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State Street SPDR S&P Regional Banking ETF

487 hedge funds and large institutions have $3.91B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 161 increasing their positions, 116 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

54% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 92

39% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 116

23% more capital invested

Capital invested by funds: $3.19B → $3.91B (+$724M)

15.65% more ownership

Funds ownership: 115.7%131.35% (+16%)

9% more funds holding

Funds holding: 447487 (+40)

34% less call options, than puts

Call options by funds: $2.66B | Put options by funds: $4.02B

Holders
487
Holders Change
+40
Holders Change %
+8.95%
% of All Funds
7.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
142
Increased
161
Reduced
116
Closed
92
Calls
$2.66B
Puts
$4.02B
Net Calls
-$1.36B
Net Calls Change
+$825M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$518K -$595K -10,485 -47%
IA
227
IFP Advisors
Florida
$509K -$593K -10,462 -56%
XF
228
XML Financial
Maryland
$491K +$635K +11,198 New
OIA
229
OneDigital Investment Advisors
Kansas
$489K -$110K -1,942 -15%
Belvedere Trading
230
Belvedere Trading
Illinois
$488K +$631K +11,129 New
KTA
231
Keeley-Teton Advisors
Illinois
$481K +$623K +10,974 New
QWM
232
QP Wealth Management
New Jersey
$478K +$618K +10,890 New
PIA
233
Powell Investment Advisors
Florida
$471K +$610K +10,750 New
ACM
234
Absolute Capital Management
Pennsylvania
$466K -$931K -16,407 -61%
JSL
235
JT Stratford LLC
Georgia
$457K +$591K +10,411 New
MIC
236
Meridian Investment Counsel
California
$444K -$11.2K -197 -2%
VIM
237
VELA Investment Management
Ohio
$439K +$568K +10,013 New
EC
238
EJF Capital
Virginia
$439K -$1.42M -24,969 -71%
QOP
239
Quinn Opportunity Partners
Virginia
$439K +$567K +10,000 New
ACM
240
Advisors Capital Management
New Jersey
$438K +$9.53K +168 +2%
QC
241
QCM Cayman
Texas
$435K +$563K +9,928 New
OMC
242
Old Mission Capital
Illinois
$426K +$551K +9,720 New
DW
243
Domani Wealth
Pennsylvania
$421K
CA
244
Cornerstone Advisory
Maryland
$416K +$538K +9,479 New
NFSG
245
Newbridge Financial Services Group
Florida
$413K +$517K +9,112 +2,958%
Northern Trust
246
Northern Trust
Illinois
$411K -$83.7K -1,476 -14%
CIC
247
Carnegie Investment Counsel
Ohio
$410K +$567 +10 +0.1%
NFG
248
Nations Financial Group
Iowa
$409K -$113 -2 -0%
Neuberger Berman Group
249
Neuberger Berman Group
New York
$407K -$485K -8,544 -48%
SG
250
StoneX Group
New York
$404K +$523K +9,215 New

KRE Hedge Fund Activity: Q1 2023 in Review

487 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2023, worth a combined $3.91B — up 23% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new KRE positions and 92 closed out — a net gain of 50 holders — while 161 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was UBS Group, cutting an estimated $90.1M.

  • 487 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2023, up from 447 in Q4 2022.
  • Funds reported $3.91B of State Street SPDR S&P Regional Banking ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 142 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2023 and 92 closed out, a net change of +50 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2023 was Morgan Stanley, an estimated $203M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2023 was UBS Group, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2023.