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State Street SPDR S&P Capital Markets ETF

24 hedge funds and large institutions have $18.8M invested in State Street SPDR S&P Capital Markets ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

103% more capital invested

Capital invested by funds: $9.28M → $18.8M (+$9.56M)

33% more funds holding

Funds holding: 1824 (+6)

6.4% more ownership

Funds ownership: 33.31%39.71% (+6.4%)

89% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 9

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
1
Reduced
9
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
$5.83M +$3.3M +48,739 +170%
Citadel Advisors
2
Citadel Advisors
Florida
$2.42M -$1.5M -22,187 -41%
CI
3
Cavalier Investments
Georgia
$2.41M +$2.17M +32,011 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.24M -$28K -413 -1%
LPL Financial
5
LPL Financial
California
$1.48M +$1.33M +19,693 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$838K +$753K +11,131 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$632K -$110K -1,626 -16%
UBS Group
8
UBS Group
Switzerland
$473K -$338 -5 -0.1%
Goldman Sachs
9
Goldman Sachs
New York
$450K
VFA
10
Voya Financial Advisors
Connecticut
$419K +$380K +5,619 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$385K -$102K -1,510 -23%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$372K +$334K +4,937 New
Bank of America
13
Bank of America
North Carolina
$327K -$2.98K -44 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$199K -$289K -4,271 -62%
Wells Fargo
15
Wells Fargo
California
$154K
SPIA
16
Steward Partners Investment Advisory
New York
$77K -$609 -9 -0.9%
ASBI
17
American State Bank (Iowa)
Iowa
$75.3K +$67.7K +1,000 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20K -$174K -2,567 -90%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$11K
LGA
20
Lebenthal Global Advisors
New York
$8K +$7.78K +115 New
PA
21
Parallel Advisors
California
$4K
VFA
22
Valeo Financial Advisors
Indiana
$3K
William Blair & Company
23
William Blair & Company
Illinois
$3K
US Bancorp
24
US Bancorp
Minnesota
$1K
APA
25
American Portfolios Advisors
New York
-$20.2K -348 Closed

KCE Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q4 2020, worth a combined $18.8M — up 103% from $9.28M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KCE positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.3M. The largest seller was Citadel Advisors, cutting an estimated $1.5M.

  • 24 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q4 2020, up from 18 in Q3 2020.
  • Funds reported $18.8M of State Street SPDR S&P Capital Markets ETF stock for Q4 2020, up 103% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q4 2020 was Morgan Stanley, an estimated $3.3M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2020.