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State Street SPDR S&P Capital Markets ETF

46 hedge funds and large institutions have $138M invested in State Street SPDR S&P Capital Markets ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $443K | Put options by funds: $239K

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

13% more capital invested

Capital invested by funds: $122M → $138M (+$16.1M)

0.53% more ownership

Funds ownership: 82.44%82.97% (+0.53%)

6% less funds holding

Funds holding: 4946 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
10
Closed
8
Calls
$443K
Puts
$239K
Net Calls
+$204K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$209K +$212K +3,561 +20,947%
MOS
27
MGO One Seven
Ohio
$69K
AG
28
Advisor Group
Arizona
$66K +$24.2K +406 +56%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$62K -$16.4K -275 -21%
IA
30
IFP Advisors
Florida
$28K
BC
31
Bartlett & Co
Ohio
$16K +$15.9K +267 New
William Blair & Company
32
William Blair & Company
Illinois
$16K +$16.1K +270 New
BCWM
33
Bartlett & Co Wealth Management
Ohio
$15.6K +$15.9K +267 New
SWP
34
Stratos Wealth Partners
Ohio
$15K -$2.2K -37 -12%
Simplex Trading
35
Simplex Trading
Illinois
$13K -$2.98K -50 -18%
CIM
36
Contravisory Investment Management
Massachusetts
$10K
HI
37
Hudock Inc
Pennsylvania
$10K
AWMS
38
Advocacy Wealth Management Services
Georgia
$9K
RFC
39
Regions Financial Corp
Alabama
$6K
Barclays
40
Barclays
United Kingdom
$5K
GWM
41
Geneos Wealth Management
Colorado
$5K
PA
42
Parallel Advisors
California
$3K
VFA
43
Valeo Financial Advisors
Indiana
$3K +$2.74K +46 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K
Citigroup
45
Citigroup
New York
$1K
Baird Financial Group
46
Baird Financial Group
Wisconsin
-$1.87M -32,226 Closed
JG
47
Jefferies Group
New York
-$1.55M -26,818 Closed
Fisher Asset Management
48
Fisher Asset Management
Washington
-$289K -4,987 Closed
LPL Financial
49
LPL Financial
California
-$264K -4,555 Closed
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
-$225K -3,888 Closed

KCE Hedge Fund Activity: Q1 2018 in Review

46 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q1 2018, worth a combined $138M — up 13% from $122M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KCE and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.

The largest buyer was Janney Capital Management, adding an estimated $11.9M. The largest seller was RiverFront Investment Group, cutting an estimated $2.44M.

  • 46 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q1 2018, down from 49 in Q4 2017.
  • Funds reported $138M of State Street SPDR S&P Capital Markets ETF stock for Q1 2018, up 13% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q1 2018 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q1 2018 was Janney Capital Management, an estimated $11.9M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q1 2018 was RiverFront Investment Group, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2018.