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State Street SPDR S&P Regional Banking ETF

416 hedge funds and large institutions have $4.08B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 100

56% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.45B

18% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 62

17% more capital invested

Capital invested by funds: $3.5B → $4.08B (+$584M)

2% more funds holding

Funds holding: 409416 (+7)

0.57% more ownership

Funds ownership: 79.58%80.15% (+0.57%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
9.53%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.46%
New
73
Increased
178
Reduced
100
Closed
62
Calls
$2.27B
Puts
$1.45B
Net Calls
+$818M
Net Calls Change
+$883M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
226
L.J. Altfest & Co
New York
$727K +$12.5K +201 +2%
PMG
227
ProVise Management Group
Florida
$722K +$72.4K +1,166 +11%
WPP
228
Whalerock Point Partners
Rhode Island
$719K +$147K +2,364 +25%
DIA
229
Dana Investment Advisors
Wisconsin
$714K
BFEC
230
Benjamin F. Edwards & Company
Missouri
$712K -$10.2K -165 -1%
MC
231
Moors & Cabot
Massachusetts
$711K +$731K +11,779 New
AWM
232
Aries Wealth Management
Maine
$709K +$183K +2,950 +34%
Cerity Partners
233
Cerity Partners
New York
$701K -$48.4K -780 -6%
CTC
234
Central Trust Company
Missouri
$698K +$258K +4,150 +56%
TC
235
TradeLink Capital
Illinois
$688K +$708K +11,400 New
IWM
236
IHT Wealth Management
Illinois
$666K +$307K +4,947 +78%
AW
237
ACG Wealth
Georgia
$660K +$96.3K +1,551 +17%
DW
238
Domani Wealth
Pennsylvania
$637K -$16.8K -270 -2%
SWP
239
Stratos Wealth Partners
Ohio
$635K +$72.1K +1,161 +12%
PCA
240
Peddock Capital Advisors
Massachusetts
$635K +$653K +10,518 New
TPWA
241
TRUE Private Wealth Advisors
Oregon
$628K +$3.1K +50 +0.5%
PFA
242
Paradigm Financial Advisors
Missouri
$628K +$412K +6,629 +175%
CPA
243
Clear Perspective Advisors
Illinois
$610K +$74.7K +1,203 +14%
CL
244
CSS LLC
Illinois
$609K +$626K +10,085 New
RHCA
245
Rosenthal Henry Capital Advisors
Indiana
$604K
PPSG
246
Princeton Portfolio Strategies Group
New Jersey
$601K +$617K +9,945 New
ASN
247
Advisory Services Network
Georgia
$587K +$85.2K +1,373 +16%
EFS
248
Essex Financial Services
Connecticut
$572K +$589K +9,480 New
MBT
249
Montecito Bank & Trust
California
$565K +$43.4K +699 +8%
NWP
250
Northstar Wealth Partners
Connecticut
$562K +$578K +9,314 New

KRE Hedge Fund Activity: Q1 2018 in Review

416 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2018, worth a combined $4.08B — up 17% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new KRE positions and 62 closed out — a net gain of 11 holders — while 178 added to existing stakes and 100 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $362M. The largest seller was Castle Hook Partners, exiting entirely with an estimated $92.1M sold.

  • 416 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2018, up from 409 in Q4 2017.
  • Funds reported $4.08B of State Street SPDR S&P Regional Banking ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2018 and 62 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2018 was Varma Mutual Pension Insurance Co, an estimated $362M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2018 was Castle Hook Partners, an estimated $92.1M sold.

Based on aggregated 13F filings for Q1 2018.