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State Street SPDR S&P Capital Markets ETF

45 hedge funds and large institutions have $90.7M invested in State Street SPDR S&P Capital Markets ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $314K

54% more capital invested

Capital invested by funds: $59M → $90.7M (+$31.7M)

2.36% more ownership

Funds ownership: 63.19%65.55% (+2.4%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

4% less funds holding

Funds holding: 4745 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
8
Calls
$1.27M
Puts
$314K
Net Calls
+$959K
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$29.9M +$25.8M +316,011 +874%
Fisher Asset Management
2
Fisher Asset Management
Washington
$21.1M +$351K +4,308 +2%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M +$1.54M +18,909 +14%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.72M +$4.79M +58,786 +183%
CI
5
Cavalier Investments
Georgia
$4.96M
VC
6
Vicus Capital
Pennsylvania
$2.51M +$90.7K +1,112 +4%
LPL Financial
7
LPL Financial
California
$1.51M +$347K +4,259 +31%
RFM
8
Royal Fund Management
Florida
$1.34M +$252K +3,086 +24%
Goldman Sachs
9
Goldman Sachs
New York
$1.28M
MCC
10
Money Concepts Capital
Florida
$1.03M -$11.4M -140,077 -92%
AWM
11
Accel Wealth Management
Iowa
$874K +$21.4K +262 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$565K -$118K -1,443 -18%
Wealthfront Advisers
13
Wealthfront Advisers
California
$463K -$80.9K -992 -15%
HAG
14
HF Advisory Group
Maryland
$425K +$12.1K +149 +3%
CAN
15
Cetera Advisor Networks
California
$409K -$32.6K -400 -8%
Citadel Advisors
16
Citadel Advisors
Florida
$406K -$815K -9,996 -68%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$328K -$80.9K -992 -20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$324K -$19K -233 -6%
UBS Group
19
UBS Group
Switzerland
$282K +$7.75K +95 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$271K -$106K -1,298 -29%
TRCT
21
Tower Research Capital (TRC)
New York
$264K -$235K -2,885 -48%
NA
22
NewEdge Advisors
Louisiana
$260K -$65.3K -801 -21%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$236K -$7.34K -90 -3%
CAG
24
Csenge Advisory Group
Florida
$206K +$198K +2,425 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$198K -$459K -5,629 -71%

KCE Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q2 2023, worth a combined $90.7M — up 54% from $59M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KCE and 6 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Money Concepts Capital, cutting an estimated $11.4M.

  • 45 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q2 2023, down from 47 in Q1 2023.
  • Funds reported $90.7M of State Street SPDR S&P Capital Markets ETF stock for Q2 2023, up 54% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q2 2023 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q2 2023 was Bank of America, an estimated $25.8M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q2 2023 was Money Concepts Capital, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2023.