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State Street SPDR S&P Regional Banking ETF

409 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

25% more capital invested

Capital invested by funds: $2.81B → $3.5B (+$692M)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

21% more funds holding

Funds holding: 337409 (+72)

6% less call options, than puts

Call options by funds: $994M | Put options by funds: $1.06B

4.81% less ownership

Funds ownership: 84.39%79.58% (-4.8%)

Holders
409
Holders Change
+72
Holders Change %
+21.36%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$716K +$11.5K +200 +2%
UR
227
USCA RIA
Texas
$714K +$108K +1,885 +18%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$704K -$1.67K -29 -0.2%
LJAC
229
L.J. Altfest & Co
New York
$696K -$3.04K -53 -0.4%
DIA
230
Dana Investment Advisors
Wisconsin
$696K
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$696K +$44.9K +781 +7%
BHWM
232
Bar Harbor Wealth Management
New Hampshire
$677K -$28.6K -497 -4%
XS
233
XR Securities
Illinois
$675K +$659K +11,475 New
HPC
234
Hobart Private Capital
North Carolina
$658K +$642K +11,178 New
DW
235
Domani Wealth
Pennsylvania
$637K
PMG
236
ProVise Management Group
Florida
$636K +$126K +2,186 +25%
SI
237
Stephens Inc
Arkansas
$630K -$2.14M -37,289 -78%
TPWA
238
TRUE Private Wealth Advisors
Oregon
$609K +$27.3K +476 +5%
UAS
239
United Asset Strategies
New York
$608K +$594K +10,335 New
SPC
240
Sigma Planning Corp
Michigan
$603K -$39K -679 -6%
RHCA
241
Rosenthal Henry Capital Advisors
Indiana
$589K +$327K +5,700 +133%
AIA
242
Avalon Investment & Advisory
Texas
$569K +$225K +3,914 +68%
WPP
243
Whalerock Point Partners
Rhode Island
$562K +$549K +9,550 New
AWM
244
Aries Wealth Management
Maine
$553K +$504K +8,773 New
AW
245
ACG Wealth
Georgia
$552K +$539K +9,383 New
SWP
246
Stratos Wealth Partners
Ohio
$551K +$9.36K +163 +2%
AAC
247
Acorn Advisory Capital
New York
$550K +$537K +9,350 New
RMAM
248
Raab & Moskowitz Asset Management
New Jersey
$540K
CPA
249
Clear Perspective Advisors
Illinois
$524K +$31.7K +551 +7%
Westfield Capital Management
250
Westfield Capital Management
Massachusetts
$524K +$511K +8,900 New

KRE Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2017, worth a combined $3.5B — up 25% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KRE positions and 36 closed out — a net gain of 77 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $135M.

  • 409 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $3.5B of State Street SPDR S&P Regional Banking ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2017 and 36 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2017 was Goldman Sachs, an estimated $152M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2017 was JP Morgan Chase, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.