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State Street SPDR S&P Capital Markets ETF
KCE

70 hedge funds and large institutions have $236M invested in State Street SPDR S&P Capital Markets ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

119% more capital invested

Capital invested by funds: $108M → $236M (+$128M)

19% more funds holding

Funds holding: 59 → 70 (+11)

0% more call options, than puts

Call options by funds: $332K | Put options by funds: $332K

0.88% less ownership

Funds ownership: 60.01% → 59.13% (-0.88%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
32
Reduced
14
Closed
6
Calls
$332K
Puts
$332K
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$92.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.09M
3
Bank of America
Bank of America
North Carolina
+$5.35M
4
MCM
Mainstay Capital Management
Michigan
+$4.6M
5
LPL Financial
LPL Financial
California
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
SMF
Sterling Manor Financial
New York
-$5.16M
2
CI
Cavalier Investments
Georgia
-$2.72M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.51M
4
VC
Vicus Capital
Pennsylvania
-$1.71M
5
BCM
Brookstone Capital Management
Illinois
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.38M +$797K +7,645 +134%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.33M +$883K +8,479 +195%
EDRH
28
Edmond de Rothschild Holding
Switzerland
$1.32M +$1.32M +12,708 New
AWM
29
Accel Wealth Management
Iowa
$1.19M +$159K +1,530 +15%
PAG
30
Private Advisor Group
New Jersey
$1.18M +$48.7K +467 +4%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$987K +$42K +403 +4%
CM
32
Columbus Macro
Pennsylvania
$985K -$57K -547 -5%
CAN
33
Cetera Advisor Networks
California
$822K +$117K +1,124 +17%
CAN
34
Claraphi Advisory Network
United States
$813K +$817K +7,843 New
Truist Financial
35
Truist Financial
North Carolina
$804K -$231K -2,216 -22%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$784K -$33.1K -318 -4%
KPWS
37
Kestra Private Wealth Services
Texas
$638K -$517K -4,962 -45%
BCM
38
Beaumont Capital Management
Massachusetts
$550K +$553K +5,312 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$527K -$64.7K -621 -11%
NA
40
NewEdge Advisors
Louisiana
$475K +$477K +4,580 New
IP
41
Ignite Planners
California
$447K +$476K +4,573 New
W
42
WealthOne
New York
$395K +$397K +3,809 New
Wealthfront Advisers
43
Wealthfront Advisers
California
$365K +$367K +3,523 New
TRCT
44
Tower Research Capital (TRC)
New York
$364K -$137K -1,311 -27%
RJT
45
Raymond James Trust
Florida
$292K +$294K +2,820 New
APA
46
American Portfolios Advisors
New York
$250K +$18K +173 +8%
CA
47
Cetera Advisors
Colorado
$249K -$173K -1,664 -41%
BFA
48
Beaumont Financial Advisors
Massachusetts
$238K +$239K +2,294 New
Wells Fargo
49
Wells Fargo
California
$204K – – –
AP
50
Advisors Preferred
Maryland
$204K +$205K +1,972 New
1
2
3 4

KCE Hedge Fund Activity: Q4 2021 in Review

70 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q4 2021, worth a combined $236M — up 119% from $108M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KCE positions and 6 closed out — a net gain of 11 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $92.5M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $5.16M sold.

  • 70 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $236M of State Street SPDR S&P Capital Markets ETF stock for Q4 2021, up 119% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q4 2021 and 6 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q4 2021 was AssetMark Inc, an estimated $92.5M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q4 2021 was Sterling Manor Financial, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2021.