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State Street SPDR S&P Bank ETF

186 hedge funds and large institutions have $775M invested in State Street SPDR S&P Bank ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

45% more capital invested

Capital invested by funds: $535M → $775M (+$240M)

9% more funds holding

Funds holding: 170186 (+16)

3.28% more ownership

Funds ownership: 55.36%58.64% (+3.3%)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

64% less call options, than puts

Call options by funds: $80.3M | Put options by funds: $223M

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
52
Reduced
55
Closed
28
Calls
$80.3M
Puts
$223M
Net Calls
-$143M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
101
Abbot Financial Management
Massachusetts
$253K +$242K +8,027 New
SCM
102
SOL Capital Management
Maryland
$244K -$150K -4,980 -39%
DWT
103
Dorsey & Whitney Trust
South Dakota
$243K
PAG
104
Private Advisor Group
New Jersey
$243K +$233K +7,706 New
CWP
105
CFM Wealth Partners
Texas
$230K -$72.1K -2,389 -25%
RT
106
Rockland Trust
Massachusetts
$219K -$136K -4,492 -39%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$219K -$46.9K -1,553 -18%
SC
108
SouthState Corp
Florida
$218K -$123K -4,091 -37%
BPC
109
Banque Pictet & Cie
Switzerland
$218K +$208K +6,900 New
FAM
110
Formidable Asset Management
Ohio
$218K +$211K +7,000 New
LCS
111
Levin Capital Strategies
New York
$208K +$199K +6,600 New
EWF
112
Epstein & White Financial
California
$207K +$198K +6,543 New
JIP
113
Jaffetilchin Investment Partners
Florida
$200K -$244K -8,087 -56%
EW
114
Evoke Wealth
California
$158K -$118K -3,900 -44%
QCG
115
Quadrant Capital Group
Ohio
$151K +$85.6K +2,834 +146%
HPC
116
HM Payson & Co
Maine
$150K
CFG
117
Citizens Financial Group
Rhode Island
$147K +$513 +17 +0.4%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$135K -$198K -6,550 -60%
CAN
119
Cetera Advisor Networks
California
$135K +$129K +4,279 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$129K +$2.44K +81 +2%
CAM
121
CenterStar Asset Management
Illinois
$125K
SFS
122
Sowell Financial Services
Arkansas
$113K -$358K -11,854 -77%
CG
123
Cutler Group
California
$103K -$1.16M -38,512 -92%
EDRH
124
Edmond de Rothschild Holding
Switzerland
$95K +$90.6K +3,000 New
BW
125
Bison Wealth
Georgia
$92K

KBE Hedge Fund Activity: Q2 2020 in Review

186 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q2 2020, worth a combined $775M — up 45% from $535M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KBE positions and 28 closed out — a net gain of 16 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $55.5M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $12M.

  • 186 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $775M of State Street SPDR S&P Bank ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P Bank ETF positions in Q2 2020 and 28 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q2 2020 was Migdal Insurance & Financial Holdings, an estimated $55.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q2 2020 was Mivtachim The Workers Social Insurance Fund, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.