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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
BHWM
501
Bar Harbor Wealth Management
New Hampshire
$224K +$204K +1,590 New
WEC
502
Winslow Evans & Crocker
Massachusetts
$224K +$204K +1,593 New
MSFS
503
Main Street Financial Solutions
Pennsylvania
$221K +$201K +1,570 New
PO
504
Private Ocean
California
$220K
RM
505
Resource Management
Louisiana
$220K +$200K +1,560 New
Financial Engines Advisors
506
Financial Engines Advisors
California
$218K +$198K +1,545 New
Chevy Chase Trust
507
Chevy Chase Trust
Maryland
$218K +$199K +1,550 New
AF
508
Arrow Financial
New York
$217K
CFG
509
Cooper Financial Group
California
$216K +$196K +1,532 New
UFA
510
US Financial Advisors
Massachusetts
$216K +$197K +1,537 New
TNA
511
True North Advisors
Texas
$215K +$196K +1,530 New
MAM
512
MMA Asset Management
Pennsylvania
$214K +$194K +1,518 New
CT
513
Caldwell Trust
Florida
$214K
GG
514
Gofen & Glossberg
Illinois
$213K +$193K +1,510 New
SDWMA
515
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K -$94.1K -735 -33%
BWM
516
BigSur Wealth Management
Florida
$211K
LA
517
Latitude Advisors
Florida
$210K +$191K +1,495 New
NFG
518
Nations Financial Group
Iowa
$209K +$190K +1,484 New
JHCP
519
Jackson Hole Capital Partners
Oklahoma
$203K
Fisher Asset Management
520
Fisher Asset Management
Washington
$202K +$184K +1,435 New
EWA
521
EP Wealth Advisors
California
$192K +$174K +1,361 New
ASBI
522
American State Bank (Iowa)
Iowa
$185K +$168K +1,312 New
Franklin Resources
523
Franklin Resources
California
$184K +$61.5K +480 +58%
WWM
524
Wolff Wiese Magana
California
$184K +$167K +1,305 New
CF
525
Centaurus Financial
California
$176K +$160K +1,251 New

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.