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State Street SPDR S&P Insurance ETF

139 hedge funds and large institutions have $644M invested in State Street SPDR S&P Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $714K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

29% more capital invested

Capital invested by funds: $501M → $644M (+$143M)

5% more funds holding

Funds holding: 132139 (+7)

1.38% more ownership

Funds ownership: 86.23%87.6% (+1.4%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
34
Reduced
38
Closed
26
Calls
$4.29M
Puts
$714K
Net Calls
+$3.57M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$739K -$835K -19,024 -54%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$633K
EIP
53
Ellis Investment Partners
Pennsylvania
$631K +$2.2K +50 +0.4%
TFA
54
Toth Financial Advisory
Virginia
$626K +$659 +15 +0.1%
Mariner
55
Mariner
Kansas
$595K -$68.5K -1,559 -11%
1WM
56
1858 Wealth Management
Ohio
$587K +$570K +12,985 New
KFS
57
Kaizen Financial Strategies
California
$578K +$261K +5,950 +87%
CPC
58
Cookson Peirce & Co
Pennsylvania
$544K +$26.2K +597 +5%
BAAM
59
Baker Avenue Asset Management
California
$474K +$461K +10,488 New
ASFA
60
All Season Financial Advisors
Colorado
$474K +$192K +4,363 +71%
AWA
61
Arkadios Wealth Advisors
Georgia
$464K +$2.94K +67 +0.7%
SEIA
62
Signature Estate & Investment Advisors
California
$453K
GI
63
GAMCO Investors
Connecticut
$452K
HighTower Advisors
64
HighTower Advisors
Illinois
$449K -$13.7K -311 -3%
Prudential Financial
65
Prudential Financial
New Jersey
$421K -$98.2K -2,237 -19%
TFM
66
Trademark Financial Management
Minnesota
$407K +$395K +9,001 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$380K +$35.4K +807 +11%
BCM
68
Barometer Capital Management
Ontario, Canada
$369K -$683K -15,550 -66%
B
69
Bensler
Washington
$352K -$124K -2,814 -27%
PFA
70
Peak Financial Advisors
Colorado
$348K +$338K +7,698 New
FTS
71
Fifth Third Securities
Ohio
$341K -$10.5K -239 -3%
Two Sigma Investments
72
Two Sigma Investments
New York
$330K +$321K +7,300 New
CA
73
Cetera Advisors
Colorado
$322K -$45.9K -1,046 -13%
EWA
74
EP Wealth Advisors
California
$313K +$304K +6,928 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$305K +$31.8K +723 +12%

KIE Hedge Fund Activity: Q4 2023 in Review

139 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2023, worth a combined $644M — up 29% from $501M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KIE positions and 26 closed out — a net gain of 8 holders — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.5M. The largest seller was Bank of America, cutting an estimated $28.2M.

  • 139 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2023, up from 132 in Q3 2023.
  • Funds reported $644M of State Street SPDR S&P Insurance ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 34 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2023 and 26 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q4 2023 was Morgan Stanley, an estimated $50.5M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q4 2023 was Bank of America, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2023.