State Street SPDR S&P Insurance ETF
KIE
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.
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: 102 → 93 (-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: 2 → 1 (-1)
Top Buyers
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$69.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$40M |
| 3 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$21.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$9.31M |
| 5 |
AL
Arnhold LLC
New York
|
-$4.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NEIRG
101
New England Investment & Retirement Group
North Andover,
Massachusetts
| – | -$200K | -6,460 | Closed |
|
|
ACP
102
Aveo Capital Partners
Englewood,
Colorado
| – | -$200K | -6,436 | Closed |
|
|
AP
103
Advisors Preferred
Rockville,
Maryland
| – | -$62K | -2,007 | Closed |
|
|
SWP
104
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$44K | -1,422 | Closed |
|
|
IWM
105
IHT Wealth Management
Chicago,
Illinois
| – | -$17K | -573 | Closed |
|
|
APP
106
Avantax Planning Partners
Dubuque,
Iowa
| – | -$16K | -513 | Closed |
|
|
AWA
107
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$8K | -254 | Closed |
|
|
TL
108
TrueWealth LLC
Atlanta,
Georgia
| – | -$8K | -252 | Closed |
|
|
PFGIA
109
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$3K | -102 | Closed |
|
110
Simplex Trading
Chicago,
Illinois
| – | -$2K | -80 | Closed |
|
|
ASN
111
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -72 | Closed |
|
|
JWA
112
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$2K | -56 | Closed |
|
|
RFM
113
Royal Fund Management
Lady Lake,
Florida
| – | -$123 | -4 | -27% |
|
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.