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State Street SPDR S&P Biotech ETF

474 hedge funds and large institutions have $6.3B invested in State Street SPDR S&P Biotech ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 406474 (+68)

16% more capital invested

Capital invested by funds: $5.44B → $6.3B (+$855M)

7.48% less ownership

Funds ownership: 148.18%140.7% (-7.5%)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

72% less call options, than puts

Call options by funds: $882M | Put options by funds: $3.12B

Holders
474
Holders Change
+68
Holders Change %
+16.75%
% of All Funds
9.34%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
110
Increased
122
Reduced
157
Closed
35
Calls
$882M
Puts
$3.12B
Net Calls
-$2.24B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Scotia Capital
Ontario, Canada
$1.54M -$15.9K -184 -1%
FA
152
Financial Advantage
Maryland
$1.51M -$1.38K -16 -0.1%
WAM
153
Wolverine Asset Management
Illinois
$1.48M -$510K -5,900 -27%
MCM
154
Murphy Capital Management
New Jersey
$1.42M -$67.5K -780 -5%
AIP
155
Ameritas Investment Partners
Nebraska
$1.4M -$277K -3,200 -18%
BAAM
156
Baker Avenue Asset Management
California
$1.34M -$426K -4,926 -26%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$1.32M -$167K -1,926 -12%
EWM
158
Edge Wealth Management
New York
$1.3M -$19.4K -224 -2%
WCM
159
Windham Capital Management
Massachusetts
$1.28M
SWP
160
Stratos Wealth Partners
Ohio
$1.28M -$94.9K -1,097 -8%
DIP
161
DT Investment Partners
Pennsylvania
$1.28M +$1.16M +13,411 New
LWAC
162
Laurel Wealth Advisors (California)
California
$1.27M -$86.5K -1,000 -7%
CAG
163
Crestwood Advisors Group
Massachusetts
$1.27M +$30.3K +350 +3%
IP
164
Intellectus Partners
California
$1.23M +$48.4K +559 +5%
MFG
165
Merit Financial Group
Georgia
$1.23M -$19.5K -225 -2%
SIC
166
Salem Investment Counselors
North Carolina
$1.22M -$9.08K -105 -0.8%
LFAS
167
Level Four Advisory Services
Texas
$1.21M +$951 +11 +0.1%
M
168
MOTCO
Texas
$1.21M
AWCI
169
Alpine Woods Capital Investors
New York
$1.17M -$432K -5,000 -29%
NSLI
170
Nan Shan Life Insurance
Taiwan
$1.17M -$264K -3,051 -20%
AHC
171
Adell Harriman & Carpenter
Texas
$1.16M +$202K +2,338 +24%
OCM
172
Orser Capital Management
Texas
$1.16M +$742K +8,580 +235%
TW
173
TrinityPoint Wealth
Connecticut
$1.16M -$43.3K -500 -4%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$1.15M -$585K -6,760 -36%
BPCE
175
Bank Pictet & Cie (Europe)
Germany
$1.14M -$86.5K -1,000 -8%