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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
MSAM
776
Moloney Securities Asset Management
Missouri
-$240K -2,146 Closed
CA
777
CoreCap Advisors
Michigan
-$238K -2,126 Closed
CWM
778
Cordatus Wealth Management
Pennsylvania
-$232K -2,072 Closed
QPW
779
Quantum Private Wealth
Florida
-$223K -2,000 Closed
RSWM
780
Robertson Stephens Wealth Management
California
-$223K -2,000 Closed
OIA
781
OneDigital Investment Advisors
Kansas
-$223K -1,993 Closed
CFS
782
CRA Financial Services
New Jersey
-$222K -1,982 Closed
HWM
783
HB Wealth Management
Georgia
-$221K -1,973 Closed
CWM
784
CCG Wealth Management
California
-$208K -1,854 Closed
RVPG
785
Relative Value Partners Group
-$205K -1,831 Closed
AAM
786
Aureus Asset Management
Massachusetts
-$204K -1,820 Closed
Optiver Holding
787
Optiver Holding
Netherlands
-$125K -1,060 Closed
CWS
788
Confluence Wealth Services
Pennsylvania
-$118K -1,054 Closed
PMFA
789
Plante Moran Financial Advisors
Michigan
-$109K -977 Closed
BCPWM
790
Bradley & Co Private Wealth Management
Florida
-$97K -867 Closed
OFG
791
Oxford Financial Group
Indiana
-$71.6K -775 -100%
KCM
792
KRS Capital Management
Michigan
-$62K -560 Closed
CB
793
Community Bank
New York
-$56K -497 Closed
SFM
794
Signet Financial Management
New Jersey
-$48K -425 Closed
DSC
795
Duncker Streett & Co
Missouri
-$34K -301 Closed
CH
796
Canton Hathaway
Rhode Island
-$34K -300 Closed
CF
797
Concorde Financial
Texas
-$33K -300 Closed
EWM
798
EPG Wealth Management
Georgia
-$29K -261 Closed
AIM
799
Axiom Investment Management
New York
-$25K -225 Closed
AIC
800
Archer Investment Corporation
Indiana
-$22.7K -203 Closed

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.