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State Street SPDR S&P Bank ETF

243 hedge funds and large institutions have $951M invested in State Street SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.6% less ownership

Funds ownership: 51.85%49.25% (-2.6%)

5% less funds holding

Funds holding: 257243 (-14)

13% less capital invested

Capital invested by funds: $1.1B → $951M (-$145M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

67% less call options, than puts

Call options by funds: $47M | Put options by funds: $144M

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
251
Balyasny Asset Management
Illinois
-$873K -19,887 Closed
TC
252
Telemus Capital
Michigan
-$534K -12,173 Closed
Northern Trust
253
Northern Trust
Illinois
-$517K -11,780 Closed
MMA
254
Miracle Mile Advisors
California
-$414K -9,425 Closed
AIFAIM
255
American Institute for Advanced Investment Management
Arizona
-$346K -7,887 Closed
VWM
256
Venturi Wealth Management
Texas
-$329K -7,500 Closed
Loomis, Sayles & Company
257
Loomis, Sayles & Company
Massachusetts
-$327K -7,461 Closed
CW
258
CreativeOne Wealth
Kansas
-$320K -7,285 Closed
LWM
259
Laidlaw Wealth Management
New York
-$298K -6,790 Closed
VAG
260
VisionPoint Advisory Group
Texas
-$322K -6,336 Closed
LFP
261
Leeward Financial Partners
Washington
-$272K -6,203 Closed
IWA
262
Intercontinental Wealth Advisors
Texas
-$252K -5,732 Closed
PPW
263
Parcion Private Wealth
Washington
-$224K -4,813 Closed
CA
264
CoreCap Advisors
Michigan
-$201K -4,577 Closed
BW
265
Bison Wealth
Georgia
-$80K -1,821 Closed
FF
266
FourThought Financial
Florida
-$56K -1,280 Closed
JPLA
267
Joseph P. Lucia & Associates
New York
-$15K -350 Closed
AA
268
Ancora Advisors
Ohio
-$11K -250 Closed
WOSD
269
WFA of San Diego
California
-$9K -215 Closed
CI
270
CX Institutional
Indiana
-$9K -209 Closed
AW
271
ACG Wealth
Georgia
-$8K -190 Closed
EDRH
272
Edmond de Rothschild Holding
Switzerland
-$7K -170 Closed
CPFP
273
Clear Perspectives Financial Planning
Ohio
-$7K -160 Closed
FA
274
Fortis Advisors
Pennsylvania
-$7.18K -151 Closed
MPCG
275
Matrix Private Capital Group
New York
-$2K -53 Closed

KBE Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2022, worth a combined $951M — down 13% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KBE and 25 opened new positions — a net loss of 11 holders — while 82 trimmed existing stakes and 65 added.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $17.8M. The largest seller was JP Morgan Chase, cutting an estimated $69.4M.

  • 243 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $951M of State Street SPDR S&P Bank ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2022 and 36 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2022 was Bank Hapoalim BM, an estimated $17.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2022 was JP Morgan Chase, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2022.