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State Street SPDR S&P Biotech ETF

703 hedge funds and large institutions have $7.06B invested in State Street SPDR S&P Biotech ETF in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

10% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 112

3% more call options, than puts

Call options by funds: $2.67B | Put options by funds: $2.59B

0% more funds holding

Funds holding: 702703 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

7% less capital invested

Capital invested by funds: $7.56B → $7.06B (-$497M)

7.66% less ownership

Funds ownership: 105.45%97.79% (-7.7%)

Holders
703
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
123
Increased
243
Reduced
186
Closed
112
Calls
$2.67B
Puts
$2.59B
Net Calls
+$79M
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
476
Diligent Investors
California
$283K +$290K +3,143 New
APWA
477
Atlas Private Wealth Advisors
New Jersey
$282K -$4.71K -51 -2%
ECG
478
Edge Capital Group
Georgia
$282K
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$281K -$75.9K -822 -21%
BCM
480
Blume Capital Management
California
$281K -$4.62K -50 -2%
WP
481
WMS Partners
Maryland
$281K +$104K +1,125 +56%
FAP
482
Financial Advisory Partners
Florida
$281K
EL
483
EMFO LLC
Florida
$279K +$286K +3,100 New
AWA
484
Amplius Wealth Advisors
Pennsylvania
$278K -$2.22K -24 -0.8%
ACM
485
Advisors Capital Management
New Jersey
$277K +$67.6K +732 +31%
LJAC
486
L.J. Altfest & Co
New York
$276K +$70.4K +762 +33%
DIM
487
Delta Investment Management
California
$275K
PMG
488
ProVise Management Group
Florida
$274K -$46.2K -500 -14%
FWP
489
Firethorn Wealth Partners
Georgia
$273K +$280K +3,034 New
AWM
490
AE Wealth Management
Kansas
$272K -$302K -3,274 -52%
SI
491
Shaker Investments
Ohio
$272K -$276K -2,986 -50%
GWM
492
Geneos Wealth Management
Colorado
$272K -$254K -2,750 -48%
FA
493
Fortis Advisors
Pennsylvania
$270K +$277K +3,000 New
CIS
494
Continental Investors Services
Washington
$261K
SIC
495
Sterling Investment Counsel
New York
$261K +$268K +2,905 New
SDH
496
Sloy Dahl & Holst
Washington
$255K +$262K +2,839 New
HWM
497
HighMark Wealth Management
Minnesota
$253K
NLG
498
New Legacy Group
New York
$252K -$249K -2,700 -49%
MWM
499
Modera Wealth Management
New Jersey
$252K
ST
500
Spinnaker Trust
Maine
$252K

XBI Hedge Fund Activity: Q1 2022 in Review

703 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2022, worth a combined $7.06B — down 6.6% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new XBI positions and 112 closed out — a net gain of 11 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $638M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $419M.

  • 703 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2022, up from 702 in Q4 2021.
  • Funds reported $7.06B of State Street SPDR S&P Biotech ETF stock for Q1 2022, down 6.6% quarter-over-quarter.
  • 123 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2022 and 112 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2022 was Morgan Stanley, an estimated $638M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2022.