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State Street SPDR S&P Regional Banking ETF

441 hedge funds and large institutions have $5.37B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.36% more ownership

Funds ownership: 99.36%111.72% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 137

5% more capital invested

Capital invested by funds: $5.12B → $5.37B (+$245M)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

2% less funds holding

Funds holding: 448441 (-7)

44% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.6B

Holders
441
Holders Change
-7
Holders Change %
-1.56%
% of All Funds
7.72%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
66
Increased
144
Reduced
137
Closed
67
Calls
$1.46B
Puts
$2.6B
Net Calls
-$1.13B
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
251
Fukoku Mutual Life Insurance
Japan
$474K +$450K +7,000 New
CCFM
252
Clear Creek Financial Management
Washington
$470K -$17.3M -269,351 -97%
ASN
253
Advisory Services Network
Georgia
$465K +$37.9K +590 +9%
BBPWM
254
Blue Bell Private Wealth Management
Pennsylvania
$460K
AIC
255
Ameritas Investment Company
Nebraska
$444K +$86.4K +1,344 +26%
KLCM
256
KG&L Capital Management
Louisiana
$436K -$4.44K -69 -1%
PFO
257
Pathstone Family Office
New Jersey
$436K
MCM
258
Mainstay Capital Management
Michigan
$422K -$37.3M -579,396 -99%
WA
259
Winfield Associates
Ohio
$417K
SWP
260
Stratos Wealth Partners
Ohio
$415K -$20.4K -317 -5%
OIA
261
Optimum Investment Advisors
Illinois
$413K -$56.6K -881 -13%
TPWA
262
TRUE Private Wealth Advisors
Oregon
$408K
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$404K -$12.2K -190 -3%
YIH
264
Y-Intercept (HK)
Hong Kong
$403K +$382K +5,942 New
SIC
265
Samalin Investment Counsel
New York
$399K +$1.42K +22 +0.4%
IAN
266
Integrated Advisors Network
Texas
$398K +$378K +5,878 New
FC
267
Fusion Capital
South Carolina
$397K -$388K -6,041 Closed
GVAG
268
Great Valley Advisor Group
Delaware
$397K +$88.3K +1,374 +31%
IA
269
IFP Advisors
Florida
$393K +$49.8K +774 +16%
TC
270
Tatro Capital
Kentucky
$388K -$33.8K -525 -8%
PA
271
Parallel Advisors
California
$382K -$86.1K -1,339 -19%
RIA
272
Regal Investment Advisors
Michigan
$381K +$47.1K +733 +15%
FAM
273
Formidable Asset Management
Ohio
$373K
FTC
274
Farmers Trust Company
Ohio
$363K -$4.82K -75 -1%
VVP
275
Venture Visionary Partners
Ohio
$352K -$88.3K -1,374 -21%

KRE Hedge Fund Activity: Q3 2021 in Review

441 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2021, worth a combined $5.37B — up 4.8% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of KRE and 66 opened new positions — a net loss of 1 holder — while 137 trimmed existing stakes and 144 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $209M. The largest seller was Neuberger Berman Group, cutting an estimated $159M.

  • 441 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2021, down from 448 in Q2 2021.
  • Funds reported $5.37B of State Street SPDR S&P Regional Banking ETF stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 66 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2021 and 67 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $209M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2021 was Neuberger Berman Group, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2021.