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State Street SPDR S&P Insurance ETF

118 hedge funds and large institutions have $477M invested in State Street SPDR S&P Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $323M → $477M (+$155M)

41% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $3.6M

31.93% more ownership

Funds ownership: 71.37%103.3% (+32%)

8% less funds holding

Funds holding: 128118 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

33% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
28
Reduced
42
Closed
34
Calls
$5.07M
Puts
$3.6M
Net Calls
+$1.47M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.72M -$543K -13,639 -24%
CS
27
Credit Suisse
Switzerland
$1.72M +$1.68M +42,080 New
Jane Street
28
Jane Street
New York
$1.7M +$921K +23,131 +125%
Citadel Advisors
29
Citadel Advisors
Florida
$1.58M -$3.46M -86,951 -69%
PFMU
30
Privium Fund Management (UK)
United Kingdom
$1.43M +$1.4M +35,100 New
RJA
31
Raymond James & Associates
Florida
$1.4M +$49.1K +1,233 +4%
MFG
32
Merit Financial Group
Georgia
$1.39M -$1.82M -45,791 -57%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.34M -$461K -11,582 -26%
NWA
34
Navis Wealth Advisors
New York
$1.24M +$4.62K +116 +0.4%
AWM
35
AE Wealth Management
Kansas
$1.1M +$1.07M +26,891 New
TFA
36
Teamwork Financial Advisors
Texas
$975K +$950K +23,843 New
SWM
37
Spire Wealth Management
Virginia
$809K
MIH
38
Meitav Investment House
Israel
$806K
YAVAPFMC
39
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$761K
GCP
40
GSA Capital Partners
United Kingdom
$630K +$613K +15,400 New
Mariner
41
Mariner
Kansas
$606K +$26.3K +660 +5%
Prudential Financial
42
Prudential Financial
New Jersey
$604K -$235K -5,900 -29%
DS
43
DRW Securities
Illinois
$593K +$578K +14,500 New
KWM
44
Kingsview Wealth Management
Oregon
$590K +$575K +14,424 New
EIP
45
Ellis Investment Partners
Pennsylvania
$584K -$10.4K -261 -2%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$572K -$159K -4,000 -22%
TFA
47
Toth Financial Advisory
Virginia
$565K +$24.1K +605 +5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$558K -$25.3K -635 -4%
GRP
49
Global Retirement Partners
California
$555K
SSA
50
Schonfeld Strategic Advisors
New York
$555K -$2.28M -57,308 -81%

KIE Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q2 2023, worth a combined $477M — up 48% from $323M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of KIE and 24 opened new positions — a net loss of 10 holders — while 42 trimmed existing stakes and 28 added.

The largest buyer was JP Morgan Chase, adding an estimated $91.8M. The largest seller was LPL Financial, cutting an estimated $13.2M.

  • 118 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q2 2023, down from 128 in Q1 2023.
  • Funds reported $477M of State Street SPDR S&P Insurance ETF stock for Q2 2023, up 48% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Insurance ETF positions in Q2 2023 and 34 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $91.8M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q2 2023 was LPL Financial, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2023.