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State Street SPDR S&P Insurance ETF

149 hedge funds and large institutions have $719M invested in State Street SPDR S&P Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

16% more capital invested

Capital invested by funds: $621M → $719M (+$97.5M)

9% more funds holding

Funds holding: 137149 (+12)

9.76% less ownership

Funds ownership: 85.61%75.85% (-9.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

82% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $32.2M

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
48
Reduced
40
Closed
22
Calls
$5.64M
Puts
$32.2M
Net Calls
-$26.5M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$169M +$13.3M +248,015 +9%
Goldman Sachs
2
Goldman Sachs
New York
$84.2M -$34.1M -634,552 -30%
Morgan Stanley
3
Morgan Stanley
New York
$54.6M +$7.1M +132,062 +16%
UBS Group
4
UBS Group
Switzerland
$38.3M +$11M +204,754 +44%
FMI
5
Factory Mutual Insurance
Massachusetts
$34.9M
LPL Financial
6
LPL Financial
California
$30.9M +$9.09M +169,020 +45%
Ameriprise
7
Ameriprise
Minnesota
$25.6M +$3M +55,865 +14%
Bank of America
8
Bank of America
North Carolina
$24.8M -$1.68M -31,240 -7%
Two Sigma Investments
9
Two Sigma Investments
New York
$21.3M +$19.5M +362,200 +2,945%
MCM
10
Moore Capital Management
New York
$19.8M +$18.8M +349,175 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$18.8M -$9.08M -168,830 -34%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$13M +$12.3M +228,900 New
RJA
13
Raymond James & Associates
Florida
$11.2M +$1.53M +28,392 +17%
Wells Fargo
14
Wells Fargo
California
$9.45M +$1.5M +27,842 +20%
Millennium Management
15
Millennium Management
New York
$8.41M +$7.54M +140,294 +1,773%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.3M +$2.99M +55,553 +61%
CPA
17
Capital Planning Advisors
California
$7.87M +$38.6K +717 +0.5%
CWM
18
Chicago Wealth Management
Illinois
$7.63M +$149K +2,772 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$7.2M +$1.02M +18,989 +18%
KWM
20
Kingsview Wealth Management
Oregon
$6.83M -$538 -10 -0%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$5.89M +$2.74M +51,026 +97%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$5.6M +$4.99M +92,877 +1,609%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.33M +$682K +12,677 +16%
SSA
24
Schonfeld Strategic Advisors
New York
$5.06M +$4.27M +79,334 +800%
SFI
25
SPC Financial Inc
Maryland
$4.75M +$4.5M +83,652 New

KIE Hedge Fund Activity: Q3 2024 in Review

149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q3 2024, worth a combined $719M — up 16% from $621M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KIE positions and 22 closed out — a net gain of 13 holders — while 48 added to existing stakes and 40 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $19.5M. The largest seller was Citigroup, cutting an estimated $34.2M.

  • 149 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $719M of State Street SPDR S&P Insurance ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Insurance ETF positions in Q3 2024 and 22 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $19.5M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q3 2024 was Citigroup, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2024.