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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
CTC
576
Central Trust Company
Missouri
$49K +$44.8K +350 New
ADIM
577
Alpha DNA Investment Management
Maryland
$46K +$42.7K +333 New
HFA
578
Hoover Financial Advisors
Pennsylvania
$45K +$128 +1 +0.3%
PFGIA
579
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$38.4K +300 +1,500%
ICP
580
Interchange Capital Partners
Pennsylvania
$45K +$41.6K +325 New
TWA
581
TCI Wealth Advisors
Arizona
$44K
JFA
582
JNBA Financial Advisors
Minnesota
$43K
AWA
583
Arkadios Wealth Advisors
Georgia
$43K +$33.3K +260 +520%
CA
584
Clearstead Advisors
Ohio
$42K
HCM
585
Highlander Capital Management
New Jersey
$42K
RCA
586
Ranch Capital Advisors
Florida
$42K
DSC
587
Duncker Streett & Co
Missouri
$42K +$38.6K +301 New
PFBT
588
Parkside Financial Bank & Trust
Missouri
$39K
AA
589
Addison Advisors
Vermont
$39K +$35.9K +280 New
AWM
590
Accel Wealth Management
Iowa
$38K +$34.3K +268 New
KFI
591
Key Financial Inc
Pennsylvania
$37K +$33.9K +265 New
BDWM
592
Brewin Dolphin Wealth Management
Ireland
$35.6K
PWMG
593
Prestige Wealth Management Group
New Jersey
$34K +$1.15K +9 +4%
POIA
594
Pin Oak Investment Advisors
Texas
$33K +$10.9K +85 +57%
FWM
595
FSA Wealth Management
Massachusetts
$32K +$29.1K +227 New
EP
596
Eudaimonia Partners
Tennessee
$31K
MCM
597
McMillion Capital Management
North Carolina
$30K +$27.7K +216 New
LGWM
598
Litman Gregory Wealth Management
California
$29K +$26.3K +205 New
MF
599
Manchester Financial
California
$28K
RPWA
600
Regent Peak Wealth Advisors
Georgia
$27K +$24.2K +189 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.