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State Street SPDR S&P Regional Banking ETF

480 hedge funds and large institutions have $3.72B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

23% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 133

4% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 119

5% less capital invested

Capital invested by funds: $3.91B → $3.72B (-$195M)

1% less funds holding

Funds holding: 487480 (-7)

5.31% less ownership

Funds ownership: 131.35%126.04% (-5.3%)

50% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.83B

Holders
480
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
7.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
114
Increased
163
Reduced
133
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
226
Equitable Holdings
New York
$599K +$102K +2,476 +20%
VIM
227
VELA Investment Management
Ohio
$596K +$189K +4,596 +46%
IFWM
228
Institute for Wealth Management
Colorado
$595K +$13.3K +323 +2%
MA
229
Mutual Advisors
Nebraska
$594K +$106K +2,578 +22%
CGIM
230
Cannon Global Investment Management
Florida
$592K +$595K +14,500 New
CFD
231
Creative Financial Designs
Indiana
$564K -$75K -1,827 -12%
FLPIM
232
F.L. Putnam Investment Management
Massachusetts
$561K +$564K +13,741 New
GAG
233
GM Advisory Group
New York
$553K -$46K -1,120 -8%
First Manhattan
234
First Manhattan
New York
$546K -$4.92M -119,925 -90%
CAM
235
Cresset Asset Management
Illinois
$525K +$245K +5,972 +87%
ACM
236
Absolute Capital Management
Pennsylvania
$524K +$90.6K +2,208 +21%
SPIA
237
Steward Partners Investment Advisory
New York
$523K +$40.7K +992 +8%
KFGK
238
Keystone Financial Group (Kentucky)
Kentucky
$520K +$523K +12,735 New
XF
239
XML Financial
Maryland
$508K +$50.8K +1,238 +11%
EWA
240
Encompass Wealth Advisors
Oregon
$504K +$507K +12,354 New
JWCA
241
J.W. Cole Advisors
Florida
$500K -$398K -9,704 -44%
GC
242
Grimes & Company
Massachusetts
$490K -$16.4K -400 -3%
SCI
243
Stableford Capital II
Arizona
$486K +$418K +10,191 New
SIC
244
Salem Investment Counselors
North Carolina
$483K -$410K -10,000 -46%
NFSG
245
Newbridge Financial Services Group
Florida
$472K +$88.1K +2,148 +23%
PP
246
Pegasus Partners
Wisconsin
$470K +$472K +11,500 New
AAS
247
Avantax Advisory Services
Texas
$467K +$214K +5,220 +84%
QWM
248
QP Wealth Management
New Jersey
$459K +$14.4K +352 +3%
SC
249
Savant Capital
Illinois
$438K +$440K +10,729 New
OIA
250
OneDigital Investment Advisors
Kansas
$425K -$30.7K -749 -7%

KRE Hedge Fund Activity: Q2 2023 in Review

480 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2023, worth a combined $3.72B — down 5% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of KRE and 114 opened new positions — a net loss of 5 holders — while 133 trimmed existing stakes and 163 added.

The largest buyer was UBS Group, adding an estimated $164M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 480 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2023, down from 487 in Q1 2023.
  • Funds reported $3.72B of State Street SPDR S&P Regional Banking ETF stock for Q2 2023, down 5% quarter-over-quarter.
  • 114 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2023 and 119 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2023 was UBS Group, an estimated $164M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2023 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2023.