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State Street SPDR S&P Bank ETF

222 hedge funds and large institutions have $1.19B invested in State Street SPDR S&P Bank ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 97 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: 44 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 225222 (-3)

7.77% less ownership

Funds ownership: 64.69%56.92% (-7.8%)

26% less capital invested

Capital invested by funds: $1.62B → $1.19B (-$425M)

57% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 97

77% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $187M

Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
42
Reduced
97
Closed
36
Calls
$43.5M
Puts
$187M
Net Calls
-$144M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
151
Angeles Investment Advisors
California
$209K +$214K +5,000 New
CAC
152
Certified Advisory Corp
Florida
$197K +$557 +13 +0.3%
CFGS
153
Concourse Financial Group Securities
Alabama
$170K +$26.8K +625 +18%
GWM
154
Geneos Wealth Management
Colorado
$157K -$1.47M -34,310 -90%
BDWM
155
Brewin Dolphin Wealth Management
Ireland
$153K
AA
156
AlphaMark Advisors
Kentucky
$146K -$9.64K -225 -6%
ADL
157
Asset Dedication LLC
California
$139K
DSC
158
Duncker Streett & Co
Missouri
$136K +$129 +3 +0.1%
CFG
159
Citizens Financial Group
Rhode Island
$116K +$119K +2,772 New
ASN
160
Advisory Services Network
Georgia
$114K -$63.5K -1,481 -35%
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$110K +$17.5K +408 +18%
IC
162
Inscription Capital
Texas
$98K
JIR
163
James Investment Research
Ohio
$97K +$67.5K +1,575 +210%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$96K
ESB
165
Essex Savings Bank
Connecticut
$92K
FANJ
166
Financial Architects (New Jersey)
New Jersey
$92K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$85K -$5.23K -122 -6%
MFW
168
Mosaic Family Wealth
Missouri
$84K -$72.4K -1,688 -46%
BCA
169
Bray Capital Advisors
Florida
$78K
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.8K +$1.72K +40 +2%
TWA
171
TCI Wealth Advisors
Arizona
$76K
RFWA
172
RPg Family Wealth Advisory
Massachusetts
$66.1K
HI
173
Hudock Inc
Pennsylvania
$63K +$129 +3 +0.2%
BBHC
174
Brown Brothers Harriman & Co
New York
$63K +$64.3K +1,500 New
BCA
175
Berman Capital Advisors
Georgia
$62K

KBE Hedge Fund Activity: Q1 2019 in Review

222 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q1 2019, worth a combined $1.19B — down 26% from $1.62B a quarter earlier.

Fund positioning in KBE was balanced in Q1 2019: 36 funds opened new positions, 36 closed out, 42 added to existing stakes and 97 trimmed.

The largest buyer was Tibra Equities Europe, opening a new position worth an estimated $35.3M. The largest seller was Goldman Sachs, cutting an estimated $232M.

  • 222 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q1 2019, down from 225 in Q4 2018.
  • Funds reported $1.19B of State Street SPDR S&P Bank ETF stock for Q1 2019, down 26% quarter-over-quarter.
  • 36 funds opened new State Street SPDR S&P Bank ETF positions in Q1 2019 and 36 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q1 2019 was Tibra Equities Europe, an estimated $35.3M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q1 2019 was Goldman Sachs, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.