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State Street SPDR S&P Biotech ETF

451 hedge funds and large institutions have $6.32B invested in State Street SPDR S&P Biotech ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

43% more capital invested

Capital invested by funds: $4.42B → $6.32B (+$1.91B)

30.19% more ownership

Funds ownership: 114.54%144.73% (+30%)

6% more funds holding

Funds holding: 427451 (+24)

7% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 130

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

57% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.64B

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
9.76%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
83
Increased
139
Reduced
130
Closed
52
Calls
$1.14B
Puts
$2.64B
Net Calls
-$1.5B
Net Calls Change
-$627M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$1.5M +$46.2K +543 +3%
WAM
152
Wolverine Asset Management
Illinois
$1.49M +$306K +3,600 +28%
GIM
153
Guild Investment Management
California
$1.49M +$1.4M +16,400 New
PAG
154
Pinnacle Advisory Group
Maryland
$1.48M +$57K +670 +4%
M&T Bank
155
M&T Bank
New York
$1.48M -$7.91K -93 -0.6%
MCM
156
MAI Capital Management
Ohio
$1.42M -$213K -2,507 -14%
GEA
157
Glen Eagle Advisors
New Jersey
$1.41M -$10.6K -125 -0.8%
NSLI
158
Nan Shan Life Insurance
Taiwan
$1.39M
EBT
159
Enterprise Bank & Trust
Massachusetts
$1.39M +$1.3M +15,309 New
FA
160
Financial Advantage
Maryland
$1.38M -$1.62K -19 -0.1%
PI
161
Parkside Investments
Illinois
$1.36M +$342K +4,015 +37%
LWAC
162
Laurel Wealth Advisors (California)
California
$1.35M -$146K -1,711 -10%
SFS
163
Sowell Financial Services
Arkansas
$1.34M +$64.8K +762 +5%
UCMOK
164
United Capital Management of KS
Kansas
$1.32M +$113K +1,329 +9%
SCA
165
Snowden Capital Advisors
New York
$1.3M +$315K +3,698 +35%
M
166
MOTCO
Texas
$1.29M -$16K -188 -1%
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$1.29M +$104K +1,220 +9%
CAG
168
Crestwood Advisors Group
Massachusetts
$1.28M -$106K -1,250 -8%
EWM
169
Edge Wealth Management
New York
$1.26M -$83.3K -979 -7%
WCM
170
Windham Capital Management
Massachusetts
$1.22M +$1.15M +13,500 New
FB
171
Fulton Bank
Pennsylvania
$1.17M
IP
172
Intellectus Partners
California
$1.14M +$1.08M +12,637 New
NAMP
173
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.13M -$82.9K -975 -7%
CI
174
CX Institutional
Indiana
$1.09M
BRWA
175
B. Riley Wealth Advisors
Florida
$1.08M -$39.9K -469 -4%

XBI Hedge Fund Activity: Q1 2019 in Review

451 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2019, worth a combined $6.32B — up 43% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XBI positions and 52 closed out — a net gain of 31 holders — while 139 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $371M. The largest seller was Wells Fargo, cutting an estimated $105M.

  • 451 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2019, up from 427 in Q4 2018.
  • Funds reported $6.32B of State Street SPDR S&P Biotech ETF stock for Q1 2019, up 43% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2019 was Morgan Stanley, an estimated $371M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2019 was Wells Fargo, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.