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State Street SPDR S&P Pharmaceuticals ETF

72 hedge funds and large institutions have $287M invested in State Street SPDR S&P Pharmaceuticals ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

12% more capital invested

Capital invested by funds: $256M → $287M (+$30.3M)

11% more funds holding

Funds holding: 6572 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.49% less ownership

Funds ownership: 72.41%63.93% (-8.5%)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
25
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Altavista Wealth Management
North Carolina
$276K -$77.9K -1,650 -22%
CC
52
Columbia Capital
California
$275K
OC
53
Oppenheimer & Co
New York
$235K -$2.83K -60 -1%
CWM
54
Concert Wealth Management
California
$229K -$295K -6,252 -56%
Ameriprise
55
Ameriprise
Minnesota
$193K +$101K +2,130 +106%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$170K
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$111K +$28.2K +598 +34%
DA
58
Dunvegan Associates
California
$92K +$93.2K +1,974 New
JAM
59
Jolley Asset Management
North Carolina
$75K
Creative Planning
60
Creative Planning
Kansas
$73K +$52.5K +1,112 +247%
US Bancorp
61
US Bancorp
Minnesota
$70K
RIA
62
Regal Investment Advisors
Michigan
$67K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$66K -$12.6K -266 -16%
PSC
64
Prentiss Smith & Co
Vermont
$56K +$56.7K +1,200 New
Deutsche Bank
65
Deutsche Bank
Germany
$54K
WRM
66
Westport Resources Management
Connecticut
$51K
HI
67
Hudock Inc
Pennsylvania
$42K
OIA
68
Optimum Investment Advisors
Illinois
$28K +$28.3K +600 New
NES
69
New England Securities
New York
$14K +$4.34K +92 +46%
SFSIG
70
San Francisco Sentry Investment Group
California
$5K
PTC
71
Private Trust Company
Ohio
$3K
TFA
72
Transamerica Financial Advisors
Florida
$1K +$94 +2 New
PAG
73
Private Advisor Group
New Jersey
-$2.83M -64,436 Closed
DS
74
DRW Securities
Illinois
-$1.2M -27,200 Closed
VCAM
75
Valentine Capital Asset Management
California
-$614K -13,970 Closed