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State Street SPDR S&P Insurance ETF
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68 hedge funds and large institutions have $410M invested in State Street SPDR S&P Insurance ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $256K

8.54% more ownership

Funds ownership: 254.55% → 263.09% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less funds holding

Funds holding: 76 → 68 (-8)

15% less capital invested

Capital invested by funds: $483M → $410M (-$73.6M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
12
Reduced
32
Closed
18
Calls
$1.26M
Puts
$256K
Net Calls
+$1M
Net Calls Change
+$1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.45M
2
CS
Credit Suisse
Switzerland
+$3.22M
3
TSWM
Triangle Securities Wealth Management
North Carolina
+$2.86M
4
CIA
Choate Investment Advisors
Massachusetts
+$546K
5
X
Xponance
Pennsylvania
+$530K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$33.8M
2
UBS Group
UBS Group
Switzerland
-$8.43M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$7.03M
4
Goldman Sachs
Goldman Sachs
New York
-$6.12M
5
Wells Fargo
Wells Fargo
California
-$5.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$64K +$45.5K +2,070 +294%
UFA
52
US Financial Advisors
Massachusetts
$50K – – –
HWP
53
Hefty Wealth Partners
Indiana
$46K +$44.1K +2,007 New
JP Morgan Chase
54
JP Morgan Chase
New York
$37K – – –
BKA
55
Brick & Kyle Associates
Pennsylvania
$35K – – –
NFG
56
Next Financial Group
Texas
$30K +$29.3K +1,332 New
AF
57
Arrow Financial
New York
$29K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$25K -$508K -23,124 -96%
PFG
59
Piershale Financial Group
Illinois
$24K +$66 +3 +0.3%
WA
60
WFG Advisors
Texas
$21K – – –
Creative Planning
61
Creative Planning
Kansas
$17K +$16.5K +750 New
WIC
62
Woodmont Investment Counsel
Tennessee
$16K – – –
Barclays
63
Barclays
United Kingdom
$7K – – –
FMII
64
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
GI
65
Gradient Investments
Minnesota
$2K +$1.98K +90 New
CG
66
Cutler Group
California
$2K +$2.11K +96 New
HR
67
Howe & Rusling
New York
$1K – – –
WEC
68
Winslow Evans & Crocker
Massachusetts
$900 -$66 -3 -7%
CCMG
69
Clark Capital Management Group
Pennsylvania
– -$7.03M -303,555 Closed
VKH
70
Virtu KCG Holdings
New York
– -$1M -43,170 Closed
BAM
71
Bruderman Asset Management
New York
– -$487K -21,018 Closed
MWM
72
Merriman Wealth Management
Washington
– -$403K -17,700 Closed
BCI
73
Brinker Capital Investments
Pennsylvania
– -$278K -12,000 Closed
RIA
74
Regal Investment Advisors
Michigan
– -$229K -9,897 Closed
CCM
75
Condor Capital Management
New Jersey
– -$229K -9,894 Closed
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