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State Street SPDR S&P Insurance ETF

102 hedge funds and large institutions have $721M invested in State Street SPDR S&P Insurance ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11% more call options, than puts

Call options by funds: $648K | Put options by funds: $586K

8% more capital invested

Capital invested by funds: $665M → $721M (+$55.6M)

7% more funds holding

Funds holding: 95102 (+7)

2.31% more ownership

Funds ownership: 77.04%79.35% (+2.3%)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
27
Reduced
35
Closed
14
Calls
$648K
Puts
$586K
Net Calls
+$62K
Net Calls Change
+$605K
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
26
Psagot Value Holdings
Israel
$1.52M
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.46M +$29.6K +952 +2%
SB
28
Suntrust Banks
Georgia
$1.43M +$195K +6,277 +16%
RJA
29
Raymond James & Associates
Florida
$1.37M -$1.2M -38,777 -47%
VF
30
Virtu Financial
New York
$873K -$1.07M -34,327 -55%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$869K -$40.8K -1,313 -4%
JP Morgan Chase
32
JP Morgan Chase
New York
$862K +$238K +7,671 +38%
CAN
33
Cetera Advisor Networks
California
$830K -$37.5K -1,207 -4%
Barclays
34
Barclays
United Kingdom
$816K +$817K +26,300 New
Ameriprise
35
Ameriprise
Minnesota
$804K -$108K -3,493 -12%
VWA
36
V Wealth Advisors
Kansas
$772K +$102K +3,287 +15%
MML Investors Services
37
MML Investors Services
Massachusetts
$738K -$148K -4,764 -17%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$682K -$120K -3,861 -15%
AG
39
Appleton Group
Wisconsin
$654K +$33.6K +1,083 +5%
CWM
40
Cornerstone Wealth Management
Missouri
$610K +$54.3K +1,750 +10%
FWM
41
Focused Wealth Management
New York
$599K +$600K +19,324 New
CS
42
Credit Suisse
Switzerland
$587K -$2.67M -85,880 -82%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$530K -$532K -17,124 -50%
KSA
44
Ken Stern & Associates
California
$456K -$6.27K -202 -1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$450K +$124K +3,994 +38%
TEE
46
Tibra Equities Europe
United Kingdom
$413K -$358K -11,540 -46%
Lido Advisors
47
Lido Advisors
California
$411K +$37.5K +1,208 +10%
HB
48
Homrich & Berg
Georgia
$365K +$20.3K +654 +6%
MIAN
49
Mariner Independent Advisor Network
Kansas
$359K +$93 +3 +0%
HCP
50
Holt Capital Partners
Texas
$346K +$4.66K +150 +1%

KIE Hedge Fund Activity: Q1 2018 in Review

102 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q1 2018, worth a combined $721M — up 8.4% from $665M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KIE positions and 14 closed out — a net gain of 8 holders — while 27 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $57.1M. The largest seller was New England Investment & Retirement Group, cutting an estimated $12M.

  • 102 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q1 2018, up from 95 in Q4 2017.
  • Funds reported $721M of State Street SPDR S&P Insurance ETF stock for Q1 2018, up 8.4% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P Insurance ETF positions in Q1 2018 and 14 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q1 2018 was Bank of America, an estimated $57.1M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q1 2018 was New England Investment & Retirement Group, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2018.