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State Street SPDR S&P Regional Banking ETF

487 hedge funds and large institutions have $3.91B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 161 increasing their positions, 116 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

54% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 92

39% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 116

23% more capital invested

Capital invested by funds: $3.19B → $3.91B (+$724M)

15.65% more ownership

Funds ownership: 115.7%131.35% (+16%)

9% more funds holding

Funds holding: 447487 (+40)

34% less call options, than puts

Call options by funds: $2.66B | Put options by funds: $4.02B

Holders
487
Holders Change
+40
Holders Change %
+8.95%
% of All Funds
7.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
142
Increased
161
Reduced
116
Closed
92
Calls
$2.66B
Puts
$4.02B
Net Calls
-$1.36B
Net Calls Change
+$825M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
251
Simmons Bank
Arkansas
$402K -$719K -12,678 -58%
Koshinski Asset Management
252
Koshinski Asset Management
Illinois
$399K -$251K -4,427 -33%
BBNA
253
Bremer Bank National Association
Minnesota
$392K -$109K -1,928 -18%
VCM
254
Viewpoint Capital Management
Washington
$386K
CCB
255
Country Club Bank
Missouri
$386K +$504K +8,892 New
6F
256
626 Financial
Michigan
$386K +$31.5K +555 +7%
SS
257
Simplicity Solutions
Minnesota
$385K +$498K +8,785 New
ASN
258
Advisory Services Network
Georgia
$371K +$295K +5,209 +160%
HG
259
Herbst Group
Connecticut
$371K -$5.67K -100 -1%
Toronto Dominion Bank
260
Toronto Dominion Bank
Ontario, Canada
$363K -$16.6M -291,754 -97%
EIA
261
Eldridge Investment Advisors
New Hampshire
$357K -$6.75K -119 -1%
Wealthfront Advisers
262
Wealthfront Advisers
California
$354K +$458K +8,074 New
TI
263
TTP Investments
California
$354K +$458K +8,071 New
GA
264
GFS Advisors
Texas
$353K
MC
265
Moors & Cabot
Massachusetts
$353K -$79.8K -1,406 -15%
PWA
266
PCG Wealth Advisors
Kansas
$352K -$8.34K -147 -2%
JF
267
Joule Financial
Kentucky
$344K +$200K +3,530 +82%
HH
268
Hilltop Holdings
Texas
$344K +$444K +7,835 New
IIA
269
IPG Investment Advisors
California
$338K -$96.4K -1,700 -18%
SIC
270
Samalin Investment Counsel
New York
$336K +$31K +546 +8%
MTIC
271
Missouri Trust & Investment Company
Missouri
$336K +$338K +5,950 +350%
MRCM
272
M&R Capital Management
New Jersey
$335K -$22.7K -400 -5%
CFG
273
Citizens Financial Group
Rhode Island
$325K +$421K +7,420 New
FWIA
274
Fort Washington Investment Advisors
Ohio
$324K
New York State Common Retirement Fund
275
New York State Common Retirement Fund
New York
$323K

KRE Hedge Fund Activity: Q1 2023 in Review

487 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2023, worth a combined $3.91B — up 23% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new KRE positions and 92 closed out — a net gain of 50 holders — while 161 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was UBS Group, cutting an estimated $90.1M.

  • 487 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2023, up from 447 in Q4 2022.
  • Funds reported $3.91B of State Street SPDR S&P Regional Banking ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 142 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2023 and 92 closed out, a net change of +50 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2023 was Morgan Stanley, an estimated $203M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2023 was UBS Group, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2023.