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State Street SPDR S&P Capital Markets ETF

104 hedge funds and large institutions have $353M invested in State Street SPDR S&P Capital Markets ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $290M → $353M (+$62.9M)

18% more funds holding

Funds holding: 88104 (+16)

12% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 33

14.92% less ownership

Funds ownership: 86.78%71.87% (-15%)

24% less call options, than puts

Call options by funds: $662K | Put options by funds: $874K

Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
29
Reduced
33
Closed
7
Calls
$662K
Puts
$874K
Net Calls
-$212K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$97.3M -$12.2M -103,496 -12%
Bank of America
2
Bank of America
North Carolina
$60.5M -$1.09M -9,227 -2%
Morgan Stanley
3
Morgan Stanley
New York
$23.1M +$3.07M +25,969 +16%
LPL Financial
4
LPL Financial
California
$16.1M -$2.49M -21,077 -14%
Fisher Asset Management
5
Fisher Asset Management
Washington
$11.7M -$2.67M -22,603 -19%
RFM
6
Royal Fund Management
Florida
$11.6M +$8.54M +72,306 +359%
KHLMVGHM
7
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.1M
3F
8
360 Financial
Minnesota
$11.1M +$246K +2,081 +2%
UBS Group
9
UBS Group
Switzerland
$10.6M +$8.3M +70,294 +494%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$9.84M +$9.31M +78,825 New
Osaic Holdings
11
Osaic Holdings
Arizona
$8.03M -$1.35M -11,444 -15%
ZIMP
12
Zimmermann Investment Management & Planning
Pennsylvania
$5.97M +$4.02M +33,991 +247%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.92M -$71.8K -608 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$4.6M +$1.47M +12,468 +51%
ACP
15
Aveo Capital Partners
Colorado
$4.09M -$236K -2,001 -6%
KHLMTHM
16
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.86M
CI
17
Cavalier Investments
Georgia
$3.29M
CAG
18
Csenge Advisory Group
Florida
$3.15M -$159K -1,350 -5%
VC
19
Vicus Capital
Pennsylvania
$3.12M -$193K -1,634 -6%
BAAM
20
Baker Avenue Asset Management
California
$2.97M +$432K +3,657 +18%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.95M +$2.79M +23,600 New
RJA
22
Raymond James & Associates
Florida
$2.7M +$644K +5,451 +34%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.68M +$2.53M +21,393 New
MTWM
24
Masso Torrence Wealth Management
New Jersey
$2.21M +$2.09M +17,716 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.91M +$1.7M +14,415 +1,668%

KCE Hedge Fund Activity: Q3 2024 in Review

104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q3 2024, worth a combined $353M — up 22% from $290M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KCE positions and 7 closed out — a net gain of 17 holders — while 29 added to existing stakes and 33 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $9.31M. The largest seller was AssetMark Inc, cutting an estimated $12.2M.

  • 104 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q3 2024, up from 88 in Q2 2024.
  • Funds reported $353M of State Street SPDR S&P Capital Markets ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q3 2024 and 7 closed out, a net change of +17 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $9.31M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q3 2024 was AssetMark Inc, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.