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State Street SPDR S&P Capital Markets ETF

26 hedge funds and large institutions have $22.8M invested in State Street SPDR S&P Capital Markets ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

13% more funds holding

Funds holding: 2326 (+3)

7% more capital invested

Capital invested by funds: $21.3M → $22.8M (+$1.56M)

3.22% more ownership

Funds ownership: 57.48%60.7% (+3.2%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.41M +$313K +5,505 +6%
Bank of America
2
Bank of America
North Carolina
$3.9M +$1.18M +20,788 +46%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.83M -$79.1K -1,390 -3%
Citadel Advisors
4
Citadel Advisors
Florida
$2.78M +$57.3K +1,007 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.04M -$56.5K -994 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.06M +$473K +8,314 +87%
Stifel Financial
7
Stifel Financial
Missouri
$1.04M +$13K +228 +1%
Truist Financial
8
Truist Financial
North Carolina
$971K +$932K +16,381 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$963K +$82.5K +1,450 +10%
Jane Street
10
Jane Street
New York
$512K -$271K -4,768 -36%
UBS Group
11
UBS Group
Switzerland
$490K +$11.4K +201 +2%
DIP
12
DT Investment Partners
Pennsylvania
$445K +$427K +7,500 New
Wells Fargo
13
Wells Fargo
California
$125K -$31K -545 -21%
SPIA
14
Steward Partners Investment Advisory
New York
$100K -$647K -11,365 -87%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$77K -$1.05M -18,454 -64%
IA
16
IFP Advisors
Florida
$22K
Simplex Trading
17
Simplex Trading
Illinois
$17K +$16.3K +287 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$14K -$23.2K -407 -63%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$9K
William Blair & Company
20
William Blair & Company
Illinois
$6K
GWM
21
Geneos Wealth Management
Colorado
$5K
VFA
22
Valeo Financial Advisors
Indiana
$3K
PA
23
Parallel Advisors
California
$3K +$57 +1 +2%
OPS
24
Orion Portfolio Solutions
Nebraska
$2K +$2.39K +42 New
US Bancorp
25
US Bancorp
Minnesota
$1K -$203K -3,561 -100%

KCE Hedge Fund Activity: Q4 2019 in Review

26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q4 2019, worth a combined $22.8M — up 7.3% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KCE positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $1.18M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.05M.

  • 26 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q4 2019, up from 23 in Q3 2019.
  • Funds reported $22.8M of State Street SPDR S&P Capital Markets ETF stock for Q4 2019, up 7.3% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q4 2019 was Bank of America, an estimated $1.18M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2019.