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State Street SPDR S&P Capital Markets ETF

38 hedge funds and large institutions have $90.5M invested in State Street SPDR S&P Capital Markets ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

15% more funds holding

Funds holding: 3338 (+5)

5% more capital invested

Capital invested by funds: $86.5M → $90.5M (+$4M)

0.53% more ownership

Funds ownership: 83.71%84.24% (+0.53%)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$39.8M +$237K +4,734 +0.6%
JCM
2
Janney Capital Management
Pennsylvania
$13M -$270K -5,405 -2%
RJA
3
Raymond James & Associates
Florida
$10.2M +$122K +2,446 +1%
Morgan Stanley
4
Morgan Stanley
New York
$6.32M -$2.8K -56 -0%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.36M +$152K +3,036 +5%
BCM
6
Barometer Capital Management
Ontario, Canada
$2.83M +$525K +10,500 +24%
UBS Group
7
UBS Group
Switzerland
$2.33M +$67.5K +1,351 +3%
BTS
8
BB&T Securities
Virginia
$2.28M +$21.4K +429 +1%
CA
9
Cetera Advisors
Colorado
$2.23M -$182K -3,640 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.79M +$135K +2,705 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$1.65M -$60K -1,200 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$885K -$69.4K -1,388 -8%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$854K +$498K +9,956 +157%
Bank of America
14
Bank of America
North Carolina
$580K +$150 +3 +0%
SG Americas Securities
15
SG Americas Securities
New York
$490K -$285K -5,705 -38%
CFP
16
Cornerstone Financial Partners
North Carolina
$359K +$73.7K +1,474 +27%
Fisher Asset Management
17
Fisher Asset Management
Washington
$306K -$1.69M -33,800 -85%
CCP
18
Cardan Capital Partners
Colorado
$258K +$13.7K +275 +6%
Stifel Financial
19
Stifel Financial
Missouri
$231K -$5.4K -108 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$210K +$200K +4,008 New
Wells Fargo
21
Wells Fargo
California
$183K -$1.4K -28 -0.8%
SPIA
22
Steward Partners Investment Advisory
New York
$109K +$105K +2,099 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$68K
BTIS
24
BB&T Investment Services
North Carolina
$65K +$26.4K +528 +80%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$57K -$1.75K -35 -3%

KCE Hedge Fund Activity: Q3 2017 in Review

38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q3 2017, worth a combined $90.5M — up 4.6% from $86.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KCE positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Barometer Capital Management, adding an estimated $525K. The largest seller was Fisher Asset Management, cutting an estimated $1.69M.

  • 38 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q3 2017, up from 33 in Q2 2017.
  • Funds reported $90.5M of State Street SPDR S&P Capital Markets ETF stock for Q3 2017, up 4.6% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q3 2017 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q3 2017 was Barometer Capital Management, an estimated $525K added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q3 2017 was Fisher Asset Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2017.