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State Street SPDR S&P Bank ETF

163 hedge funds and large institutions have $709M invested in State Street SPDR S&P Bank ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.68% more ownership

Funds ownership: 58.64%60.32% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $775M → $709M (-$65.1M)

12% less funds holding

Funds holding: 186163 (-23)

13% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 54

43% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 51

56% less call options, than puts

Call options by funds: $121M | Put options by funds: $274M

Holders
163
Holders Change
-23
Holders Change %
-12.37%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
47
Reduced
54
Closed
51
Calls
$121M
Puts
$274M
Net Calls
-$153M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$31K
ME
127
McIlrath & Eck
Washington
$29K
RIM
128
Rockbridge Investment Management
New York
$27K
SWM
129
Sugarloaf Wealth Management
Georgia
$27K +$93 +3 +0.3%
EP
130
Eudaimonia Partners
Tennessee
$27K +$280 +9 +1%
FWM
131
Focused Wealth Management
New York
$24K -$2.92K -94 -10%
CMA
132
Cedar Mountain Advisors
Oregon
$23K -$6.97K -224 -22%
WT
133
Washington Trust
Rhode Island
$23K
DSC
134
Duncker Streett & Co
Missouri
$22K
GRP
135
Global Retirement Partners
California
$21K +$13.6K +437 +154%
TRCT
136
Tower Research Capital (TRC)
New York
$17K -$1.5M -48,178 -99%
CWC
137
Carolinas Wealth Consulting
North Carolina
$16K +$156 +5 +0.9%
IA
138
IFP Advisors
Florida
$15K -$66K -2,120 -80%
PFS
139
Prospera Financial Services
Texas
$15K +$15.6K +500 New
NFSG
140
Newbridge Financial Services Group
Florida
$13K +$13.6K +436 New
CTC
141
Central Trust Company
Missouri
$12K
PA
142
Parallel Advisors
California
$12K
BBHC
143
Brown Brothers Harriman & Co
New York
$11K -$62.2K -2,000 -84%
HWA
144
HCR Wealth Advisors
California
$11K
HI
145
Hudock Inc
Pennsylvania
$10K -$15.8K -509 -59%
JAWM
146
J. Arnold Wealth Management
Ohio
$9K +$9.36K +301 New
AAP
147
Arax Advisory Partners
Colorado
$7K +$93 +3 +1%
HNB
148
Huntington National Bank
Ohio
$6K
KTC
149
Kistler-Tiffany Companies
Pennsylvania
$6K
SBL
150
Sargent Bickham Lagudis
Colorado
$6K

KBE Hedge Fund Activity: Q3 2020 in Review

163 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2020, worth a combined $709M — down 8.4% from $775M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of KBE and 29 opened new positions — a net loss of 22 holders — while 54 trimmed existing stakes and 47 added.

The largest buyer was EJF Capital, opening a new position worth an estimated $46.7M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $58M sold.

  • 163 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2020, down from 186 in Q2 2020.
  • Funds reported $709M of State Street SPDR S&P Bank ETF stock for Q3 2020, down 8.4% quarter-over-quarter.
  • 29 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2020 and 51 closed out, a net change of -22 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2020 was EJF Capital, an estimated $46.7M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $58M sold.

Based on aggregated 13F filings for Q3 2020.