We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

337 hedge funds and large institutions have $2.81B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% more ownership

Funds ownership: 78.42%84.39% (+6%)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

1% less funds holding

Funds holding: 342337 (-5)

5% less capital invested

Capital invested by funds: $2.97B → $2.81B (-$158M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

18% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 128

38% less call options, than puts

Call options by funds: $488M | Put options by funds: $781M

Holders
337
Holders Change
-5
Holders Change %
-1.46%
% of All Funds
8.4%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.4%
New
42
Increased
105
Reduced
128
Closed
45
Calls
$488M
Puts
$781M
Net Calls
-$293M
Net Calls Change
-$502M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
251
Parsons Capital Management
Rhode Island
$279K -$28.6K -532 -10%
SFSIG
252
San Francisco Sentry Investment Group
California
$278K +$1.61K +30 +0.6%
GEA
253
Glen Eagle Advisors
New Jersey
$273K -$218K -4,065 -46%
CTC
254
Central Trust Company
Missouri
$265K +$14.6K +271 +6%
IWM
255
IHT Wealth Management
Illinois
$257K +$1.72K +32 +0.7%
SFG
256
StrategIQ Financial Group
Indiana
$257K +$11K +205 +5%
BWP
257
BSW Wealth Partners
Colorado
$256K +$913 +17 +0.4%
MC
258
Mathes Company
New York
$250K
RHCA
259
Rosenthal Henry Capital Advisors
Indiana
$244K -$269K -5,000 -54%
CWM
260
Cabot Wealth Management
Massachusetts
$243K
BRC
261
Bell Rock Capital
Delaware
$240K +$16K +298 +8%
WTC
262
WhitTier Trust Company
Nevada
$238K
CI
263
Cavalier Investments
Georgia
$237K +$224K +4,170 New
AWM
264
AE Wealth Management
Kansas
$234K -$87.2K -1,623 -28%
HCM
265
Howland Capital Management
Massachusetts
$230K
PAM
266
Peak Asset Management
Colorado
$228K +$20.7K +385 +11%
OLA
267
Oliver Luxxe Assets
New Jersey
$222K +$3.12K +58 +2%
WMSA
268
Weiss Multi-Strategy Advisers
New York
$219K +$207K +3,860 New
GWM
269
Greenwich Wealth Management
Connecticut
$218K +$206K +3,843 New
AIA
270
Allegis Investment Advisors
Idaho
$216K -$24.7K -459 -11%
BAM
271
Belpointe Asset Management
Nevada
$212K +$201K +3,740 New
SMC
272
Smith, Moore & Co
Missouri
$210K -$322 -6 -0.2%
Brown Advisory
273
Brown Advisory
Maryland
$207K
CCM
274
Crossvault Capital Management
Texas
$206K +$195K +3,625 New
AFP
275
Ausdal Financial Partners
Iowa
$204K +$193K +3,588 New

KRE Hedge Fund Activity: Q3 2017 in Review

337 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2017, worth a combined $2.81B — down 5.3% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of KRE and 42 opened new positions — a net loss of 3 holders — while 128 trimmed existing stakes and 105 added.

The largest buyer was JP Morgan Chase, adding an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 337 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2017, down from 342 in Q2 2017.
  • Funds reported $2.81B of State Street SPDR S&P Regional Banking ETF stock for Q3 2017, down 5.3% quarter-over-quarter.
  • 42 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2017 and 45 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $114M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2017 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2017.