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State Street SPDR S&P Capital Markets ETF

88 hedge funds and large institutions have $290M invested in State Street SPDR S&P Capital Markets ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $234M → $290M (+$55.6M)

14.88% more ownership

Funds ownership: 71.9%86.78% (+15%)

13% more funds holding

Funds holding: 7888 (+10)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $342K

Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
25
Reduced
23
Closed
10
Calls
Puts
$342K
Net Calls
-$342K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$97.4M +$40.5M +370,378 +72%
Bank of America
2
Bank of America
North Carolina
$54.5M +$1.33M +12,182 +3%
Morgan Stanley
3
Morgan Stanley
New York
$17.5M -$1.34M -12,269 -7%
LPL Financial
4
LPL Financial
California
$16.5M +$6.96M +63,601 +74%
Fisher Asset Management
5
Fisher Asset Management
Washington
$12.8M -$12.2M -111,383 -49%
KHLMVGHM
6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$9.82M
3F
7
360 Financial
Minnesota
$9.54M +$9.46M +86,510 New
Osaic Holdings
8
Osaic Holdings
Arizona
$8.35M +$3.73M +34,064 +82%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.41M +$1.45M +13,273 +50%
ACP
10
Aveo Capital Partners
Colorado
$3.84M +$3.8M +34,776 New
KHLMTHM
11
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.41M
VC
12
Vicus Capital
Pennsylvania
$2.93M -$37.9K -346 -1%
CI
13
Cavalier Investments
Georgia
$2.9M
CAG
14
Csenge Advisory Group
Florida
$2.83M +$1.09M +9,953 +63%
Citadel Advisors
15
Citadel Advisors
Florida
$2.69M +$540K +4,933 +25%
RFM
16
Royal Fund Management
Florida
$2.24M +$28.6K +261 +1%
BAAM
17
Baker Avenue Asset Management
California
$2.22M +$26.5K +242 +1%
Jane Street
18
Jane Street
New York
$2.03M +$2.02M +18,446 New
IMC Chicago
19
IMC Chicago
Illinois
$1.81M +$1.8M +16,455 New
RJA
20
Raymond James & Associates
Florida
$1.78M -$23.2K -212 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.58M -$3.46M -31,630 -69%
UBS Group
22
UBS Group
Switzerland
$1.57M +$7.88K +72 +0.5%
ZIMP
23
Zimmermann Investment Management & Planning
Pennsylvania
$1.52M -$319K -2,914 -17%
Stifel Financial
24
Stifel Financial
Missouri
$1.44M -$389K -3,555 -21%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.4M +$111K +1,014 +9%

KCE Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q2 2024, worth a combined $290M — up 24% from $234M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KCE positions and 10 closed out — a net gain of 12 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $40.5M. The largest seller was Fisher Asset Management, cutting an estimated $12.2M.

  • 88 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q2 2024, up from 78 in Q1 2024.
  • Funds reported $290M of State Street SPDR S&P Capital Markets ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q2 2024 and 10 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q2 2024 was AssetMark Inc, an estimated $40.5M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q2 2024 was Fisher Asset Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.