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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
CAGAS
551
Capital Advisory Group Advisory Services
Minnesota
$89K
GI
552
Gradient Investments
Minnesota
$89K
CCM
553
Covington Capital Management
California
$87K
BII
554
Bainco International Investors
Massachusetts
$85K +$76.8K +600 New
LB
555
Legacy Bridge
Iowa
$84K
MAM
556
McCarthy Asset Management
California
$84K +$76.5K +597 New
ASN
557
Advisory Services Network
Georgia
$83K -$1.02K -8 -1%
OSNBOA
558
Old Second National Bank of Aurora
Illinois
$82K
OPW
559
Oxler Private Wealth
New York
$79K +$72.4K +565 New
AF
560
Advisornet Financial
Minnesota
$78K +$37.3K +291 +110%
FF
561
FourThought Financial
Florida
$70K +$64K +500 New
FCH
562
Freestone Capital Holdings
Washington
$68.7K
VFA
563
Valeo Financial Advisors
Indiana
$66K +$32K +250 +116%
FMP
564
Financial Management Professionals
Texas
$65K -$2.56K -20 -4%
FNBOSM
565
First National Bank of South Miami
Florida
$65K
RG
566
Retirement Group
California
$61K -$40.5K -316 -42%
AWG
567
Altus Wealth Group
Colorado
$59K +$53.8K +420 New
COCM
568
Charter Oak Capital Management
New Hampshire
$56K +$51.1K +399 New
CCC
569
Crescent Capital Consulting
Louisiana
$56K +$51.2K +400 New
GWS
570
Glassman Wealth Services
Virginia
$54K
AAP
571
Arax Advisory Partners
Colorado
$54K +$128 +1 +0.3%
ACA
572
Atlas Capital Advisors
Wyoming
$52.1K +$47.4K +370 New
CHA
573
Carmichael Hill & Associates
Maryland
$52K
AWM
574
AllSquare Wealth Management
New York
$52K +$3.59K +28 +8%
CH
575
Canton Hathaway
Rhode Island
$49K

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.