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State Street SPDR S&P Regional Banking ETF

344 hedge funds and large institutions have $2.92B invested in State Street SPDR S&P Regional Banking ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 368344 (-24)

10% less capital invested

Capital invested by funds: $3.25B → $2.92B (-$335M)

13% less ownership

Funds ownership: 141.84%128.84% (-13%)

34% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 59

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

57% less call options, than puts

Call options by funds: $682M | Put options by funds: $1.59B

66% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 170

Holders
344
Holders Change
-24
Holders Change %
-6.52%
% of All Funds
7.47%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
57
Reduced
170
Closed
59
Calls
$682M
Puts
$1.59B
Net Calls
-$908M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$42K
BCWM
302
Bartlett & Co Wealth Management
Ohio
$40.3K +$40.3K +755 New
SIM
303
Sonora Investment Management
Arizona
$40K
BC
304
Bartlett & Co
Ohio
$40K +$40.3K +755 New
AF
305
Advisornet Financial
Minnesota
$35K
AIM
306
Anchor Investment Management
South Carolina
$34.3K -$2.67K -50 -7%
ME
307
McIlrath & Eck
Washington
$34K
RFA
308
Reilly Financial Advisors
California
$34K +$33K +618 +6,180%
BFC
309
Bedel Financial Consulting
Indiana
$31K
SFA
310
Semmax Financial Advisors
North Carolina
$30K -$733K -13,729 -96%
SBL
311
Sargent Bickham Lagudis
Colorado
$29K
ACA
312
Atlas Capital Advisors
Wyoming
$26.7K +$26.7K +500 New
Toronto Dominion Bank
313
Toronto Dominion Bank
Ontario, Canada
$24K +$42.2K +790 New
NPP
314
New Potomac Partners
Maryland
$24K -$351K -6,580 -94%
VCM
315
Vigilant Capital Management
Maine
$24K
CFA
316
Carroll Financial Associates
North Carolina
$22K
ESB
317
Essex Savings Bank
Connecticut
$22K
PMFA
318
Plante Moran Financial Advisors
Michigan
$21K
GWMIA
319
Global Wealth Management Investment Advisory
Florida
$19K -$214K -4,001 -92%
THWM
320
Taylor Hoffman Wealth Management
Virginia
$17K
WT
321
Whittier Trust
California
$17K
TF
322
TimeScale Financial
Massachusetts
$17K +$17.4K +325 New
GFPC
323
Global Financial Private Capital
Florida
$14K -$296K -5,538 -95%
QFA
324
Quattro Financial Advisors
Texas
$13.6K +$13.7K +257 New
GWS
325
Glassman Wealth Services
Virginia
$13K

KRE Hedge Fund Activity: Q2 2019 in Review

344 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2019, worth a combined $2.92B — down 10% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of KRE and 39 opened new positions — a net loss of 20 holders — while 170 trimmed existing stakes and 57 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $40.1M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 344 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2019, down from 368 in Q1 2019.
  • Funds reported $2.92B of State Street SPDR S&P Regional Banking ETF stock for Q2 2019, down 10% quarter-over-quarter.
  • 39 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2019 and 59 closed out, a net change of -20 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2019 was Bessemer Group, an estimated $40.1M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2019 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2019.