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State Street SPDR S&P Regional Banking ETF

325 hedge funds and large institutions have $3.14B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 130 increasing their positions, 73 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 73

20% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 64

11% more capital invested

Capital invested by funds: $2.84B → $3.14B (+$300M)

5.48% more ownership

Funds ownership: 81.02%86.5% (+5.5%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

2% more funds holding

Funds holding: 318325 (+7)

65% less call options, than puts

Call options by funds: $292M | Put options by funds: $842M

Holders
325
Holders Change
+7
Holders Change %
+2.2%
% of All Funds
8.09%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
77
Increased
130
Reduced
73
Closed
64
Calls
$292M
Puts
$842M
Net Calls
-$550M
Net Calls Change
-$98M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
BSW Wealth Partners
Colorado
$269K +$25.7K +459 +10%
CTC
252
Central Trust Company
Missouri
$263K +$37.9K +677 +16%
WEC
253
Winslow Evans & Crocker
Massachusetts
$261K +$267K +4,776 New
CWM
254
Cabot Wealth Management
Massachusetts
$257K -$62.8K -1,122 -19%
CFD
255
Creative Financial Designs
Indiana
$257K +$222K +3,960 +534%
OLA
256
Oliver Luxxe Assets
New Jersey
$254K +$17K +304 +7%
PG
257
PEAK6 Group
Illinois
$246K -$2.78M -49,758 -92%
RTS
258
Round Table Services
New Jersey
$242K -$252K -4,500 -50%
MC
259
Mathes Company
New York
$240K +$246K +4,400 New
HIC
260
Holderness Investments Company
North Carolina
$239K +$245K +4,375 New
11A
261
10-15 Associates
New York
$235K +$241K +4,307 New
CG
262
Cutler Group
California
$234K +$241K +4,300 New
AIA
263
Allegis Investment Advisors
Idaho
$232K -$28.6K -511 -11%
RCG
264
Ruggie Capital Group
Florida
$229K
WTC
265
WhitTier Trust Company
Nevada
$229K
KWM
266
Kingsview Wealth Management
Oregon
$224K +$230K +4,109 New
CAL
267
Capital Analysts LLC
Pennsylvania
$218K
JWBC
268
J.W. Burns & Co
New York
$218K -$5.88K -105 -3%
WS
269
Wedbush Securities
California
$211K -$637K -11,375 -75%
AWM
270
AE Wealth Management
Kansas
$209K +$214K +3,820 New
NFG
271
Next Financial Group
Texas
$206K -$155K -2,768 -42%
BRC
272
Bell Rock Capital
Delaware
$193K -$44.4K -793 -18%
LPIC
273
LeJeune Puetz Investment Counsel
Michigan
$187K
GT
274
Glenmede Trust
Pennsylvania
$163K
JCM
275
Jacobi Capital Management
Pennsylvania
$144K +$32.9K +588 +28%

KRE Hedge Fund Activity: Q1 2017 in Review

325 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2017, worth a combined $3.14B — up 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new KRE positions and 64 closed out — a net gain of 13 holders — while 130 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $346M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $98.6M sold.

  • 325 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2017, up from 318 in Q4 2016.
  • Funds reported $3.14B of State Street SPDR S&P Regional Banking ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 77 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2017 and 64 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2017 was Morgan Stanley, an estimated $346M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2017 was Discovery Capital Management, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2017.