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State Street SPDR S&P Regional Banking ETF

416 hedge funds and large institutions have $4.08B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 100

56% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.45B

18% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 62

17% more capital invested

Capital invested by funds: $3.5B → $4.08B (+$584M)

2% more funds holding

Funds holding: 409416 (+7)

0.57% more ownership

Funds ownership: 79.58%80.15% (+0.57%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
9.53%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.46%
New
73
Increased
178
Reduced
100
Closed
62
Calls
$2.27B
Puts
$1.45B
Net Calls
+$818M
Net Calls Change
+$883M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
351
Welch Group
Alabama
$110K
MCM
352
Maltese Capital Management
New York
$106K +$1.55K +25 +1%
S
353
SignatureFD
Georgia
$104K -$152K -2,448 -59%
Bessemer Group
354
Bessemer Group
New Jersey
$97K
OSNBOA
355
Old Second National Bank of Aurora
Illinois
$96K
CCMW
356
Cypress Capital Management (Wyoming)
Wyoming
$92K +$71.4K +1,150 +311%
IBOK
357
Independence Bank of Kentucky
Kentucky
$91K
RPG
358
Risk Paradigm Group
Texas
$81.2K +$72.9K +1,175 +691%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$4.41K +71 +6%
CAGAS
360
Capital Advisory Group Advisory Services
Minnesota
$79K +$81.3K +1,310 New
RFWA
361
RPg Family Wealth Advisory
Massachusetts
$73.1K +$24.5K +395 +48%
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$73K
ME
363
McIlrath & Eck
Washington
$73K +$19.2K +310 +35%
PCM
364
Princeton Capital Management
New Jersey
$68K +$69.7K +1,122 New
APP
365
Avantax Planning Partners
Iowa
$67K +$68.5K +1,104 New
SIM
366
Sonora Investment Management
Arizona
$66.4K
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$60K
PMFA
368
Plante Moran Financial Advisors
Michigan
$60K
VCM
369
Versant Capital Management
Arizona
$60K +$62.1K +1,000 New
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$59K
BG
371
Bollard Group
Massachusetts
$55K +$186 +3 +0.3%
AF
372
Advisornet Financial
Minnesota
$50K
CCM
373
Covington Capital Management
California
$42K
SPIA
374
Steward Partners Investment Advisory
New York
$40K +$2.54K +41 +7%
NC
375
NewSquare Capital
Pennsylvania
$38K +$39K +629 New

KRE Hedge Fund Activity: Q1 2018 in Review

416 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2018, worth a combined $4.08B — up 17% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new KRE positions and 62 closed out — a net gain of 11 holders — while 178 added to existing stakes and 100 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $362M. The largest seller was Castle Hook Partners, exiting entirely with an estimated $92.1M sold.

  • 416 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2018, up from 409 in Q4 2017.
  • Funds reported $4.08B of State Street SPDR S&P Regional Banking ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2018 and 62 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2018 was Varma Mutual Pension Insurance Co, an estimated $362M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2018 was Castle Hook Partners, an estimated $92.1M sold.

Based on aggregated 13F filings for Q1 2018.