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State Street SPDR S&P Capital Markets ETF

47 hedge funds and large institutions have $59M invested in State Street SPDR S&P Capital Markets ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $382K

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

14% more capital invested

Capital invested by funds: $51.8M → $59M (+$7.26M)

11.88% more ownership

Funds ownership: 51.32%63.19% (+12%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 4847 (-1)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
12
Closed
8
Calls
$3.44M
Puts
$382K
Net Calls
+$3.06M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$20.3M -$180K -2,099 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M +$1.09M +12,734 +10%
CI
3
Cavalier Investments
Georgia
$4.85M
Bank of America
4
Bank of America
North Carolina
$3M +$1M +11,687 +48%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.67M -$51.9K -604 -2%
VC
6
Vicus Capital
Pennsylvania
$2.36M +$2.44M +28,420 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.58M +$1.02M +11,852 +166%
Goldman Sachs
8
Goldman Sachs
New York
$1.25M
Citadel Advisors
9
Citadel Advisors
Florida
$1.23M +$765K +8,902 +152%
MCC
10
Money Concepts Capital
Florida
$1.15M +$12M +140,060 +1,153%
LPL Financial
11
LPL Financial
California
$1.12M +$286K +3,325 +33%
RFM
12
Royal Fund Management
Florida
$1.06M +$311K +3,618 +40%
AWM
13
Accel Wealth Management
Iowa
$833K -$59.4K -691 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$673K +$112K +1,300 +19%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$662K +$657K +7,646 +2,375%
Wealthfront Advisers
16
Wealthfront Advisers
California
$536K +$274K +3,190 +98%
TRCT
17
Tower Research Capital (TRC)
New York
$498K +$515K +5,996 New
CAN
18
Cetera Advisor Networks
California
$434K -$5.59K -65 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$404K +$32.6K +379 +8%
HAG
20
HF Advisory Group
Maryland
$403K -$35.3K -411 -8%
MML Investors Services
21
MML Investors Services
Massachusetts
$373K -$34.5K -401 -8%
BCM
22
Barometer Capital Management
Ontario, Canada
$357K +$370K +4,300 New
NA
23
NewEdge Advisors
Louisiana
$321K -$630K -7,324 -65%
UBS Group
24
UBS Group
Switzerland
$268K -$96K -1,117 -26%
SWA
25
Stratos Wealth Advisors
Ohio
$244K +$253K +2,938 New

KCE Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q1 2023, worth a combined $59M — up 14% from $51.8M a quarter earlier.

Fund positioning in KCE was balanced in Q1 2023: 8 funds opened new positions, 8 closed out, 14 added to existing stakes and 12 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $12M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $807K sold.

  • 47 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q1 2023, down from 48 in Q4 2022.
  • Funds reported $59M of State Street SPDR S&P Capital Markets ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q1 2023 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $12M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q1 2023 was SPC Financial Inc, an estimated $807K sold.

Based on aggregated 13F filings for Q1 2023.