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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
RVM
426
Robinson Value Management
Texas
$338K +$308K +2,401 New
Toronto Dominion Bank
427
Toronto Dominion Bank
Ontario, Canada
$336K -$341K -2,660 -53%
PWP
428
Principle Wealth Partners
Connecticut
$333K +$16K +125 +6%
MFA
429
Mayflower Financial Advisors
Massachusetts
$333K +$303K +2,365 New
LJAC
430
L.J. Altfest & Co
New York
$331K
SA
431
Sicart Associates
New York
$331K
AIM
432
Aspen Investment Management
Michigan
$331K +$301K +2,351 New
CFS
433
CRA Financial Services
New Jersey
$329K +$44.6K +348 +18%
FNBT
434
FineMark National Bank & Trust
Florida
$327K +$298K +2,325 New
CCM
435
Chiron Capital Management
Florida
$325K -$215K -1,680 -42%
FC
436
Ferris Capital
Massachusetts
$325K +$295K +2,305 New
AS
437
Altshuler Shaham
Israel
$321K
DIA
438
Dana Investment Advisors
Wisconsin
$320K -$124K -967 -30%
HPC
439
HM Payson & Co
Maine
$318K
RVPG
440
Relative Value Partners Group
$317K -$5.12K -40 -2%
GPFA
441
Game Plan Financial Advisors
Ohio
$317K +$288K +2,250 New
RIA
442
Regal Investment Advisors
Michigan
$317K +$288K +2,250 New
CPIA
443
Cornell Pochily Investment Advisors
New York
$316K +$287K +2,244 New
SS
444
Sunbelt Securities
Texas
$315K -$153K -1,197 -35%
KIA
445
KCM Investment Advisors
California
$313K
BMC
446
Beaton Management Company
Massachusetts
$308K -$7.68K -60 -3%
PP
447
Professional Planning
California
$308K +$280K +2,188 New
CBFP
448
Cedar Brook Financial Partners
Ohio
$307K +$279K +2,178 New
HSA
449
HBK Sorce Advisory
Pennsylvania
$306K +$12.8K +100 +5%
SCG
450
Sonata Capital Group
Washington
$296K

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.