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State Street SPDR S&P Regional Banking ETF

430 hedge funds and large institutions have $4.69B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $1.42B

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4.87% more ownership

Funds ownership: 87.14%92.01% (+4.9%)

1% more capital invested

Capital invested by funds: $4.63B → $4.69B (+$55.9M)

1% less funds holding

Funds holding: 433430 (-3)

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

Holders
430
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.83%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
52
Increased
168
Reduced
134
Closed
53
Calls
$2.62B
Puts
$1.42B
Net Calls
+$1.2B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$440K
WEC
277
Winslow Evans & Crocker
Massachusetts
$432K
FAIM
278
Financial Advocates Investment Management
Washington
$431K -$2.37K -38 -0.5%
GWM
279
Geneos Wealth Management
Colorado
$429K +$134K +2,146 +42%
CFD
280
Creative Financial Designs
Indiana
$428K +$22.1K +355 +5%
HB
281
Homrich & Berg
Georgia
$422K +$3.24K +52 +0.7%
MWP
282
MYCIO Wealth Partners
Pennsylvania
$416K +$312 +5 +0.1%
APA
283
American Portfolios Advisors
New York
$411K +$141K +2,264 +49%
BW
284
Bison Wealth
Georgia
$409K +$135K +2,166 +46%
US Bancorp
285
US Bancorp
Minnesota
$406K +$56.4K +905 +15%
DMC
286
Drexel Morgan & Co
Pennsylvania
$405K
PFT
287
Providence First Trust
Arizona
$399K -$74.1K -1,188 -15%
CAC
288
Certified Advisory Corp
Florida
$399K +$6.61K +106 +2%
RJT
289
Raymond James Trust
Florida
$396K +$53.2K +853 +15%
LK
290
Lumbard & Kellner
New Hampshire
$387K
GWM
291
Greenwich Wealth Management
Connecticut
$387K +$31.5K +505 +8%
1IA
292
1834 Investment Advisors
Wisconsin
$380K +$44.9K +720 +13%
PCP
293
Proficio Capital Partners
Massachusetts
$373K -$160K -2,570 -29%
CL
294
Choreo LLC
Illinois
$368K -$473K -7,595 -55%
SF
295
Synovus Financial
Georgia
$364K +$45.5K +730 +14%
NL
296
NVWM LLC
Pennsylvania
$356K +$59.8K +960 +19%
GFPC
297
Global Financial Private Capital
Florida
$356K +$73.4K +1,177 +24%
PAA
298
Peregrine Asset Advisers
Oregon
$348K -$4.18K -67 -1%
CFGS
299
Concourse Financial Group Securities
Alabama
$347K +$364K +5,844 New
FAAS
300
First Allied Advisory Services
California
$345K -$1.18M -18,883 -77%

KRE Hedge Fund Activity: Q3 2018 in Review

430 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2018, worth a combined $4.69B — up 1.2% from $4.63B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KRE and 52 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 168 added.

The largest buyer was Goldman Sachs, adding an estimated $270M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $302M.

  • 430 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2018, down from 433 in Q2 2018.
  • Funds reported $4.69B of State Street SPDR S&P Regional Banking ETF stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2018 and 53 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2018 was Goldman Sachs, an estimated $270M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2018.