We are live on ! Find out more
KIE icon

State Street SPDR S&P Insurance ETF

93 hedge funds and large institutions have $609M invested in State Street SPDR S&P Insurance ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.93% more ownership

Funds ownership: 79.35%85.28% (+5.9%)

0% more call options, than puts

Call options by funds: $819K | Put options by funds: $819K

9% less funds holding

Funds holding: 10293 (-9)

15% less capital invested

Capital invested by funds: $721M → $609M (-$112M)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
30
Reduced
36
Closed
21
Calls
$819K
Puts
$819K
Net Calls
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
HT
76
Heritage Trust
Oklahoma
$10K +$10.5K +342 New
RFA
77
Reilly Financial Advisors
California
$7K
SPIA
78
Steward Partners Investment Advisory
New York
$6K -$64.7K -2,109 -92%
AssetMark Inc
79
AssetMark Inc
California
$5K -$69.7M -2,271,815 -100%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$5K +$4.88K +159 New
JCM
81
Jacobi Capital Management
Pennsylvania
$3K -$1.04K -34 -27%
FMII
82
Farmers & Merchants Investments Inc
Nebraska
$3K
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$3K
SWP
84
Strategic Wealth Partners
Ohio
$2K
RFC
85
Regions Financial Corp
Alabama
$2K +$1.38K +45 +250%
QCIG
86
Quad-Cities Investment Group
Iowa
$2K +$1.93K +63 New
TFA
87
Transamerica Financial Advisors
Florida
$1K
IAS
88
IMA Advisory Services
Colorado
$1K +$645 +21 New
UBS AM
89
UBS AM
Illinois
$894 +$921 +30 New
AFNAS
90
American Financial Network Advisory Services
California
$326 -$31 -1 -13%
PP
91
Pension Partners
New York
$275 +$1.1K +36 +0.4%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
-$9.31M -300,000 Closed
Deutsche Bank
93
Deutsche Bank
Germany
-$4.34M -139,810 Closed
AL
94
Arnhold LLC
New York
-$4.34M -139,800 Closed
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
-$3.82M -123,078 Closed
BCM
96
Barometer Capital Management
Ontario, Canada
-$2.12M -68,400 Closed
Barclays
97
Barclays
United Kingdom
-$816K -26,300 Closed
CS
98
Credit Suisse
Switzerland
-$587K -18,928 Closed
SCM
99
Shelton Capital Management
Colorado
-$219K -7,050 Closed
AB
100
AT Bancorp
Iowa
-$206K -6,651 Closed

KIE Hedge Fund Activity: Q2 2018 in Review

93 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q2 2018, worth a combined $609M — down 15% from $721M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KIE and 12 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $30.9M. The largest seller was AssetMark Inc, cutting an estimated $69.7M.

  • 93 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q2 2018, down from 102 in Q1 2018.
  • Funds reported $609M of State Street SPDR S&P Insurance ETF stock for Q2 2018, down 15% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Insurance ETF positions in Q2 2018 and 21 closed out, a net change of -9 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $30.9M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q2 2018 was AssetMark Inc, an estimated $69.7M sold.

Based on aggregated 13F filings for Q2 2018.