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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
Morgan Stanley
1
Morgan Stanley
New York
$130M +$79.2M +2,010,181 +142%
Goldman Sachs
2
Goldman Sachs
New York
$103M +$24.2M +614,749 +29%
FMI
3
Factory Mutual Insurance
Massachusetts
$52.9M -$63.5M -1,611,200 -54%
Bank of America
4
Bank of America
North Carolina
$32M +$18.7M +474,196 +128%
MIH
5
Meitav Investment House
Israel
$21.5M +$21.8M +553,774 +2,785%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.2M +$20.6M +521,568 +4,249%
KCM
7
Karp Capital Management
California
$16M +$8.45M +214,490 +103%
LPL Financial
8
LPL Financial
California
$15.7M +$10.5M +266,698 +179%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$11.5M +$2.1M +53,200 +21%
SG Americas Securities
10
SG Americas Securities
New York
$9.46M +$9.85M +250,000 New
JP Morgan Chase
11
JP Morgan Chase
New York
$8.97M +$6.48M +164,378 +226%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.48M
CPA
13
Capital Planning Advisors
California
$6.06M +$6.31M +160,032 New
Ameriprise
14
Ameriprise
Minnesota
$5.93M +$4.43M +112,460 +183%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.46M +$4.77M +120,915 +515%
CCMG
16
Clark Capital Management Group
Pennsylvania
$4.95M +$3.21M +81,509 +166%
AC
17
Avestar Capital
New York
$4.52M +$641K +16,277 +16%
UBS Group
18
UBS Group
Switzerland
$4.38M +$3.18M +80,599 +230%
Wells Fargo
19
Wells Fargo
California
$4M +$878K +22,286 +27%
Barclays
20
Barclays
United Kingdom
$3.79M
TSWM
21
Triangle Securities Wealth Management
North Carolina
$3.5M +$52.8K +1,340 +1%
JE
22
JMAC Enterprises
Pennsylvania
$3.29M -$5.12K -130 -0.1%
TRCT
23
Tower Research Capital (TRC)
New York
$3.07M +$302K +7,652 +10%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.98M +$2.1M +53,225 +209%
AIC
25
Ayalon Insurance Company
Israel
$2.46M

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.