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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$15.9M -$1.46M -17,190 -9%
HighTower Advisors
27
HighTower Advisors
Illinois
$15.4M -$42.5K -499 -0.3%
EVM
28
Eaton Vance Management
Massachusetts
$14.6M +$4.26M +50,111 +45%
MIFH
29
Migdal Insurance & Financial Holdings
Israel
$14.6M -$6.15M -72,240 -31%
JCM
30
Janney Capital Management
Pennsylvania
$14.3M +$13.4M +157,909 New
MM
31
Main Management
California
$14.2M +$173K +2,029 +1%
WAM
32
Weatherly Asset Management
California
$14.1M +$462K +5,433 +4%
AFA
33
American Financial Advisors
Georgia
$14M -$2.14M -25,184 -14%
Ameriprise
34
Ameriprise
Minnesota
$13M +$1.64M +19,248 +15%
TAM
35
Tocqueville Asset Management
New York
$12.3M -$1.14M -13,390 -9%
AI
36
Atom Investors
Texas
$11.7M +$11M +128,914 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$528K +6,205 +5%
HCMNY
38
Howard Capital Management (New York)
New York
$11.5M +$3.8M +44,611 +54%
American Century Companies
39
American Century Companies
Missouri
$11.4M
HSBC Holdings
40
HSBC Holdings
United Kingdom
$11.2M -$20M -235,144 -65%
Parallax Volatility Advisers
41
Parallax Volatility Advisers
California
$11M -$14.4M -168,995 -58%
KB
42
Kimelman & Baird
New York
$10.9M -$1.62M -19,100 -14%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$10.8M +$2.01M +23,570 +25%
FMLI
44
Fukoku Mutual Life Insurance
Japan
$10.8M
MIG
45
McGuire Investment Group
Rhode Island
$10.7M -$73.2K -860 -0.7%
CGA
46
Crescent Grove Advisors
Illinois
$10.6M +$1.1M +12,878 +12%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$10.5M +$522K +6,136 +6%
SFS
48
Strategic Financial Services
New York
$10M +$5.17M +60,797 +122%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$9.4M -$304K -3,573 -3%
TCM
50
Tygh Capital Management
Oregon
$9.27M +$3.39M +39,847 +64%

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.