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State Street SPDR S&P Insurance ETF

118 hedge funds and large institutions have $477M invested in State Street SPDR S&P Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $323M → $477M (+$155M)

41% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $3.6M

31.93% more ownership

Funds ownership: 71.37%103.3% (+32%)

8% less funds holding

Funds holding: 128118 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

33% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
28
Reduced
42
Closed
34
Calls
$5.07M
Puts
$3.6M
Net Calls
+$1.47M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$228K +$8.13K +204 +4%
SWM
77
Segment Wealth Management
Texas
$220K
CPRC
78
Consolidated Portfolio Review Corp
New York
$217K +$212K +5,312 New
IWM
79
IHT Wealth Management
Illinois
$214K +$4.34K +109 +2%
HI
80
HBK Investments
Texas
$212K -$4.93M -123,747 -96%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$209K -$1.54M -38,758 -88%
TL
82
Tradewinds LLC
North Carolina
$203K -$10.9K -274 -5%
ASBI
83
American State Bank (Iowa)
Iowa
$198K -$3.78K -95 -2%
William Blair & Company
84
William Blair & Company
Illinois
$182K -$996 -25 -0.6%
MCM
85
Manchester Capital Management
Vermont
$123K +$119K +3,000 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$119K +$15.9K +400 +16%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$114K -$185K -4,650 -63%
US Bancorp
88
US Bancorp
Minnesota
$96.7K +$15.5K +388 +20%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$94.1K -$771K -19,367 -84%
CT
90
Cambridge Trust
Massachusetts
$84.8K
NA
91
NewEdge Advisors
Louisiana
$61.9K -$1.87K -47 -3%
BL
92
Balentine LLC
Georgia
$52.8K
AF
93
Arrow Financial
New York
$51.5K
EWA
94
EverSource Wealth Advisors
Alabama
$40.9K +$13.9K +350 +54%
IA
95
IFP Advisors
Florida
$30.9K +$597 +15 +2%
MPCG
96
Matrix Private Capital Group
New York
$21.7K -$77K -1,934 -78%
ACA
97
Aptus Capital Advisors
Alabama
$20.4K
SPIA
98
Steward Partners Investment Advisory
New York
$18.2K
Amundi
99
Amundi
France
$16.4K
HIA
100
Harbor Investment Advisory
Maryland
$11.4K

KIE Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q2 2023, worth a combined $477M — up 48% from $323M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of KIE and 24 opened new positions — a net loss of 10 holders — while 42 trimmed existing stakes and 28 added.

The largest buyer was JP Morgan Chase, adding an estimated $91.8M. The largest seller was LPL Financial, cutting an estimated $13.2M.

  • 118 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q2 2023, down from 128 in Q1 2023.
  • Funds reported $477M of State Street SPDR S&P Insurance ETF stock for Q2 2023, up 48% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Insurance ETF positions in Q2 2023 and 34 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $91.8M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q2 2023 was LPL Financial, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2023.