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State Street SPDR S&P Biotech ETF

703 hedge funds and large institutions have $7.06B invested in State Street SPDR S&P Biotech ETF in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

10% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 112

3% more call options, than puts

Call options by funds: $2.67B | Put options by funds: $2.59B

0% more funds holding

Funds holding: 702703 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

7% less capital invested

Capital invested by funds: $7.56B → $7.06B (-$497M)

7.66% less ownership

Funds ownership: 105.45%97.79% (-7.7%)

Holders
703
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
123
Increased
243
Reduced
186
Closed
112
Calls
$2.67B
Puts
$2.59B
Net Calls
+$79M
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Change in
Stake
X
376
Xponance
Pennsylvania
$547K
TCOV
377
Trust Company of Vermont
Vermont
$545K
SCA
378
Snowden Capital Advisors
New York
$542K +$159K +1,721 +40%
LA
379
Latitude Advisors
Florida
$540K +$152K +1,651 +38%
ACM
380
Antonetti Capital Management
Florida
$537K +$19.8K +214 +4%
IP
381
Investment Partners
Ohio
$533K -$15.2K -165 -3%
PIMG
382
Patriot Investment Management Group
Tennessee
$533K +$38.3K +415 +8%
OA
383
Oxbow Advisors
Texas
$526K +$217K +2,350 +67%
PA
384
PFG Advisors
Arizona
$524K +$27.2K +295 +5%
IFWM
385
Institute for Wealth Management
Colorado
$520K +$534K +5,781 New
IC
386
IEQ Capital
California
$509K
OCM
387
Ovata Capital Management
Hong Kong
$497K +$510K +5,525 New
MCM
388
Maryland Capital Management
Maryland
$491K +$4.16K +45 +0.8%
Luther King Capital Management (LKCM)
389
Luther King Capital Management (LKCM)
Texas
$481K
CCG
390
Coastwise Capital Group
California
$481K +$494K +5,349 New
LNC
391
Lincoln National Corp
Pennsylvania
$480K +$180K +1,946 +57%
WCM
392
Washington Capital Management
Washington
$480K +$493K +5,335 New
MFG
393
Merit Financial Group
Georgia
$476K -$3.4M -36,836 -87%
RJT
394
Raymond James Trust
Florida
$467K -$149K -1,609 -24%
WPW
395
Waldron Private Wealth
Pennsylvania
$458K +$471K +5,096 New
PCFFS
396
Pacific Center for Financial Services
California
$457K -$62.9K -681 -12%
FSA
397
Financial Sense Advisors
California
$457K +$49K +531 +12%
MBT
398
Montecito Bank & Trust
California
$455K -$108K -1,165 -19%
ECM
399
Evergreen Capital Management
Washington
$455K
Wealthfront Advisers
400
Wealthfront Advisers
California
$454K +$222K +2,409 +91%

XBI Hedge Fund Activity: Q1 2022 in Review

703 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2022, worth a combined $7.06B — down 6.6% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new XBI positions and 112 closed out — a net gain of 11 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $638M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $419M.

  • 703 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2022, up from 702 in Q4 2021.
  • Funds reported $7.06B of State Street SPDR S&P Biotech ETF stock for Q1 2022, down 6.6% quarter-over-quarter.
  • 123 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2022 and 112 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2022 was Morgan Stanley, an estimated $638M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2022.