We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

186 hedge funds and large institutions have $775M invested in State Street SPDR S&P Bank ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

45% more capital invested

Capital invested by funds: $535M → $775M (+$240M)

9% more funds holding

Funds holding: 170186 (+16)

3.28% more ownership

Funds ownership: 55.36%58.64% (+3.3%)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

64% less call options, than puts

Call options by funds: $80.3M | Put options by funds: $223M

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
52
Reduced
55
Closed
28
Calls
$80.3M
Puts
$223M
Net Calls
-$143M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$4K
BWA
177
BDO Wealth Advisors
Florida
$3K -$6.7K -222 -69%
RMC
178
Resources Management Corp
Connecticut
$3K
JCM
179
Jacobi Capital Management
Pennsylvania
$3K +$3.02K +100 New
FHA
180
Flagship Harbor Advisors
Massachusetts
$3K +$3.74K +124 New
JG
181
Jefferies Group
New York
$2.04K +$572K +18,944 +41%
CI
182
CX Institutional
Indiana
$2K -$1.57M -51,890 -100%
LF
183
Lee Financial
Texas
$2K
WFMPM
184
Woodley Farra Manion Portfolio Management
Indiana
$2K
WR
185
Watson Rebecca
$2K +$2.26K +75 New
AIM
186
Anchor Investment Management
South Carolina
$1.58K
TFA
187
Transamerica Financial Advisors
Florida
$1K +$30 +1 New
First Trust Advisors
188
First Trust Advisors
Illinois
-$844K -31,323 Closed
Millennium Management
189
Millennium Management
New York
-$575K -21,313 Closed
Simplex Trading
190
Simplex Trading
Illinois
-$512K -19,004 Closed
RSWM
191
Robertson Stephens Wealth Management
California
-$494K -18,329 Closed
FFA
192
Fragasso Financial Advisors
Pennsylvania
-$381K -14,144 Closed
SG Americas Securities
193
SG Americas Securities
New York
-$357K -13,227 Closed
GL
194
Graypoint LLC
New York
-$339K -12,605 Closed
DLCIG
195
D.L. Carlson Investment Group
New Hampshire
-$302K -11,211 Closed
PF
196
Phoenix Financial
Israel
-$275K -10,434 Closed
IA
197
IndexIQ Advisors
New York
-$251K -9,304 Closed
S
198
Surevest
California
-$240K -8,892 Closed
FTI
199
Fiduciary Trust International
Massachusetts
-$224K -8,300 Closed
Wolverine Trading
200
Wolverine Trading
Illinois
-$239K -7,908 Closed

KBE Hedge Fund Activity: Q2 2020 in Review

186 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q2 2020, worth a combined $775M — up 45% from $535M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KBE positions and 28 closed out — a net gain of 16 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $55.5M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $12M.

  • 186 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $775M of State Street SPDR S&P Bank ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P Bank ETF positions in Q2 2020 and 28 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q2 2020 was Migdal Insurance & Financial Holdings, an estimated $55.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q2 2020 was Mivtachim The Workers Social Insurance Fund, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.