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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
WTC
276
WhitTier Trust Company
Nevada
$365K +$115K +2,000 +48%
WSCM
277
Wellington Shields Capital Management
New York
$363K +$28.7K +500 +9%
KA
278
Kovack Advisors
Florida
$360K +$50.6K +881 +17%
US Bancorp
279
US Bancorp
Minnesota
$359K +$297K +5,171 +565%
SCA
280
Spearhead Capital Advisors
Florida
$356K +$348K +6,057 New
DWA
281
Dorsey Wright & Associates
California
$351K -$27.7K -482 -7%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$349K -$32K -557 -9%
VFA
283
Voya Financial Advisors
Connecticut
$349K -$14.1K -246 -4%
DC
284
Davenport & Co
Virginia
$339K -$29K -505 -8%
RJT
285
Raymond James Trust
Florida
$338K
1IA
286
1834 Investment Advisors
Wisconsin
$329K
GIM
287
Guild Investment Management
California
$324K +$316K +5,500 New
FPGK
288
Financial Partners Group (Kansas)
Kansas
$317K +$309K +5,380 New
APA
289
American Portfolios Advisors
New York
$309K +$302K +5,254 New
CAN
290
Claraphi Advisory Network
United States
$306K +$299K +5,199 New
WS
291
Wedbush Securities
California
$305K +$3.62K +63 +1%
SAM
292
Seelaus Asset Management
New Jersey
$303K +$296K +5,150 New
EGA
293
E&G Advisors
Texas
$300K -$80.4K -1,400 -22%
GEM
294
Global Endowment Management
North Carolina
$294K
PCM
295
Parsons Capital Management
Rhode Island
$289K
CF
296
Centaurus Financial
California
$289K +$282K +4,907 New
GEA
297
Glen Eagle Advisors
New Jersey
$283K
N
298
Natixis
France
$278K +$272K +4,729 New
Mirae Asset Global Investments
299
Mirae Asset Global Investments
South Korea
$277K +$270K +4,700 New
NL
300
NVWM LLC
Pennsylvania
$275K +$269K +4,676 New

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.