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State Street SPDR S&P Bank ETF

282 hedge funds and large institutions have $1.92B invested in State Street SPDR S&P Bank ETF in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 20

62% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 52

55% more capital invested

Capital invested by funds: $1.24B → $1.92B (+$682M)

36% more funds holding

Funds holding: 208282 (+74)

0.92% more ownership

Funds ownership: 49.28%50.2% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

55% less call options, than puts

Call options by funds: $176M | Put options by funds: $392M

Holders
282
Holders Change
+74
Holders Change %
+35.58%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
97
Increased
84
Reduced
52
Closed
20
Calls
$176M
Puts
$392M
Net Calls
-$216M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
26
AMP Capital Investors
Australia
$10.7M -$10.6M -217,109 -51%
Ameriprise
27
Ameriprise
Minnesota
$10.7M +$577K +11,832 +6%
JCM
28
Janney Capital Management
Pennsylvania
$10.3M +$9.68M +198,556 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$10.3M +$7.77M +159,507 +409%
Fidelity International
30
Fidelity International
Bermuda
$10.2M +$9.51M +195,192 New
PR
31
Payden & Rygel
California
$9.12M +$1.56M +32,108 +22%
Stifel Financial
32
Stifel Financial
Missouri
$8.98M +$355K +7,294 +4%
DHFB
33
Dixon Hubard Feinour & Brown
Virginia
$8.92M +$8.38M +171,930 New
CCMG
34
Clark Capital Management Group
Pennsylvania
$7.55M +$5.58M +114,515 +370%
RWP
35
RWA Wealth Partners
Massachusetts
$6.82M -$1.1M -22,541 -15%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$6.06M +$1.3M +26,685 +30%
VRM
37
Vectors Research Management
New York
$5.76M +$4.04K +83 +0.1%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$5.75M +$3.82M +78,434 +242%
CM
39
Churchill Management
California
$5.15M +$4.83M +99,197 New
HC
40
HNP Capital
New York
$4.92M -$10.9K -224 -0.2%
Truist Financial
41
Truist Financial
North Carolina
$4.78M +$2.33M +47,860 +108%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$4.67M +$736K +15,105 +20%
Osaic Holdings
43
Osaic Holdings
Arizona
$4.5M +$3.46M +70,966 +447%
OR
44
Olympiad Research
Connecticut
$4.35M +$4.08M +83,806 New
SSB
45
Sandy Spring Bank
Maryland
$4.16M -$95.9K -1,968 -2%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$4.14M -$274K -5,623 -7%
Citadel Advisors
47
Citadel Advisors
Florida
$4.12M +$3.07M +63,084 +385%
PMG
48
ProVise Management Group
Florida
$4.01M +$3.77M +77,382 New
UR
49
USCA RIA
Texas
$3.89M +$3.65M +74,993 New
RJA
50
Raymond James & Associates
Florida
$3.82M +$247K +5,065 +7%

KBE Hedge Fund Activity: Q1 2021 in Review

282 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q1 2021, worth a combined $1.92B — up 55% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new KBE positions and 20 closed out — a net gain of 77 holders — while 84 added to existing stakes and 52 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $118M. The largest seller was Clal Insurance, cutting an estimated $94.4M.

  • 282 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q1 2021, up from 208 in Q4 2020.
  • Funds reported $1.92B of State Street SPDR S&P Bank ETF stock for Q1 2021, up 55% quarter-over-quarter.
  • 97 funds opened new State Street SPDR S&P Bank ETF positions in Q1 2021 and 20 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q1 2021 was Schroder Investment Management Group, an estimated $118M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q1 2021 was Clal Insurance, an estimated $94.4M sold.

Based on aggregated 13F filings for Q1 2021.