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State Street SPDR S&P Bank ETF

211 hedge funds and large institutions have $2.12B invested in State Street SPDR S&P Bank ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

13% more funds holding

Funds holding: 186211 (+25)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3.12% more ownership

Funds ownership: 62.12%65.24% (+3.1%)

1% more capital invested

Capital invested by funds: $2.09B → $2.12B (+$26.7M)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

24% less call options, than puts

Call options by funds: $55.3M | Put options by funds: $72.6M

Holders
211
Holders Change
+25
Holders Change %
+13.44%
% of All Funds
5.25%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
48
Increased
61
Reduced
67
Closed
21
Calls
$55.3M
Puts
$72.6M
Net Calls
-$17.3M
Net Calls Change
-$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
176
Financial Architects (New Jersey)
New Jersey
$95K
CCMW
177
Cypress Capital Management (Wyoming)
Wyoming
$93.1K +$95.3K +2,165 New
IIC
178
Integrated Investment Consultants
Michigan
$88K
MFW
179
Mosaic Family Wealth
Missouri
$86K
TWA
180
TCI Wealth Advisors
Arizona
$78K
ASN
181
Advisory Services Network
Georgia
$76K +$78.1K +1,773 New
RFWA
182
RPg Family Wealth Advisory
Massachusetts
$68K +$69.7K +1,583 New
US Bancorp
183
US Bancorp
Minnesota
$61K
HIIFS
184
Harel Insurance Investments & Financial Services
Israel
$59K -$8.81K -200 -13%
IWM
185
IHT Wealth Management
Illinois
$57K +$41.8K +950 +238%
JIR
186
James Investment Research
Ohio
$54K
GWA
187
Guidant Wealth Advisors
Illinois
$43K
SF
188
Synovus Financial
Georgia
$43K
SPIA
189
Steward Partners Investment Advisory
New York
$42K
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
$40K +$40.5K +919 New
NCM
191
Nelson Capital Management
California
$30K +$30.6K +695 New
SBL
192
Sargent Bickham Lagudis
Colorado
$28K -$7.31K -166 -20%
EA
193
Edge Advisors
Georgia
$27K
TCM
194
Tradewinds Capital Management
Washington
$25K +$5.06K +115 +24%
CPIG
195
Chicago Partners Investment Group
Illinois
$24K
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K -$26.4K -600 -53%
OC
197
Oakworth Capital
Alabama
$21K
BBHC
198
Brown Brothers Harriman & Co
New York
$21K +$22K +500 New
SEI Investments
199
SEI Investments
Pennsylvania
$20K +$20.6K +467 New
LNB
200
Ledyard National Bank
$19K

KBE Hedge Fund Activity: Q1 2017 in Review

211 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q1 2017, worth a combined $2.12B — up 1.3% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KBE positions and 21 closed out — a net gain of 27 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $88.8M. The largest seller was AMP Capital Investors, cutting an estimated $164M.

  • 211 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q1 2017, up from 186 in Q4 2016.
  • Funds reported $2.12B of State Street SPDR S&P Bank ETF stock for Q1 2017, up 1.3% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P Bank ETF positions in Q1 2017 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q1 2017 was Bank of America, an estimated $88.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q1 2017 was AMP Capital Investors, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.