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State Street SPDR S&P Pharmaceuticals ETF

80 hedge funds and large institutions have $143M invested in State Street SPDR S&P Pharmaceuticals ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $105M → $143M (+$38.6M)

11% more funds holding

Funds holding: 7280 (+8)

3.65% more ownership

Funds ownership: 47.58%51.23% (+3.7%)

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
26
Closed
5
Calls
$2.29M
Puts
Net Calls
+$2.29M
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$32.5M +$5.73M +119,789 +24%
Morgan Stanley
2
Morgan Stanley
New York
$25.9M +$3.97M +83,054 +20%
JP Morgan Chase
3
JP Morgan Chase
New York
$15.5M -$1.38M -28,942 -9%
FMI
4
Factory Mutual Insurance
Massachusetts
$10.9M +$10M +210,000 New
Bank of America
5
Bank of America
North Carolina
$9.18M -$565K -11,805 -6%
WBG
6
Wharton Business Group
Pennsylvania
$4.39M -$1.36M -28,350 -25%
LPL Financial
7
LPL Financial
California
$4.2M +$424K +8,869 +12%
HCIA
8
Hochman Cole Investment Advisors
Illinois
$2.9M -$63.4K -1,326 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.61M -$50.4K -1,053 -2%
FCBT
10
First Citizens Bank & Trust
North Carolina
$2.54M -$41.2K -862 -2%
Wells Fargo
11
Wells Fargo
California
$2.48M -$1.06M -22,155 -32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.2M -$26.1K -546 -1%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$2.17M +$881K +18,427 +84%
CS
14
Credit Suisse
Switzerland
$1.84M +$513K +10,730 +44%
IWM
15
IHT Wealth Management
Illinois
$1.72M +$111K +2,317 +12%
Ameriprise
16
Ameriprise
Minnesota
$1.61M -$672K -14,047 -31%
UBS Group
17
UBS Group
Switzerland
$1.56M -$55K -1,150 -4%
KAS
18
Kestra Advisory Services
Texas
$1.54M +$1.43M +29,864 New
PAG
19
Private Advisor Group
New Jersey
$1.44M +$1.32M +27,577 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.34M -$511K -10,688 -29%
Stifel Financial
21
Stifel Financial
Missouri
$1.27M +$18K +376 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.27M -$343K -7,181 -23%
CF
23
Centaurus Financial
California
$1.25M +$1.04M +21,716 +922%
LWM
24
Lionsbridge Wealth Management
Florida
$1.17M +$42.4K +887 +4%
Truist Financial
25
Truist Financial
North Carolina
$1.09M -$329K -6,881 -25%