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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
SWM
76
Segment Wealth Management
Texas
$203K -$27.6K -700 -12%
CS
77
Credit Suisse
Switzerland
$200K -$468K -11,868 -69%
HA
78
HYA Advisors
Missouri
$200K +$1.02K +26 +0.5%
PCM
79
Pinz Capital Management
New York
$185K +$193K +4,900 New
ASBI
80
American State Bank (Iowa)
Iowa
$178K -$9.46K -240 -5%
William Blair & Company
81
William Blair & Company
Illinois
$169K
BAM
82
Belpointe Asset Management
Nevada
$134K -$31.2K -791 -18%
Citigroup
83
Citigroup
New York
$121K +$110K +2,786 +660%
Bessemer Group
84
Bessemer Group
New Jersey
$114K
CA
85
CoreCap Advisors
Michigan
$95K +$98.8K +2,506 New
GFPC
86
Global Financial Private Client
Florida
$81.9K -$15.3K -387 -15%
CT
87
Cambridge Trust
Massachusetts
$79K
US Bancorp
88
US Bancorp
Minnesota
$75K
IA
89
IFP Advisors
Florida
$68K
APA
90
American Portfolios Advisors
New York
$48.1K -$204K -5,172 -80%
AF
91
Arrow Financial
New York
$48K
LDFR
92
Lehman & Derafelo Financial Resources
Pennsylvania
$34K +$35.5K +900 New
SIS
93
Sound Income Strategies
Florida
$26K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$25K
BA
95
Bivin & Associates
Oklahoma
$22K
MA
96
MCF Advisors
Kentucky
$22K
MCC
97
Money Concepts Capital
Florida
$21K -$3.15K -80 -13%
CIA
98
Choate Investment Advisors
Massachusetts
$21K
HI
99
Harbour Investments
Wisconsin
$21K +$21.6K +549 New
SPIA
100
Steward Partners Investment Advisory
New York
$20K +$39 +1 +0.2%

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.