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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
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$307K +$2.85K +60 +0.9%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$306K -$4.75K -100 -1%
AWM
128
AE Wealth Management
Kansas
$299K -$991K -20,851 -76%
EFS
129
Essex Financial Services
Connecticut
$293K -$4.75K -100 -1%
LCS
130
Levin Capital Strategies
New York
$292K
CAG
131
Csenge Advisory Group
Florida
$286K +$307K +6,459 New
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$281K +$23.7K +498 +9%
DDPIC
133
Deroy & Devereaux Private Investment Counsel
Michigan
$275K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$261K +$280K +5,888 New
GSC
135
Ground Swell Capital
South Carolina
$260K +$279K +5,879 New
LP
136
LGL Partners
Pennsylvania
$259K +$1.66K +35 +0.6%
DCM
137
Dimension Capital Management
Florida
$257K
Vontobel Holding
138
Vontobel Holding
Switzerland
$257K
Cerity Partners
139
Cerity Partners
New York
$256K -$10.2K -215 -4%
AC
140
Aristides Capital
Kentucky
$255K
FHA
141
Flagship Harbor Advisors
Massachusetts
$252K -$21.5K -453 -7%
AWS
142
Atria Wealth Solutions
New York
$250K +$8.65K +182 +3%
MA
143
Mutual Advisors
Nebraska
$242K -$20.7K -435 -7%
PCM
144
Poehling Capital Management
Wisconsin
$241K
TWM
145
TMD Wealth Management
Arizona
$237K +$254K +5,349 New
CA
146
Cetera Advisors
Colorado
$236K -$998 -21 -0.4%
SCM
147
SOL Capital Management
Maryland
$236K
APP
148
Avantax Planning Partners
Iowa
$235K
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$233K -$83.9K -1,766 -25%
MIG
150
McGuire Investment Group
Rhode Island
$230K

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.