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State Street SPDR S&P Biotech ETF

474 hedge funds and large institutions have $6.3B invested in State Street SPDR S&P Biotech ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 406474 (+68)

16% more capital invested

Capital invested by funds: $5.44B → $6.3B (+$855M)

7.48% less ownership

Funds ownership: 148.18%140.7% (-7.5%)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

72% less call options, than puts

Call options by funds: $882M | Put options by funds: $3.12B

Holders
474
Holders Change
+68
Holders Change %
+16.75%
% of All Funds
9.34%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
110
Increased
122
Reduced
157
Closed
35
Calls
$882M
Puts
$3.12B
Net Calls
-$2.24B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
426
FSA Wealth Management
Massachusetts
$22K +$19.6K +227 New
MCM
427
McMillion Capital Management
North Carolina
$21K
CAC
428
Certified Advisory Corp
Florida
$20K -$99K -1,145 -84%
IF
429
Ironwood Financial
Arizona
$20K
CWM
430
Cranbrook Wealth Management
Michigan
$19K -$13.7K -158 -44%
MF
431
Manchester Financial
California
$19K +$17.3K +200 New
TF
432
TimeScale Financial
Massachusetts
$17K -$4.15K -48 -21%
LC
433
Lindbrook Capital
California
$15K
IFWM
434
Institute for Wealth Management
Colorado
$15K +$13.8K +160 New
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$14K
NSIM
436
North Star Investment Management
Illinois
$14K
AF
437
Allworth Financial
California
$14K +$8.91K +103 +215%
AF
438
Advisornet Financial
Minnesota
$13K -$4.84K -56 -28%
CFA
439
Carroll Financial Associates
North Carolina
$13K
BB
440
Busey Bank
Illinois
$13K +$11.5K +133 New
IWA
441
Intercontinental Wealth Advisors
Texas
$12K -$1.82K -21 -14%
AWM
442
AllSquare Wealth Management
New York
$12K
CHA
443
Carmichael Hill & Associates
Maryland
$12K +$10.8K +125 New
DY
444
Dowling & Yahnke
California
$12K +$11.2K +129 New
HCA
445
Horan Capital Advisors
Ohio
$10K
WCG
446
Weaver Consulting Group
California
$10K
FA
447
Faithward Advisors
Pennsylvania
$10K +$8.65K +100 New
SFPG
448
Stonebridge Financial Planning Group
Florida
$10K +$8.65K +100 New
EWM
449
EPG Wealth Management
Georgia
$10K +$8.74K +101 New
AA
450
Ancora Advisors
Ohio
$9K +$8.22K +95 New