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State Street SPDR S&P Capital Markets ETF

45 hedge funds and large institutions have $89.3M invested in State Street SPDR S&P Capital Markets ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $529K | Put options by funds: $309K

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4445 (+1)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2.15% less ownership

Funds ownership: 79.56%77.41% (-2.2%)

18% less capital invested

Capital invested by funds: $109M → $89.3M (-$19.2M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
13
Closed
5
Calls
$529K
Puts
$309K
Net Calls
+$220K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$71K +$11.5K +197 +19%
IA
27
IFP Advisors
Florida
$20K
SWP
28
Stratos Wealth Partners
Ohio
$18K +$18.7K +320 New
William Blair & Company
29
William Blair & Company
Illinois
$15K +$58 +1 +0.4%
Simplex Trading
30
Simplex Trading
Illinois
$13K
HI
31
Hudock Inc
Pennsylvania
$10K
Fidelity Investments
32
Fidelity Investments
Massachusetts
$10K +$10.7K +183 New
AWMS
33
Advocacy Wealth Management Services
Georgia
$9K
CIM
34
Contravisory Investment Management
Massachusetts
$9K
WF
35
WealthTrust Fairport
Ohio
$9K +$9.11K +156 New
RFC
36
Regions Financial Corp
Alabama
$6K
Barclays
37
Barclays
United Kingdom
$5K
GWM
38
Geneos Wealth Management
Colorado
$5K
PA
39
Parallel Advisors
California
$3K +$58 +1 +2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2K -$6.31K -108 -77%
FHA
41
Flagship Harbor Advisors
Massachusetts
$2K
VFA
42
Valeo Financial Advisors
Indiana
$2K
FCB
43
First Command Bank
Texas
$1K +$584 +10 New
FCFS
44
First Command Financial Services
Texas
$1K +$584 +10 New
BCM
45
Barometer Capital Management
Ontario, Canada
-$6.33M -109,000 Closed
CCP
46
Cardan Capital Partners
Colorado
-$222K -3,832 Closed
LPL Financial
47
LPL Financial
California
-$214K -3,684 Closed
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2K -33 Closed

KCE Hedge Fund Activity: Q3 2018 in Review

45 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q3 2018, worth a combined $89.3M — down 18% from $109M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KCE positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $787K. The largest seller was Morgan Stanley, cutting an estimated $6.93M.

  • 45 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q3 2018, up from 44 in Q2 2018.
  • Funds reported $89.3M of State Street SPDR S&P Capital Markets ETF stock for Q3 2018, down 18% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q3 2018 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q3 2018 was Bank of America, an estimated $787K added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q3 2018 was Morgan Stanley, an estimated $6.93M sold.

Based on aggregated 13F filings for Q3 2018.