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State Street SPDR S&P Insurance ETF

93 hedge funds and large institutions have $609M invested in State Street SPDR S&P Insurance ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.93% more ownership

Funds ownership: 79.35%85.28% (+5.9%)

0% more call options, than puts

Call options by funds: $819K | Put options by funds: $819K

9% less funds holding

Funds holding: 10293 (-9)

15% less capital invested

Capital invested by funds: $721M → $609M (-$112M)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
30
Reduced
36
Closed
21
Calls
$819K
Puts
$819K
Net Calls
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M +$180K +5,870 +21%
FWM
27
Focused Wealth Management
New York
$947K +$383K +12,468 +65%
RJA
28
Raymond James & Associates
Florida
$921K -$403K -13,123 -30%
VWA
29
V Wealth Advisors
Kansas
$753K -$26.5K -862 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$750K +$97.4K +3,172 +14%
Ameriprise
31
Ameriprise
Minnesota
$746K -$27.1K -883 -3%
CAN
32
Cetera Advisor Networks
California
$712K -$80.1K -2,610 -10%
AG
33
Appleton Group
Wisconsin
$634K +$6.23K +203 +1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$630K +$125K +4,063 +24%
MML Investors Services
35
MML Investors Services
Massachusetts
$536K -$178K -5,805 -24%
CF
36
Centaurus Financial
California
$512K +$384K +12,493 +267%
Lido Advisors
37
Lido Advisors
California
$498K +$107K +3,478 +26%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$483K +$51.8K +1,688 +12%
PVH
39
Psagot Value Holdings
Israel
$447K -$1.05M -34,170 -69%
KSA
40
Ken Stern & Associates
California
$438K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$358K +$369K +12,010 New
HB
42
Homrich & Berg
Georgia
$353K +$2.03K +66 +0.6%
Jane Street
43
Jane Street
New York
$344K +$355K +11,554 New
MIAN
44
Mariner Independent Advisor Network
Kansas
$341K -$4.57K -149 -1%
HCP
45
Holt Capital Partners
Texas
$328K -$4.61K -150 -1%
BTS
46
BB&T Securities
Virginia
$300K -$25.6K -833 -8%
TSS
47
Two Sigma Securities
New York
$262K -$45.4K -1,480 -14%
BCA
48
Bay Colony Advisors
Massachusetts
$252K +$259K +8,441 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$244K -$23.1K -751 -8%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$237K -$19.7K -641 -7%

KIE Hedge Fund Activity: Q2 2018 in Review

93 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q2 2018, worth a combined $609M — down 15% from $721M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KIE and 12 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $30.9M. The largest seller was AssetMark Inc, cutting an estimated $69.7M.

  • 93 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q2 2018, down from 102 in Q1 2018.
  • Funds reported $609M of State Street SPDR S&P Insurance ETF stock for Q2 2018, down 15% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Insurance ETF positions in Q2 2018 and 21 closed out, a net change of -9 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $30.9M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q2 2018 was AssetMark Inc, an estimated $69.7M sold.

Based on aggregated 13F filings for Q2 2018.