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State Street SPDR S&P Insurance ETF
KIE

113 hedge funds and large institutions have $425M invested in State Street SPDR S&P Insurance ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

6% more funds holding

Funds holding: 107 → 113 (+6)

2% more capital invested

Capital invested by funds: $415M → $425M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

7.29% less ownership

Funds ownership: 93.44% → 86.15% (-7.3%)

81% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $7.68M

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
29
Reduced
32
Closed
14
Calls
$1.46M
Puts
$7.68M
Net Calls
-$6.22M
Net Calls Change
-$7.06M

Top Buyers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$9.03M
2
RWP
RWA Wealth Partners
Massachusetts
+$5.36M
3
AC
Avestar Capital
New York
+$4.15M
4
AIC
Ayalon Insurance Company
Israel
+$2.62M
5
HF
HRT Financial
New York
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16.8M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.1M
3
FMI
Factory Mutual Insurance
Massachusetts
-$3.31M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.3M
5
EF
Empowered Funds
Pennsylvania
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$204K +$196K +4,864 New
SCM
77
Southport Capital Management
Tennessee
$201K +$193K +4,793 New
CFGS
78
Concourse Financial Group Securities
Alabama
$198K +$168K +4,168 +782%
Simplex Trading
79
Simplex Trading
Illinois
$192K -$638K -15,835 -78%
William Blair & Company
80
William Blair & Company
Illinois
$188K – – –
BAM
81
Belpointe Asset Management
Nevada
$182K +$174K +4,328 New
Bessemer Group
82
Bessemer Group
New Jersey
$126K – – –
GFPC
83
Global Financial Private Client
Florida
$107K -$632K -15,687 -86%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$106K +$52.4K +1,300 +109%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$95K -$4.92K -122 -5%
CT
86
Cambridge Trust
Massachusetts
$87K +$83.6K +2,075 New
US Bancorp
87
US Bancorp
Minnesota
$83K – – –
CCA
88
Catalyst Capital Advisors
New York
$70K +$67K +1,664 New
IA
89
IFP Advisors
Florida
$68K +$60.4K +1,500 +202%
AWM
90
Accel Wealth Management
Iowa
$61K +$57.7K +1,432 New
BFC
91
Bedel Financial Consulting
Indiana
$56K – – –
MPCG
92
Matrix Private Capital Group
New York
$56K – – –
AF
93
Arrow Financial
New York
$53K – – –
T
94
TCWP
Ohio
$41K +$40K +994 New
Optiver Holding
95
Optiver Holding
Netherlands
$36K -$2.34K -58 -6%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$32.8K – – –
SIS
97
Sound Income Strategies
Florida
$29K – – –
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$28K – – –
MCC
99
Money Concepts Capital
Florida
$26K +$25K +620 New
BA
100
Bivin & Associates
Oklahoma
$25K – – –
1 2 3
4
5

KIE Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q1 2022, worth a combined $425M — up 2.4% from $415M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KIE positions and 14 closed out — a net gain of 9 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $9.03M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 113 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Insurance ETF stock for Q1 2022, up 2.4% quarter-over-quarter.
  • 23 funds opened new State Street SPDR S&P Insurance ETF positions in Q1 2022 and 14 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.03M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q1 2022 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2022.