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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
SCA
326
Sassicaia Capital Advisers
New York
$219K +$284K +5,000 New
BCI
327
Brinker Capital Investments
Pennsylvania
$214K -$6.01K -106 -2%
OPS
328
Orion Portfolio Solutions
Nebraska
$214K +$277K +4,878 New
FTC
329
Farmers Trust Company
Ohio
$213K -$2.95K -52 -1%
3F
330
360 Financial
Minnesota
$211K -$8.85K -156 -3%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K -$51.1K -901 -16%
SFG
332
StrategIQ Financial Group
Indiana
$209K -$5.62K -99 -2%
Vontobel Holding
333
Vontobel Holding
Switzerland
$208K +$269K +4,742 New
AWA
334
Aaron Wealth Advisors
Illinois
$206K +$266K +4,688 New
BFEC
335
Benjamin F. Edwards & Company
Missouri
$205K +$248K +4,377 +1,435%
BC
336
Bartlett & Co
Ohio
$205K +$250K +4,400 +1,660%
BCWM
337
Bartlett & Co Wealth Management
Ohio
$205K +$250K +4,400 +1,660%
AWM
338
AE Wealth Management
Kansas
$204K -$292K -5,141 -52%
WAG
339
Windsor Advisory Group
Ohio
$203K +$262K +4,620 New
AAS
340
Ameritas Advisory Services
Nebraska
$194K -$395K -6,961 -61%
LFA
341
Legend Financial Advisors
Pennsylvania
$194K -$62.2K -1,097 -20%
GCP
342
Garda Capital Partners
Minnesota
$181K +$235K +4,136 New
CSWM
343
Cassady Schiller Wealth Management
Ohio
$176K
HWM
344
HighMark Wealth Management
Minnesota
$170K +$1.7K +30 +0.8%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$162K +$80K +1,410 +62%
CF
346
Centaurus Financial
California
$157K +$3.86K +68 +2%
GPGA
347
Grandeur Peak Global Advisors
Utah
$152K +$197K +3,468 New
FA
348
Faithward Advisors
Pennsylvania
$149K -$149K -2,627 -39%
NSIM
349
North Star Investment Management
Illinois
$140K +$182K +3,200 New
PVH
350
Psagot Value Holdings
Israel
$139K +$69.8K +1,230 +61%

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.