State Street SPDR S&P Capital Markets ETF
KCE
36 hedge funds and large institutions have $31M invested in State Street SPDR S&P Capital Markets ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
65% more capital invested
Capital invested by funds: $18.8M → $31M (+$12.2M)
50% more funds holding
Funds holding: 24 → 36 (+12)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
3.47% more ownership
Funds ownership: 39.71% → 43.17% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.03M |
| 2 |
Morgan Stanley
New York
|
+$1.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$922K |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$857K |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$791K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$450K |
| 2 |
LPL Financial
San Diego,
California
|
-$34.3K |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$13.8K |
| 4 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
-$8K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$6.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASBI
26
American State Bank (Iowa)
Sioux Center,
Iowa
| $84.4K | – | – | – |
|
|
CHC
27
City Holding Co
Charleston,
West Virginia
| $51K | +$48.8K | +603 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | +$16.2K | +200 | +74% |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $24K | +$23K | +284 | New |
|
|
SWM
30
Spire Wealth Management
Mclean,
Virginia
| $19K | +$18.3K | +226 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $11K | -$1.05K | -13 | -9% |
|
|
CG
32
Cutler Group
San Francisco,
California
| $8K | +$8.09K | +100 | New |
|
|
PA
33
Parallel Advisors
San Francisco,
California
| $5K | – | – | – |
|
|
VFA
34
Valeo Financial Advisors
Carmel,
Indiana
| $4K | – | – | – |
|
35
William Blair & Company
Chicago,
Illinois
| $4K | – | – | – |
|
36
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
37
Goldman Sachs
New York
| – | -$450K | -5,981 | Closed |
|
|
LGA
38
Lebenthal Global Advisors
Hauppauge,
New York
| – | -$8K | -115 | Closed |
|
KCE Hedge Fund Activity: Q1 2021 in Review
36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q1 2021, worth a combined $31M — up 65% from $18.8M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KCE positions and 2 closed out — a net gain of 12 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.03M. The largest seller was Goldman Sachs, exiting entirely with an estimated $450K sold.
- 36 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q1 2021, up from 24 in Q4 2020.
- Funds reported $31M of State Street SPDR S&P Capital Markets ETF stock for Q1 2021, up 65% quarter-over-quarter.
- 14 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q1 2021 and 2 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P Capital Markets ETF buyer in Q1 2021 was Osaic Holdings, an estimated $2.03M added.
- The largest State Street SPDR S&P Capital Markets ETF seller in Q1 2021 was Goldman Sachs, an estimated $450K sold.
Based on aggregated 13F filings for Q1 2021.