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State Street SPDR S&P Bank ETF

201 hedge funds and large institutions have $552M invested in State Street SPDR S&P Bank ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 210201 (-9)

9.06% less ownership

Funds ownership: 58.09%49.04% (-9.1%)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

30% less capital invested

Capital invested by funds: $786M → $552M (-$234M)

31% less call options, than puts

Call options by funds: $62.6M | Put options by funds: $91.4M

50% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 82

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
82
Closed
32
Calls
$62.6M
Puts
$91.4M
Net Calls
-$28.8M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
HHM Wealth Advisors
Tennessee
$811
PA
202
Parallel Advisors
California
$15
MIFH
203
Migdal Insurance & Financial Holdings
Israel
-$87.1M -2,420,000 Closed
BHB
204
Bank Hapoalim BM
Israel
-$4.68M -130,000 Closed
LIP
205
Lighthouse Investment Partners
Florida
-$3.4M -94,311 Closed
VRM
206
Vectors Research Management
New York
-$3.25M -90,182 Closed
LHWM
207
Lake Hills Wealth Management
Texas
-$1.22M -34,009 Closed
LCWP
208
Legacy Capital Wealth Partners
Arkansas
-$1.16M -32,085 Closed
WC
209
Wexford Capital
Florida
-$1.01M -27,992 Closed
QT
210
Quantbot Technologies
New York
-$637K -17,682 Closed
CA
211
Calton & Associates
Florida
-$467K -12,961 Closed
CP
212
Camelot Portfolios
Ohio
-$452K -12,559 Closed
V
213
Veritable
Delaware
-$357K -9,906 Closed
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
-$337K -9,348 Closed
HI
215
HBK Investments
Texas
-$295K -8,204 Closed
SF
216
Summit Financial
New Jersey
-$287K -7,984 Closed
RIL
217
Rothschild Investment LLC
Illinois
-$242K -6,720 Closed
BCM
218
Bayesian Capital Management
New York
-$239K -6,633 Closed
QC
219
QCM Cayman
Texas
-$215K -5,986 Closed
PAG
220
Private Advisor Group
New Jersey
-$202K -5,615 Closed
Tudor Investment Corp
221
Tudor Investment Corp
Connecticut
-$202K -5,601 Closed
Simplex Trading
222
Simplex Trading
Illinois
-$162K -4,511 Closed
CG
223
Cutler Group
California
-$81.4K -2,090 Closed
FHA
224
First Horizon Advisors
Tennessee
-$16.8K -467 Closed
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
-$16.7K -463 Closed

KBE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2023, worth a combined $552M — down 30% from $786M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of KBE and 24 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 41 added.

The largest buyer was Two Sigma Investments, adding an estimated $11.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $87.1M sold.

  • 201 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2023, down from 210 in Q2 2023.
  • Funds reported $552M of State Street SPDR S&P Bank ETF stock for Q3 2023, down 30% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2023 and 32 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2023 was Two Sigma Investments, an estimated $11.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2023 was Migdal Insurance & Financial Holdings, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.