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State Street SPDR S&P Insurance ETF

95 hedge funds and large institutions have $665M invested in State Street SPDR S&P Insurance ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $599M → $665M (+$66.5M)

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% more funds holding

Funds holding: 9495 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

49% less call options, than puts

Call options by funds: $556K | Put options by funds: $1.1M

141.29% less ownership

Funds ownership: 218.32%77.04% (-141%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
35
Reduced
29
Closed
19
Calls
$556K
Puts
$1.1M
Net Calls
-$543K
Net Calls Change
-$911K
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
51
Holt Capital Partners
Texas
$338K -$175K -5,700 -34%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$323K -$56.6K -1,844 -15%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$301K +$4.85K +158 +2%
GFPC
54
Global Financial Private Capital
Florida
$299K +$299K +9,744 New
IA
55
IFP Advisors
Florida
$294K +$123K +4,014 +72%
SCM
56
Shelton Capital Management
Colorado
$272K +$59.8K +1,950 +28%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$225K -$31.1K -1,012 -12%
William Blair & Company
58
William Blair & Company
Illinois
$224K +$5.74K +187 +3%
CF
59
Centaurus Financial
California
$222K +$222K +7,247 New
BRC
60
Bell Rock Capital
Delaware
$218K -$736 -24 -0.3%
Wolverine Trading
61
Wolverine Trading
Illinois
$210K +$210K +6,852 New
AB
62
AT Bancorp
Iowa
$204K -$105K -3,420 -34%
Citigroup
63
Citigroup
New York
$203K -$9.14K -298 -4%
AG
64
Advisor Group
Arizona
$175K +$18.4K +600 +12%
US Bancorp
65
US Bancorp
Minnesota
$158K +$72.9K +2,376 +86%
CAC
66
Certified Advisory Corp
Florida
$156K +$157K +5,110 New
TFO
67
Tarbox Family Office
California
$138K
APA
68
American Portfolios Advisors
New York
$128K +$128K +4,167 New
CG
69
Cutler Group
California
$123K +$124K +4,038 New
RWA
70
Ropes Wealth Advisors
Massachusetts
$92K +$92K +3,000 New
SWP
71
Stratos Wealth Partners
Ohio
$87K +$86.6K +2,822 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$85K -$1.1K -36 -1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$85K
VFA
74
Valeo Financial Advisors
Indiana
$40K
AF
75
Arrow Financial
New York
$39K

KIE Hedge Fund Activity: Q4 2017 in Review

95 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2017, worth a combined $665M — up 11% from $599M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KIE positions and 19 closed out — a net gain of 2 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $66.2M. The largest seller was Bank of America, cutting an estimated $18.9M.

  • 95 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2017, up from 94 in Q3 2017.
  • Funds reported $665M of State Street SPDR S&P Insurance ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2017 and 19 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q4 2017 was AssetMark Inc, an estimated $66.2M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q4 2017 was Bank of America, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2017.