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State Street SPDR S&P Capital Markets ETF

50 hedge funds and large institutions have $52.6M invested in State Street SPDR S&P Capital Markets ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

70% more capital invested

Capital invested by funds: $31M → $52.6M (+$21.6M)

39% more funds holding

Funds holding: 3650 (+14)

1.59% more ownership

Funds ownership: 43.17%44.76% (+1.6%)

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
16
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.4M +$3.2M +35,206 +36%
CI
2
Cavalier Investments
Georgia
$6.49M +$3.15M +34,757 +101%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.9M +$975K +10,747 +35%
Citadel Advisors
4
Citadel Advisors
Florida
$3.13M +$90.8K +1,000 +3%
FEM
5
Fulcrum Equity Management
Texas
$3.06M +$2.96M +32,594 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.89M +$1.13M +12,472 +163%
LPL Financial
7
LPL Financial
California
$1.76M -$47.7K -526 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.57M -$279K -3,078 -16%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.46M +$1.41M +15,509 New
BCM
10
Brookstone Capital Management
Illinois
$1.45M +$1.4M +15,381 New
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.29M +$284K +3,129 +30%
UBS Group
12
UBS Group
Switzerland
$1.12M +$352K +3,883 +48%
Fisher Asset Management
13
Fisher Asset Management
Washington
$1.02M -$21.8K -240 -2%
KPWS
14
Kestra Private Wealth Services
Texas
$1.01M +$593K +6,534 +154%
CM
15
Columbus Macro
Pennsylvania
$952K +$31.5K +347 +4%
Goldman Sachs
16
Goldman Sachs
New York
$944K +$911K +10,034 New
RJA
17
Raymond James & Associates
Florida
$849K +$266K +2,935 +48%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$839K +$57.2K +630 +8%
AWM
19
Accel Wealth Management
Iowa
$821K +$793K +8,733 New
HighTower Advisors
20
HighTower Advisors
Illinois
$773K +$533K +5,868 +247%
PAG
21
Private Advisor Group
New Jersey
$665K +$642K +7,075 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$643K +$16K +176 +3%
CAN
23
Cetera Advisor Networks
California
$638K +$616K +6,788 New
Osaic Holdings
24
Osaic Holdings
Arizona
$611K -$1.93M -21,273 -77%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$533K +$46.2K +509 +10%

KCE Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q2 2021, worth a combined $52.6M — up 70% from $31M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KCE positions and 3 closed out — a net gain of 14 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.2M. The largest seller was Osaic Holdings, cutting an estimated $1.93M.

  • 50 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q2 2021, up from 36 in Q1 2021.
  • Funds reported $52.6M of State Street SPDR S&P Capital Markets ETF stock for Q2 2021, up 70% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q2 2021 and 3 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q2 2021 was Morgan Stanley, an estimated $3.2M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q2 2021 was Osaic Holdings, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2021.