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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
CI
176
CX Institutional
Indiana
$1.14M
SCM
177
Shelton Capital Management
Colorado
$1.14M +$1.04M +12,000 New
NAMP
178
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.13M -$30.3K -350 -3%
UAS
179
United Asset Strategies
New York
$1.12M +$83K +960 +9%
EWA
180
Exencial Wealth Advisors
Oklahoma
$1.11M
AC
181
Alexandria Capital
Virginia
$1.11M +$188K +2,171 +23%
GWM
182
Greenwich Wealth Management
Connecticut
$1.11M -$22K -254 -2%
William Blair & Company
183
William Blair & Company
Illinois
$1.1M -$292K -3,373 -23%
VIM
184
Vista Investment Management
Pennsylvania
$1.1M +$37.5K +434 +4%
SFP
185
Shepherd Financial Partners
Massachusetts
$1.09M +$48.1K +556 +5%
BCA
186
Bray Capital Advisors
Florida
$1.08M
SI
187
Stephens Inc
Arkansas
$1.07M +$4.33K +50 +0.4%
TCOV
188
Trust Company of Vermont
Vermont
$1.06M +$26.3K +304 +3%
WP
189
WealthPLAN Partners
Nebraska
$1.06M +$3.46K +40 +0.4%
PA
190
Pinnacle Associates
New York
$1.05M +$142K +1,636 +17%
BCM
191
Barometer Capital Management
Ontario, Canada
$1.04M +$943K +10,900 New
BRWA
192
B. Riley Wealth Advisors
Florida
$1.02M -$13.7K -158 -1%
MCM
193
MAI Capital Management
Ohio
$988K -$231K -2,665 -20%
PA
194
Parallel Advisors
California
$987K +$17.1K +198 +2%
WS
195
Wedbush Securities
California
$981K -$18.1K -209 -2%
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
$957K -$119K -1,370 -12%
AF
197
Alerus Financial
North Dakota
$940K +$10.4K +120 +1%
ECM
198
Evergreen Capital Management
Washington
$932K
WG
199
Watchman Group
Texas
$924K +$841K +9,720 New
ATC
200
Argent Trust Co
Tennessee
$918K