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State Street SPDR S&P Capital Markets ETF

35 hedge funds and large institutions have $24.2M invested in State Street SPDR S&P Capital Markets ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.12% less ownership

Funds ownership: 77.41%56.29% (-21%)

22% less funds holding

Funds holding: 4535 (-10)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

73% less capital invested

Capital invested by funds: $89.3M → $24.2M (-$65.1M)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
35
Holders Change
-10
Holders Change %
-22.22%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$5K
Barclays
27
Barclays
United Kingdom
$4K
GWM
28
Geneos Wealth Management
Colorado
$4K
EWM
29
Executive Wealth Management
Michigan
$3K +$3.47K +67 New
PA
30
Parallel Advisors
California
$2K
VFA
31
Valeo Financial Advisors
Indiana
$2K
FHA
32
Flagship Harbor Advisors
Massachusetts
$1K
BTS
33
BB&T Securities
Virginia
-$2.26M -40,131 Closed
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
-$974K -17,321 Closed
Stifel Financial
35
Stifel Financial
Missouri
-$538K -9,516 Closed
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
-$340K -6,051 Closed
CA
37
Corrado Advisors
New Jersey
-$263K -4,675 Closed
RJFSA
38
Raymond James Financial Services Advisors
Florida
-$233K -4,144 Closed
SWP
39
Stratos Wealth Partners
Ohio
-$18K -320 Closed
Simplex Trading
40
Simplex Trading
Illinois
-$13K -232 Closed
HI
41
Hudock Inc
Pennsylvania
-$10K -178 Closed
CIM
42
Contravisory Investment Management
Massachusetts
-$9K -166 Closed
AWMS
43
Advocacy Wealth Management Services
Georgia
-$9K -159 Closed
WF
44
WealthTrust Fairport
Ohio
-$9K -156 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$2K -33 Closed

KCE Hedge Fund Activity: Q4 2018 in Review

35 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q4 2018, worth a combined $24.2M — down 73% from $89.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KCE and 3 opened new positions — a net loss of 10 holders — while 16 trimmed existing stakes and 5 added.

The largest buyer was Suntrust Banks, opening a new position worth an estimated $833K. The largest seller was RiverFront Investment Group, cutting an estimated $34.2M.

  • 35 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q4 2018, down from 45 in Q3 2018.
  • Funds reported $24.2M of State Street SPDR S&P Capital Markets ETF stock for Q4 2018, down 73% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q4 2018 and 13 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q4 2018 was Suntrust Banks, an estimated $833K added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q4 2018 was RiverFront Investment Group, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2018.