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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
SI
176
Stephens Inc
Arkansas
$1.08M +$153K +1,800 +18%
WS
177
Wedbush Securities
California
$1.07M +$664K +7,810 +197%
EWA
178
Exencial Wealth Advisors
Oklahoma
$1.06M -$196K -2,304 -16%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$1.06M -$575K -6,760 -37%
MIAN
180
Mariner Independent Advisor Network
Kansas
$1.06M -$53.8K -632 -5%
BCA
181
Bray Capital Advisors
Florida
$1.03M +$72.3K +850 +8%
GWM
182
Greenwich Wealth Management
Connecticut
$1.01M -$15.1K -177 -2%
SB
183
Suntrust Banks
Georgia
$999K -$29.9K -351 -3%
SFP
184
Shepherd Financial Partners
Massachusetts
$984K +$30K +353 +3%
UAS
185
United Asset Strategies
New York
$963K -$5.96K -70 -0.7%
TRAM
186
Tuscan Ridge Asset Management
Illinois
$928K +$872K +10,246 New
WP
187
WealthPLAN Partners
Nebraska
$909K -$21.9K -257 -2%
PP
188
Patten & Patten
Tennessee
$883K -$20K -235 -2%
PA
189
Parallel Advisors
California
$880K -$12.8K -150 -2%
BSG
190
Black Swift Group
Colorado
$878K +$825K +9,700 New
ATC
191
Argent Trust Co
Tennessee
$875K
TA
192
Tiedemann Advisors
New York
$870K
FAM
193
Fenimore Asset Management
New York
$819K
NDSI
194
Newman Dignan & Sheerar Inc
Rhode Island
$818K
LFAS
195
Level Four Advisory Services
Texas
$813K +$153K +1,796 +25%
BOTW
196
Bank of the West
California
$786K
Fiera Capital (Canada)
197
Fiera Capital (Canada)
Quebec, Canada
$780K +$306K +3,596 +72%
SRC
198
Shufro Rose & Co
New York
$761K
GWM
199
Geneos Wealth Management
Colorado
$758K +$95.6K +1,124 +16%
Brown Advisory
200
Brown Advisory
Maryland
$747K

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.