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State Street SPDR S&P Biotech ETF

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: 1117 (+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: 554654 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
401
HCR Wealth Advisors
California
$401K
WVP
402
Worth Venture Partners
New Jersey
$398K -$294K -2,297 -45%
CAM
403
Covenant Asset Management
New Jersey
$398K
ST
404
Spinnaker Trust
Maine
$397K
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$396K +$45.7K +357 +15%
BCM
406
Blume Capital Management
California
$381K -$38.4K -300 -10%
US Bancorp
407
US Bancorp
Minnesota
$379K
BCM
408
Breiter Capital Management
Florida
$377K
RWA
409
Ropes Wealth Advisors
Massachusetts
$377K +$126K +983 +58%
KeyBank National Association
410
KeyBank National Association
Ohio
$375K
FAIM
411
Financial Advocates Investment Management
Washington
$368K +$574K +4,485 New
GFP
412
Gryphon Financial Partners
Ohio
$367K +$2.56K +20 +0.8%
WAAG
413
Wealth Alliance Advisory Group
Kansas
$366K -$14.7K -115 -4%
MWM
414
Modera Wealth Management
New Jersey
$366K +$2.82K +22 +0.9%
QTM
415
qPULA Trading Management
New York
$366K +$333K +2,600 New
CWA
416
Clarus Wealth Advisors
Arizona
$361K +$312K +2,436 New
KFP
417
KMG Fiduciary Partners
Ohio
$359K -$17K -133 -5%
MSAM
418
Moloney Securities Asset Management
Missouri
$358K -$278K -2,173 -46%
MIM
419
Macroview Investment Management
Maryland
$356K +$128 +1 +0%
MPW
420
Monterey Private Wealth
California
$350K
HWM
421
Howard Wealth Management
Connecticut
$348K +$1.92K +15 +0.6%
CFD
422
Creative Financial Designs
Indiana
$347K +$109K +853 +53%
AIP
423
Almanack Investment Partners
Pennsylvania
$346K +$8.2K +64 +3%
PCA
424
Personal Capital Advisors
California
$345K -$36.1K -282 -10%
DC
425
DeDora Capital
California
$338K +$1.54K +12 +0.5%

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.