State Street SPDR S&P Capital Markets ETF
KCE
82 hedge funds and large institutions have $210M invested in State Street SPDR S&P Capital Markets ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 4 closing their positions.
16,440% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $10K
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
34% more funds holding
Funds holding: 61 → 82 (+21)
6.87% more ownership
Funds ownership: 70.02% → 76.89% (+6.9%)
5% less capital invested
Capital invested by funds: $221M → $210M (-$10.3M)
19% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.1M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$5.34M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.58M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$66.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.78M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.48M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$774K |
KCE Hedge Fund Activity: Q4 2023 in Review
82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q4 2023, worth a combined $210M — down 4.7% from $221M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new KCE positions and 4 closed out — a net gain of 21 holders — while 22 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was AssetMark Inc, cutting an estimated $66.7M.
- 82 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q4 2023, up from 61 in Q3 2023.
- Funds reported $210M of State Street SPDR S&P Capital Markets ETF stock for Q4 2023, down 4.7% quarter-over-quarter.
- 25 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q4 2023 and 4 closed out, a net change of +21 holders.
- The largest State Street SPDR S&P Capital Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.1M added.
- The largest State Street SPDR S&P Capital Markets ETF seller in Q4 2023 was AssetMark Inc, an estimated $66.7M sold.
Based on aggregated 13F filings for Q4 2023.