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State Street SPDR S&P Regional Banking ETF

447 hedge funds and large institutions have $3.19B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

6.28% more ownership

Funds ownership: 109.42%115.7% (+6.3%)

1% more funds holding

Funds holding: 444447 (+3)

4% less capital invested

Capital invested by funds: $3.3B → $3.19B (-$116M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

68% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $3.21B

Holders
447
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
114
Reduced
169
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
276
Paragon Financial Partners
California
$267K +$308 +5 +0.1%
AAS
277
Avantax Advisory Services
Texas
$267K +$61.2K +994 +28%
BWP
278
BSW Wealth Partners
Colorado
$266K
MCA
279
Millennium Capital Advisors
Arkansas
$264K +$21.5K +350 +8%
NLP
280
Next Level Private
New York
$260K +$308 +5 +0.1%
JWBC
281
J.W. Burns & Co
New York
$256K -$12.8K -208 -5%
KPWS
282
Kestra Private Wealth Services
Texas
$256K -$159K -2,583 -37%
JF
283
Joule Financial
Kentucky
$253K +$984 +16 +0.4%
JGUA
284
John G. Ullman & Associates
New York
$253K
Cerity Partners
285
Cerity Partners
New York
$250K +$262K +4,257 New
IAA
286
Independent Advisor Alliance
North Carolina
$248K -$615 -10 -0.2%
LSA
287
Lion Street Advisors
Texas
$245K +$213K +3,459 New
CCFM
288
Clear Creek Financial Management
Washington
$244K -$17.4K -283 -6%
MIA
289
MMBG Investment Advisors
Florida
$244K
BRWA
290
B. Riley Wealth Advisors
Florida
$243K -$26.2K -426 -9%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$239K -$77.5K -1,260 -24%
PMG
292
ProVise Management Group
Florida
$237K -$205K -3,332 -45%
CSWM
293
Cassady Schiller Wealth Management
Ohio
$236K +$1.6K +26 +0.7%
BPA
294
Beacon Pointe Advisors
California
$232K +$243K +3,954 New
SCA
295
Snowden Capital Advisors
New York
$232K -$61.5K -1,000 -20%
FMTC
296
Farmers & Merchants Trust Company
California
$231K +$242K +3,927 New
HWM
297
HighMark Wealth Management
Minnesota
$226K +$1.66K +27 +0.7%
NAS
298
Nicolet Advisory Services
Wisconsin
$225K -$20.2K -328 -8%
SQA
299
Simon Quick Advisors
New Jersey
$223K +$234K +3,800 New
E
300
Ergoteles
New York
$217K +$228K +3,700 New

KRE Hedge Fund Activity: Q4 2022 in Review

447 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2022, worth a combined $3.19B — down 3.5% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KRE positions and 57 closed out — a net gain of 11 holders — while 114 added to existing stakes and 169 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $126M. The largest seller was Bessemer Group, cutting an estimated $224M.

  • 447 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.19B of State Street SPDR S&P Regional Banking ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2022 and 57 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $126M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2022 was Bessemer Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2022.