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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
TAM
426
Tiverton Asset Management
Delaware
$10K +$9.78K +115 New
WCG
427
Weaver Consulting Group
California
$10K +$10.5K +124 New
CTC
428
Central Trust Company
Missouri
$9K -$2.98K -35 -26%
WEC
429
Winslow Evans & Crocker
Massachusetts
$8K
IFAM
430
Institutional & Family Asset Management
Colorado
$8K +$7.66K +90 New
PGWM
431
Parisi Gray Wealth Management
New Jersey
$7K
PCP
432
Proficio Capital Partners
Massachusetts
$7K +$6.13K +72 New
LPWM
433
Lake Point Wealth Management
Texas
$6K
ONST
434
Old North State Trust
North Carolina
$6K
GTAM
435
Global Trust Asset Management
Florida
$5K
AWM
436
Avior Wealth Management
Nebraska
$4K -$103K -1,206 -96%
MCM
437
Manchester Capital Management
Vermont
$4K -$3.4K -40 -50%
CA
438
Crewe Advisors
Utah
$3K
MIM
439
Macroview Investment Management
Maryland
$3K
FCM
440
Flinton Capital Management
Pennsylvania
$3K +$2.89K +34 New
AIM
441
Anchor Investment Management
South Carolina
$2.26K
GWMIA
442
Global Wealth Management Investment Advisory
Florida
$2K
NA
443
Neuburgh Advisers
California
$2K +$1.87K +22 New
LWA
444
Lowe Wealth Advisors
Maryland
$2K +$2.38K +28 New
TAM
445
Tyers Asset Management
Texas
$2K +$2.38K +28 New
WA
446
WP Advisors
California
$1.18K +$111K +1,300 New
PFGIA
447
Patriot Financial Group Insurance Agency
Massachusetts
$1K
FGAM
448
Financial Gravity Asset Management
Texas
$1K +$936 +11 New
MCIM
449
Meadow Creek Investment Management
Georgia
$1K +$1.36K +16 New
JPLA
450
Joseph P. Lucia & Associates
New York
$390 +$3.09M +36,336 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.