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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
CFGS
101
Concourse Financial Group Securities
Alabama
$19K -$166K -4,208 -90%
AWM
102
Accel Wealth Management
Iowa
$18K -$37.4K -948 -66%
Amundi
103
Amundi
France
$15K
CG
104
Cutler Group
California
$15K +$15.8K +400 New
HIA
105
Harbor Investment Advisory
Maryland
$11K
FHA
106
First Horizon Advisors
Tennessee
$10K +$10.7K +271 New
NSIM
107
North Star Investment Management
Illinois
$4K
TCWM
108
Total Clarity Wealth Management
Illinois
$4K +$4.33K +110 New
UWM
109
Urban Wealth Management
California
$3K +$2.88K +73 New
AF
110
Allworth Financial
California
$2K
NFSG
111
Newbridge Financial Services Group
Florida
$2K
FWM
112
Focused Wealth Management
New York
$1K -$197 -5 -19%
BL
113
Balentine LLC
Georgia
$1K
FFA
114
Founders Financial Alliance
North Carolina
$1K
BEI
115
Benjamin Edwards Inc
Missouri
$1K +$1.02K +26 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$96
EF
117
Empowered Funds
Pennsylvania
-$9.64M -229,420 Closed
Millennium Management
118
Millennium Management
New York
-$8.04M -191,403 Closed
RWP
119
RWA Wealth Partners
Massachusetts
-$5.59M -132,988 Closed
WEG
120
World Equity Group
Illinois
-$855K -20,335 Closed
OC
121
Oppenheimer & Co
New York
-$811K -19,295 Closed
BCM
122
Brookstone Capital Management
Illinois
-$599K -14,396 Closed
Renaissance Technologies
123
Renaissance Technologies
New York
-$597K -14,200 Closed
Jane Street
124
Jane Street
New York
-$393K -9,359 Closed
IWM
125
IHT Wealth Management
Illinois
-$311K -7,395 Closed

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.