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State Street SPDR S&P Pharmaceuticals ETF

75 hedge funds and large institutions have $224M invested in State Street SPDR S&P Pharmaceuticals ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

25% more funds holding

Funds holding: 6075 (+15)

10% more capital invested

Capital invested by funds: $204M → $224M (+$19.6M)

13.29% less ownership

Funds ownership: 110.25%96.97% (-13%)

63% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 27

Holders
75
Holders Change
+15
Holders Change %
+25%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
10
Reduced
27
Closed
5
Calls
$3.94M
Puts
Net Calls
+$3.94M
Net Calls Change
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
MYCIO Wealth Partners
Pennsylvania
$46K +$79 +2 +0.2%
FNBOSM
52
First National Bank of South Miami
Florida
$38K
IFWM
53
Institute for Wealth Management
Colorado
$34K +$29.4K +741 New
ASN
54
Advisory Services Network
Georgia
$32K
CAAS
55
Capital Asset Advisory Services
Michigan
$31K +$26K +656 New
EFSCE
56
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
RIA
57
Realta Investment Advisors
Delaware
$25K -$3.96K -100 -14%
William Blair & Company
58
William Blair & Company
Illinois
$24K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$13K -$6.9K -174 -38%
1IA
60
1834 Investment Advisors
Wisconsin
$12K +$10.1K +256 New
WQ
61
Wealth Quarterback
New Jersey
$10.1K +$8.76K +221 New
CG
62
Cutler Group
California
$9K
WT
63
Whittier Trust
California
$8K +$6.54K +165 New
CFGS
64
Concourse Financial Group Securities
Alabama
$8K +$6.62K +167 New
AF
65
Allworth Financial
California
$7K
NFG
66
Next Financial Group
Texas
$7K
JP Morgan Chase
67
JP Morgan Chase
New York
$6K -$44.6M -1,126,369 -100%
FMII
68
Farmers & Merchants Investments Inc
Nebraska
$6K
BCI
69
Brinker Capital Investments
Pennsylvania
$5K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.78K +45 +82%
IWP
71
IAG Wealth Partners
Wisconsin
$5K +$3.96K +100 New
ACA
72
Aptus Capital Advisors
Alabama
$4K
CI
73
CX Institutional
Indiana
$4K
GWM
74
Geneos Wealth Management
Colorado
$4K
FRA
75
Front Row Advisors
California
$2K