We are live on ! Find out more
KRE icon

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
Brown Advisory
301
Brown Advisory
Maryland
$274K +$57.4K +1,000 +27%
SFSIG
302
San Francisco Sentry Investment Group
California
$273K -$14.4K -250 -5%
SFG
303
StrategIQ Financial Group
Indiana
$270K +$2.64K +46 +1%
BWP
304
BSW Wealth Partners
Colorado
$267K +$1.03K +18 +0.4%
CFA
305
Cahill Financial Advisors
Minnesota
$265K +$259K +4,500 New
GWM
306
Greenwich Wealth Management
Connecticut
$257K +$30K +523 +14%
FPCM
307
Financial Partners Capital Management
New York
$250K +$244K +4,250 New
S
308
SignatureFD
Georgia
$246K +$240K +4,176 New
HCM
309
Howland Capital Management
Massachusetts
$238K
CA
310
Continuum Advisory
Idaho
$237K -$70.7K -1,230 -23%
KWM
311
Kingsview Wealth Management
Oregon
$237K +$232K +4,035 New
BRC
312
Bell Rock Capital
Delaware
$236K -$13.6K -237 -6%
OLA
313
Oliver Luxxe Assets
New Jersey
$231K +$115 +2 +0.1%
SF
314
Synovus Financial
Georgia
$223K +$218K +3,799 New
PFA
315
Paradigm Financial Advisors
Missouri
$222K +$217K +3,783 New
CWM
316
Cabot Wealth Management
Massachusetts
$218K -$33.8K -589 -14%
SMC
317
Smith, Moore & Co
Missouri
$217K
OIA
318
Optimum Investment Advisors
Illinois
$215K +$210K +3,649 New
QC
319
QCM Cayman
Texas
$215K +$210K +3,659 New
AIA
320
Allegis Investment Advisors
Idaho
$213K -$10.8K -188 -5%
NFG
321
Next Financial Group
Texas
$210K +$77.6K +1,350 +61%
Bank of New York Mellon
322
Bank of New York Mellon
New York
$210K +$205K +3,567 New
CCM
323
Crossvault Capital Management
Texas
$209K -$4.31K -75 -2%
JCM
324
Jacobi Capital Management
Pennsylvania
$208K +$5.23K +91 +3%
Mariner
325
Mariner
Kansas
$206K +$201K +3,496 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.