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State Street SPDR S&P Insurance ETF

117 hedge funds and large institutions have $528M invested in State Street SPDR S&P Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $425M → $528M (+$103M)

10.59% more ownership

Funds ownership: 86.15%96.73% (+11%)

4% more funds holding

Funds holding: 113117 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
44
Reduced
21
Closed
16
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$583K +$405K +10,265 +199%
MIAN
52
Mariner Independent Advisor Network
Kansas
$571K +$588K +14,928 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$548K +$5K +127 +0.9%
EIP
54
Ellis Investment Partners
Pennsylvania
$545K +$13.8K +349 +2%
BS
55
Boenning & Scattergood
Pennsylvania
$505K -$16.7K -424 -3%
TFA
56
Toth Financial Advisory
Virginia
$497K +$552 +14 +0.1%
MPCG
57
Matrix Private Capital Group
New York
$391K +$355K +8,999 +677%
AWA
58
Arkadios Wealth Advisors
Georgia
$381K -$109K -2,768 -22%
HighTower Advisors
59
HighTower Advisors
Illinois
$352K +$73.9K +1,874 +25%
Truist Financial
60
Truist Financial
North Carolina
$351K +$38.5K +976 +12%
Prudential Financial
61
Prudential Financial
New Jersey
$346K +$362K +9,197 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$345K -$14K -356 -4%
CPC
63
Cookson Peirce & Co
Pennsylvania
$333K +$346K +8,790 New
1832 Asset Management
64
1832 Asset Management
Ontario, Canada
$323K
LWM
65
Laidlaw Wealth Management
New York
$272K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$261K -$5.04K -128 -2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$259K +$49.6K +1,258 +23%
NFP
68
Narus Financial Partners
Utah
$250K
CA
69
Cetera Advisors
Colorado
$244K +$25.3K +642 +11%
KWM
70
Keebeck Wealth Management
Illinois
$239K
SWA
71
Stratos Wealth Advisors
Ohio
$228K +$237K +6,025 New
OPS
72
Orion Portfolio Solutions
Nebraska
$222K +$39.6K +1,005 +21%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$217K +$138K +3,494 +154%
HWM
74
HB Wealth Management
Georgia
$206K
BWFA
75
Baltimore-Washington Financial Advisors
Maryland
$204K -$61.6K -1,562 -22%

KIE Hedge Fund Activity: Q2 2022 in Review

117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q2 2022, worth a combined $528M — up 24% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KIE positions and 16 closed out — a net gain of 5 holders — while 44 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $79.2M. The largest seller was Factory Mutual Insurance, cutting an estimated $63.5M.

  • 117 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q2 2022, up from 113 in Q1 2022.
  • Funds reported $528M of State Street SPDR S&P Insurance ETF stock for Q2 2022, up 24% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P Insurance ETF positions in Q2 2022 and 16 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q2 2022 was Morgan Stanley, an estimated $79.2M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q2 2022 was Factory Mutual Insurance, an estimated $63.5M sold.

Based on aggregated 13F filings for Q2 2022.