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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
MM
276
Main Management
California
$323K
QT
277
Quantbot Technologies
New York
$320K -$1.11M -19,507 -73%
Man Group
278
Man Group
United Kingdom
$319K
DBIA
279
Dumont & Blake Investment Advisors
New Jersey
$314K -$172K -3,040 -30%
GIA
280
Gladstone Institutional Advisory
Florida
$313K +$211K +3,721 +109%
SWP
281
Stratos Wealth Partners
Ohio
$313K -$29.3K -517 -7%
BBPWM
282
Blue Bell Private Wealth Management
Pennsylvania
$309K -$32.8K -579 -8%
WCM
283
Washburn Capital Management
Florida
$309K -$66.4K -1,170 -14%
PFO
284
Pathstone Family Office
New Jersey
$303K -$348K -6,128 -47%
PA
285
Parallel Advisors
California
$302K +$82K +1,445 +27%
CAM
286
Cresset Asset Management
Illinois
$302K +$76.6K +1,350 +24%
EFS
287
Econ Financial Services
Pennsylvania
$302K +$390K +6,880 New
CWS
288
Confluence Wealth Services
Pennsylvania
$296K -$35.4K -624 -8%
HHGC
289
Hunting Hill Global Capital
New York
$289K +$374K +6,600 New
AAS
290
Avantax Advisory Services
Texas
$273K +$95.6K +1,685 +37%
MCA
291
Millennium Capital Advisors
Arkansas
$272K +$96.4K +1,700 +38%
GAM
292
GEM Asset Management
Michigan
$271K +$351K +6,186 New
KFP
293
KMG Fiduciary Partners
Ohio
$268K -$267K -4,711 -43%
VNA
294
Valley National Advisers
Pennsylvania
$266K -$6.52K -115 -2%
VFA
295
Valeo Financial Advisors
Indiana
$263K +$135K +2,375 +66%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$262K +$16.5K +290 +5%
FB
297
First Bancorp
Maine
$261K +$69.2K +1,220 +26%
US Bancorp
298
US Bancorp
Minnesota
$259K +$281K +4,953 +520%
RPCONE
299
Retirement Planning Company of New England
Rhode Island
$259K +$52.3K +922 +19%
SQA
300
Simon Quick Advisors
New Jersey
$259K +$119K +2,100 +55%

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.