We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

527 hedge funds and large institutions have $5.33B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 216 increasing their positions, 130 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 130

59% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 66

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 497527 (+30)

4% less capital invested

Capital invested by funds: $5.52B → $5.33B (-$194M)

12.6% less ownership

Funds ownership: 113%100.4% (-13%)

56% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $2.5B

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
105
Increased
216
Reduced
130
Closed
66
Calls
$1.11B
Puts
$2.5B
Net Calls
-$1.39B
Net Calls Change
-$668M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avaii Wealth Management
Wisconsin
$465K -$70.8K -972 -13%
IC
302
IEQ Capital
California
$459K
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$456K +$19.3K +265 +4%
FC
304
Fusion Capital
South Carolina
$453K +$479K +6,575 New
PFO
305
Pathstone Family Office
New Jersey
$442K -$801 -11 -0.2%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K +$25.1K +345 +6%
JCM
307
Jacobi Capital Management
Pennsylvania
$437K -$20.3K -278 -4%
BCM
308
Brasada Capital Management
Texas
$409K +$20K +274 +5%
SIC
309
Samalin Investment Counsel
New York
$408K +$1.46K +20 +0.3%
WF
310
Warner Financial
Maryland
$405K +$656 +9 +0.2%
CF
311
Centaurus Financial
California
$399K -$345K -4,736 -45%
IWC
312
Integrated Wealth Concepts
Massachusetts
$398K +$168K +2,301 +66%
KCM
313
Kornitzer Capital Management
Kansas
$388K +$410K +5,625 New
Fidelity Investments
314
Fidelity Investments
Massachusetts
$387K +$110K +1,510 +37%
WCM
315
WealthBridge Capital Management
Ohio
$383K -$73.7K -1,011 -15%
TPWA
316
TRUE Private Wealth Advisors
Oregon
$381K -$14.6K -200 -3%
FAM
317
Formidable Asset Management
Ohio
$379K
CA
318
Cambridge Advisors
Nebraska
$373K +$54.2K +744 +16%
IIA
319
IPG Investment Advisors
California
$372K +$36.4K +500 +10%
RIA
320
Regal Investment Advisors
Michigan
$367K +$6.12K +84 +2%
PPW
321
Pinnacle Private Wealth
Massachusetts
$366K +$67.1K +921 +21%
W
322
WealthOne
New York
$358K +$1.82K +25 +0.5%
TC
323
TradeLink Capital
Illinois
$358K +$379K +5,200 New
WSCM
324
Wellington Shields Capital Management
New York
$358K +$379K +5,200 New
FB
325
First Bancorp
Maine
$354K -$164K -2,255 -30%

KRE Hedge Fund Activity: Q1 2022 in Review

527 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2022, worth a combined $5.33B — down 3.5% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new KRE positions and 66 closed out — a net gain of 39 holders — while 216 added to existing stakes and 130 trimmed.

The largest buyer was Bank of America, adding an estimated $312M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $268M.

  • 527 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2022, up from 497 in Q4 2021.
  • Funds reported $5.33B of State Street SPDR S&P Regional Banking ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 105 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2022 and 66 closed out, a net change of +39 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2022 was Bank of America, an estimated $312M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2022.