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State Street SPDR S&P Insurance ETF

136 hedge funds and large institutions have $450M invested in State Street SPDR S&P Insurance ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

192% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $528K

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

20% more funds holding

Funds holding: 113136 (+23)

5% more capital invested

Capital invested by funds: $427M → $450M (+$23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.95% less ownership

Funds ownership: 97.53%84.58% (-13%)

Holders
136
Holders Change
+23
Holders Change %
+20.35%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
39
Reduced
29
Closed
13
Calls
$1.54M
Puts
$528K
Net Calls
+$1.02M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$73.8M +$53.6M +1,327,919 +281%
Morgan Stanley
2
Morgan Stanley
New York
$53.2M -$61.2M -1,516,173 -54%
FMI
3
Factory Mutual Insurance
Massachusetts
$51.6M
Goldman Sachs
4
Goldman Sachs
New York
$51.4M -$13.4M -332,681 -21%
LPL Financial
5
LPL Financial
California
$20.7M +$3.95M +98,023 +24%
MMA
6
Miracle Mile Advisors
California
$17.5M +$17.2M +426,670 New
Bank of America
7
Bank of America
North Carolina
$17.4M -$47.1M -1,167,605 -73%
Citigroup
8
Citigroup
New York
$10.8M +$7.22M +179,091 +212%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.17M
Ameriprise
10
Ameriprise
Minnesota
$8.08M +$2.33M +57,838 +41%
CPA
11
Capital Planning Advisors
California
$7.69M -$208K -5,153 -3%
SWP
12
Strategic Wealth Partners
Ohio
$6.67M +$1.74M +43,224 +36%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.04M -$76K -1,883 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.67M -$5.91M -146,479 -51%
CWM
15
Chicago Wealth Management
Illinois
$5.23M +$5.16M +127,820 New
AC
16
Avestar Capital
New York
$5.21M +$187K +4,642 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.18M +$2.26M +56,023 +79%
CI
18
CX Institutional
Indiana
$4.61M +$1.82M +45,020 +67%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.45M +$2.09M +51,732 +91%
MFG
20
Merit Financial Group
Georgia
$4M +$329K +8,148 +9%
Wells Fargo
21
Wells Fargo
California
$3.8M +$942K +23,357 +34%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.74M +$1.33M +32,850 +56%
TSWM
23
Triangle Securities Wealth Management
North Carolina
$3.69M -$79.1K -1,962 -2%
JE
24
JMAC Enterprises
Pennsylvania
$3.48M -$157K -3,895 -4%
Lido Advisors
25
Lido Advisors
California
$2.62M +$85.5K +2,119 +3%

KIE Hedge Fund Activity: Q4 2022 in Review

136 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2022, worth a combined $450M — up 5.4% from $427M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new KIE positions and 13 closed out — a net gain of 26 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $53.6M. The largest seller was Morgan Stanley, cutting an estimated $61.2M.

  • 136 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2022, up from 113 in Q3 2022.
  • Funds reported $450M of State Street SPDR S&P Insurance ETF stock for Q4 2022, up 5.4% quarter-over-quarter.
  • 39 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2022 and 13 closed out, a net change of +26 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q4 2022 was UBS Group, an estimated $53.6M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q4 2022 was Morgan Stanley, an estimated $61.2M sold.

Based on aggregated 13F filings for Q4 2022.