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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
Morgan Stanley
1
Morgan Stanley
New York
$97.3M +$45.4M +1,139,496 +92%
JP Morgan Chase
2
JP Morgan Chase
New York
$96.6M +$91.8M +2,303,716 +3,809%
Goldman Sachs
3
Goldman Sachs
New York
$78.9M +$25.3M +635,445 +49%
FMI
4
Factory Mutual Insurance
Massachusetts
$46.3M -$4.52M -113,500 -9%
Bank of America
5
Bank of America
North Carolina
$27.3M +$5.65M +141,866 +27%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$13.4M +$10.2M +254,921 +353%
Marshall Wace
7
Marshall Wace
United Kingdom
$8.52M +$4.23M +106,208 +104%
LPL Financial
8
LPL Financial
California
$7.47M -$13.2M -331,566 -64%
Ameriprise
9
Ameriprise
Minnesota
$7.01M -$1.24M -31,107 -15%
CPA
10
Capital Planning Advisors
California
$5.72M -$578K -14,512 -9%
CWM
11
Chicago Wealth Management
Illinois
$5.37M -$55.8K -1,401 -1%
Citigroup
12
Citigroup
New York
$5.25M -$4.93M -123,836 -49%
SCM
13
Segantii Capital Management
Hong Kong
$4.31M +$4.2M +105,478 New
SG Americas Securities
14
SG Americas Securities
New York
$4.09M +$3.98M +100,018 New
Millennium Management
15
Millennium Management
New York
$4.06M +$885K +22,228 +29%
UBS Group
16
UBS Group
Switzerland
$3.61M +$66.4K +1,667 +2%
TSWM
17
Triangle Securities Wealth Management
North Carolina
$3.51M -$40.4K -1,014 -1%
JE
18
JMAC Enterprises
Pennsylvania
$3.39M +$86.2K +2,163 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.28M -$2.31M -57,977 -42%
AGM
20
Alpine Global Management
New York
$3.12M +$3.04M +76,318 New
Two Sigma Investments
21
Two Sigma Investments
New York
$2.97M +$2.9M +72,700 New
Lido Advisors
22
Lido Advisors
California
$2.83M +$216K +5,435 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.53M +$586K +14,717 +31%
Wells Fargo
24
Wells Fargo
California
$2.27M -$3.98K -100 -0.2%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.91M -$268K -6,736 -13%

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.