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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
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$20K -$1.79K -21 -9%
AOWM
402
Alpha Omega Wealth Management
Virginia
$20K +$19.1K +225 New
IF
403
Ironwood Financial
Arizona
$19K
OC
404
Oakworth Capital
Alabama
$19K
AssetMark Inc
405
AssetMark Inc
California
$18K
FC
406
Ferris Capital
Massachusetts
$18K
FHB
407
First Hawaiian Bank
Hawaii
$18K
YWP
408
YorkBridge Wealth Partners
New York
$18K
FANJ
409
Financial Architects (New Jersey)
New Jersey
$18K +$4.25K +50 +33%
EWM
410
Executive Wealth Management
Michigan
$17K -$851 -10 -5%
SAM
411
Strategy Asset Managers
California
$17K +$15.7K +185 New
AIM
412
Advantage Investment Management
Iowa
$16K -$25.9K -304 -63%
AP
413
Advisors Preferred
Maryland
$16K +$15.1K +178 New
CFS
414
Ceros Financial Services
Maryland
$16K +$15.1K +178 New
AF
415
Allworth Financial
California
$15K
TF
416
Tompkins Financial
New York
$15K +$14.5K +170 New
DWM
417
Destination Wealth Management
California
$14K
IWA
418
Intercontinental Wealth Advisors
Texas
$14K
LC
419
Lindbrook Capital
California
$14K
NSIM
420
North Star Investment Management
Illinois
$14K
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$14K +$5.27K +62 +69%
AF
422
Advisornet Financial
Minnesota
$13K
CFA
423
Carroll Financial Associates
North Carolina
$12K -$8.51K -100 -41%
BAM
424
Bruderman Asset Management
New York
$11K
SWP
425
Strategic Wealth Partners
Ohio
$11K +$10.4K +122 New

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.