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State Street SPDR S&P Insurance ETF

113 hedge funds and large institutions have $425M invested in State Street SPDR S&P Insurance ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

6% more funds holding

Funds holding: 107113 (+6)

2% more capital invested

Capital invested by funds: $415M → $425M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

7.29% less ownership

Funds ownership: 93.44%86.15% (-7.3%)

81% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $7.68M

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
29
Reduced
32
Closed
14
Calls
$1.46M
Puts
$7.68M
Net Calls
-$6.22M
Net Calls Change
-$7.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Barometer Capital Management
Ontario, Canada
$1.6M +$242K +6,000 +19%
UBS Group
27
UBS Group
Switzerland
$1.47M +$483K +11,999 +52%
NWA
28
Navis Wealth Advisors
New York
$1.25M +$4.31K +107 +0.4%
AI
29
ArchPoint Investors
Florida
$1.23M
Citadel Advisors
30
Citadel Advisors
Florida
$1.15M -$3.3M -81,792 -75%
VWA
31
V Wealth Advisors
Kansas
$1.05M -$5.8K -144 -0.6%
Osaic Holdings
32
Osaic Holdings
Arizona
$1M +$363K +8,997 +55%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$986K +$525K +13,035 +125%
RJA
34
Raymond James & Associates
Florida
$864K -$1.83M -45,491 -69%
WEG
35
World Equity Group
Illinois
$855K +$819K +20,335 New
SWM
36
Spire Wealth Management
Virginia
$840K -$12.6K -313 -2%
MIH
37
Meitav Investment House
Israel
$836K -$42.3K -1,050 -5%
OC
38
Oppenheimer & Co
New York
$811K -$684K -16,972 -47%
YAVAPFMC
39
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$779K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$774K +$75.9K +1,884 +11%
BBHC
41
Brown Brothers Harriman & Co
New York
$741K
CS
42
Credit Suisse
Switzerland
$721K +$153K +3,809 +29%
Stifel Financial
43
Stifel Financial
Missouri
$689K +$211K +5,240 +47%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$602K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$599K -$708K -17,575 -55%
BCM
46
Brookstone Capital Management
Illinois
$599K +$580K +14,396 New
Renaissance Technologies
47
Renaissance Technologies
New York
$597K +$572K +14,200 New
EIP
48
Ellis Investment Partners
Pennsylvania
$591K +$49.9K +1,238 +10%
GRP
49
Global Retirement Partners
California
$581K +$607K +15,059 New
BS
50
Boenning & Scattergood
Pennsylvania
$578K +$40 +1 +0%

KIE Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q1 2022, worth a combined $425M — up 2.4% from $415M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KIE positions and 14 closed out — a net gain of 9 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $9.03M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 113 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Insurance ETF stock for Q1 2022, up 2.4% quarter-over-quarter.
  • 23 funds opened new State Street SPDR S&P Insurance ETF positions in Q1 2022 and 14 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.03M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q1 2022 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2022.