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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
IA
176
IFP Advisors
Florida
$57K -$316K -7,367 -85%
ME
177
McIlrath & Eck
Washington
$49K
LWA
178
Lenox Wealth Advisors
New York
$48K +$49.4K +1,153 New
GWA
179
Guidant Wealth Advisors
Illinois
$43K
WF
180
WealthTrust Fairport
Ohio
$42K +$42.9K +1,000 New
WCM
181
WealthBridge Capital Management
Ohio
$36K
RIA
182
Realta Investment Advisors
Delaware
$36K +$37.3K +871 New
S
183
SignatureFD
Georgia
$34K
SF
184
Synovus Financial
Georgia
$34K +$34.5K +805 New
PCG
185
Private Capital Group
Connecticut
$33K -$986 -23 -3%
MA
186
MUFG Americas
New York
$32K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$31K -$23.6K -551 -48%
KL
188
KWMG LLC
Kansas
$28K
LWCFA
189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
NFG
190
Next Financial Group
Texas
$23K -$38.1K -888 -62%
NFH
191
NEXT Financial Holdings
Texas
$23K +$23.6K +550 New
CTC
192
Central Trust Company
Missouri
$21K -$12.3K -287 -36%
OC
193
Oakworth Capital
Alabama
$21K
AIC
194
Ameritas Investment Company
Nebraska
$15K -$31.8K -741 -67%
SEI Investments
195
SEI Investments
Pennsylvania
$15K -$2.4K -56 -9%
WPA
196
West Paces Advisors
Georgia
$14.2K
JHCP
197
Jackson Hole Capital Partners
Oklahoma
$14K
BWA
198
BDO Wealth Advisors
Florida
$13K
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$13K
KTC
200
Kistler-Tiffany Companies
Pennsylvania
$9K

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.