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State Street SPDR S&P Biotech ETF
XBI

654 hedge funds and large institutions have $12.1B invested in State Street SPDR S&P Biotech ETF in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 233 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 33

55% more funds holding in top 10

Funds holding in top 10: 11 → 17 (+6)

37% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 170

35% more capital invested

Capital invested by funds: $8.96B → $12.1B (+$3.1B)

18% more funds holding

Funds holding: 554 → 654 (+100)

5.19% more ownership

Funds ownership: 171.15% → 176.34% (+5.2%)

80% less call options, than puts

Call options by funds: $883M | Put options by funds: $4.34B

Holders
654
Holders Change
+100
Holders Change %
+18.05%
% of All Funds
11.57%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
138
Increased
233
Reduced
170
Closed
33
Calls
$883M
Puts
$4.34B
Net Calls
-$3.46B
Net Calls Change
-$1.53B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.54B
2
Goldman Sachs
Goldman Sachs
New York
+$515M
3
Morgan Stanley
Morgan Stanley
New York
+$505M
4
Wells Fargo
Wells Fargo
California
+$236M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$235M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.23B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$570M
3
Citigroup
Citigroup
New York
-$249M
4
Barclays
Barclays
United Kingdom
-$238M
5
Bank of America
Bank of America
North Carolina
-$224M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
376
Prio Wealth Limited Partnership
Massachusetts
$492K +$81.8K +639 +22%
MTC
377
McDaniel Terry & Co
Texas
$490K – – –
Lido Advisors
378
Lido Advisors
California
$490K +$18.7K +146 +4%
AWM
379
Apollon Wealth Management
South Carolina
$490K +$446K +3,483 New
AFS
380
Annapolis Financial Services
Maryland
$489K +$445K +3,475 New
SIM
381
Seaview Investment Managers
Florida
$483K -$90.3K -705 -17%
NFSG
382
Newbridge Financial Services Group
Florida
$480K -$79.5K -621 -15%
BFEC
383
Benjamin F. Edwards & Company
Missouri
$479K – – –
PFS
384
Prospera Financial Services
Texas
$464K +$101K +788 +31%
HCM
385
Hilton Capital Management
New York
$464K +$422K +3,295 New
MW
386
MBL Wealth
North Carolina
$464K +$422K +3,295 New
KM
387
Kalos Management
Georgia
$460K -$90.8K -709 -21%
GT
388
Glenview Trust
Kentucky
$457K – – –
NA
389
Nottingham Advisors
New York
$457K +$58.3K +455 +16%
NEWAS
390
N.E.W. Advisory Services
Wisconsin
$456K -$138K -1,079 -25%
APWA
391
Atlas Private Wealth Advisors
New Jersey
$448K +$22.9K +179 +6%
EWM
392
Evercore Wealth Management
New York
$436K +$131K +1,025 +49%
DIM
393
Delta Investment Management
California
$430K +$512 +4 +0.1%
SFA
394
Sequoia Financial Advisors
Ohio
$423K +$137K +1,072 +55%
B
395
Bailard
California
$422K – – –
CBA
396
Coastal Bridge Advisors
Connecticut
$421K +$383K +2,993 New
QC
397
QCM Cayman
Texas
$417K +$380K +2,965 New
SDAM
398
Shulman DeMeo Asset Management
New York
$409K -$602K -4,697 -62%
LNC
399
Lincoln National Corp
Pennsylvania
$409K +$44.7K +349 +14%
BCP
400
Berkeley Capital Partners
Georgia
$401K -$19.3K -151 -5%
14 15
16
17 18

XBI Hedge Fund Activity: Q4 2020 in Review

654 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2020, worth a combined $12.1B — up 35% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new XBI positions and 33 closed out — a net gain of 105 holders — while 233 added to existing stakes and 170 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $1.23B.

  • 654 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2020, up from 554 in Q3 2020.
  • Funds reported $12.1B of State Street SPDR S&P Biotech ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2020 and 33 closed out, a net change of +105 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.54B added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2020 was JP Morgan Chase, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2020.