trust
Florida
$98.9K +$90K +1,040 New
FGAM
382
Financial Gravity Asset Management
Texas
$95K -$865 -10 -59%
LWS
383
Lucia Wealth Services
California
$95K +$86.5K +1,000 New
CFGS
384
Concourse Financial Group Securities
Alabama
$93K +$17.5K +202 +26%
ASN
385
Advisory Services Network
Georgia
$90K -$24.6K -284 -23%
OIA
386
Optimum Investment Advisors
Illinois
$76K -$6.92K -80 -9%
SF
387
Synovus Financial
Georgia
$75K -$31.4K -363 -32%
PA
388
Procyon Advisors
Connecticut
$74K +$67K +775 New
BWP
389
Baldwin Wealth Partners
Massachusetts
$73K
RG
390
Retirement Group
California
$72K +$65.2K +754 New
FCM
391
Firestone Capital Management
Florida
$72K +$65.9K +762 New
AIC
392
Ayalon Insurance Company
Israel
$64K -$7.27K -84 -11%
Bessemer Group
393
Bessemer Group
New Jersey
$64K
WP
394
WealthShield Partners
North Carolina
$64K +$58.4K +675 New
CAGAS
395
Capital Advisory Group Advisory Services
Minnesota
$58K
RWB
396
RMR Wealth Builders
New Jersey
$58K +$52.9K +612 New
BAM
397
Bellevue Asset Management
Washington
$57K +$52.2K +603 New
OSNBOA
398
Old Second National Bank of Aurora
Illinois
$55K -$2.75M -31,783 -98%
CCM
399
Covington Capital Management
California
$55K
SC
400
Stratford Consulting
Texas
$54K +$48.7K +563 New