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State Street SPDR S&P Regional Banking ETF

409 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

25% more capital invested

Capital invested by funds: $2.81B → $3.5B (+$692M)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

21% more funds holding

Funds holding: 337409 (+72)

6% less call options, than puts

Call options by funds: $994M | Put options by funds: $1.06B

4.81% less ownership

Funds ownership: 84.39%79.58% (-4.8%)

Holders
409
Holders Change
+72
Holders Change %
+21.36%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$512K +$29.2K +509 +6%
MBT
252
Montecito Bank & Trust
California
$510K -$41.4K -720 -8%
SEIA
253
Signature Estate & Investment Advisors
California
$508K -$151K -2,623 -23%
FMBTD
254
First Midwest Bank Trust Division
Illinois
$505K -$1.04M -18,120 -68%
ASN
255
Advisory Services Network
Georgia
$491K -$218K -3,800 -31%
Two Sigma Investments
256
Two Sigma Investments
New York
$491K +$71.2K +1,240 +17%
WJA
257
Williams Jones & Associates
New York
$487K -$23K -400 -5%
DBIA
258
Dumont & Blake Investment Advisors
New Jersey
$482K -$4.31K -75 -0.9%
MC
259
Mathes Company
New York
$474K +$210K +3,650 +83%
HT
260
Hefren-Tillotson
Pennsylvania
$473K -$18.4K -320 -4%
PFT
261
Providence First Trust
Arizona
$465K
AWM
262
AE Wealth Management
Kansas
$450K +$202K +3,522 +85%
IIA
263
IPG Investment Advisors
California
$444K +$434K +7,550 New
FTIOP
264
Fiduciary Trust International of Pennsylvania
Pennsylvania
$441K
CTC
265
Central Trust Company
Missouri
$436K +$156K +2,723 +58%
MWP
266
MYCIO Wealth Partners
Pennsylvania
$428K +$57.7K +1,005 +16%
CAC
267
Certified Advisory Corp
Florida
$417K +$407K +7,090 New
LK
268
Lumbard & Kellner
New Hampshire
$407K
BAAM
269
Baker Avenue Asset Management
California
$403K -$7.47K -130 -2%
NEIRG
270
New England Investment & Retirement Group
Massachusetts
$386K +$48.5K +844 +15%
WDL
271
Well Done LLC
Michigan
$384K +$34.1K +593 +10%
GH
272
GAM Holding
Switzerland
$383K -$86.2K -1,500 -19%
FHC
273
First Heartland Consultants
Missouri
$377K -$43K -748 -10%
IWM
274
IHT Wealth Management
Illinois
$376K +$102K +1,774 +39%
IHL
275
Investment House LLC
California
$370K

KRE Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2017, worth a combined $3.5B — up 25% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KRE positions and 36 closed out — a net gain of 77 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $135M.

  • 409 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $3.5B of State Street SPDR S&P Regional Banking ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2017 and 36 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2017 was Goldman Sachs, an estimated $152M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2017 was JP Morgan Chase, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.