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State Street SPDR S&P Capital Markets ETF

36 hedge funds and large institutions have $31M invested in State Street SPDR S&P Capital Markets ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

65% more capital invested

Capital invested by funds: $18.8M → $31M (+$12.2M)

50% more funds holding

Funds holding: 2436 (+12)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

3.47% more ownership

Funds ownership: 39.71%43.17% (+3.5%)

Holders
36
Holders Change
+12
Holders Change %
+50%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
10
Reduced
7
Closed
2
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.2M +$1.59M +19,709 +25%
CI
2
Cavalier Investments
Georgia
$2.89M +$185K +2,286 +7%
Citadel Advisors
3
Citadel Advisors
Florida
$2.72M +$14.6K +181 +0.6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.59M +$77.1K +954 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.38M +$2.03M +25,137 +954%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.67M +$922K +11,399 +136%
LPL Financial
7
LPL Financial
California
$1.63M -$34.3K -424 -2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$936K -$3.15K -39 -0.4%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$893K +$857K +10,601 New
CM
10
Columbus Macro
Pennsylvania
$825K +$791K +9,780 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$700K +$257K +3,181 +62%
UBS Group
12
UBS Group
Switzerland
$678K +$142K +1,760 +28%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$644K +$617K +7,632 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$562K +$539K +6,667 New
RJA
15
Raymond James & Associates
Florida
$514K +$493K +6,095 New
VFA
16
Voya Financial Advisors
Connecticut
$457K -$13.8K -171 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$435K +$417K +5,159 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$410K -$6.39K -79 -2%
Bank of America
19
Bank of America
North Carolina
$381K +$13.8K +171 +4%
KPWS
20
Kestra Private Wealth Services
Texas
$359K +$344K +4,251 New
FA
21
FDx Advisors
Illinois
$229K +$219K +2,710 New
HighTower Advisors
22
HighTower Advisors
Illinois
$200K +$192K +2,373 New
APA
23
American Portfolios Advisors
New York
$189K +$181K +2,236 New
Wells Fargo
24
Wells Fargo
California
$169K -$3.64K -45 -2%
SPIA
25
Steward Partners Investment Advisory
New York
$85K -$1.7K -21 -2%

KCE Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q1 2021, worth a combined $31M — up 65% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KCE positions and 2 closed out — a net gain of 12 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.03M. The largest seller was Goldman Sachs, exiting entirely with an estimated $450K sold.

  • 36 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $31M of State Street SPDR S&P Capital Markets ETF stock for Q1 2021, up 65% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q1 2021 and 2 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q1 2021 was Osaic Holdings, an estimated $2.03M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q1 2021 was Goldman Sachs, an estimated $450K sold.

Based on aggregated 13F filings for Q1 2021.