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State Street SPDR S&P Regional Banking ETF

497 hedge funds and large institutions have $5.52B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 178 increasing their positions, 112 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 58

59% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 112

13% more funds holding

Funds holding: 441497 (+56)

1.28% more ownership

Funds ownership: 111.72%113% (+1.3%)

3% more capital invested

Capital invested by funds: $5.37B → $5.52B (+$153M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

31% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.34B

Holders
497
Holders Change
+56
Holders Change %
+12.7%
% of All Funds
7.65%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.2%
New
119
Increased
178
Reduced
112
Closed
58
Calls
$1.62B
Puts
$2.34B
Net Calls
-$722M
Net Calls Change
+$412M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$250K +$32.7K +457 +15%
NAS
352
Nicolet Advisory Services
Wisconsin
$249K +$1K +14 +0.4%
GT
353
Glenmede Trust
Pennsylvania
$247K
LSA
354
Lion Street Advisors
Texas
$247K
IWC
355
Integrated Wealth Concepts
Massachusetts
$246K -$38.5K -538 -13%
E
356
ETFidea
New York
$244K +$247K +3,450 New
CCT
357
Country Club Trust
Missouri
$236K -$33.3K -465 -12%
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$235K +$4.65K +65 +2%
BHWM
359
Bar Harbor Wealth Management
New Hampshire
$234K
VCM
360
Vivaldi Capital Management
Illinois
$233K
Bank of New York Mellon
361
Bank of New York Mellon
New York
$228K -$26.3K -367 -10%
MC
362
Moors & Cabot
Massachusetts
$228K +$230K +3,215 New
AAS
363
Avantax Advisory Services
Texas
$227K +$229K +3,203 New
NWA
364
Navis Wealth Advisors
New York
$225K +$227K +3,176 New
HI
365
Harbour Investments
Wisconsin
$224K +$57.4K +802 +34%
DJYG
366
David J. Yvars Group
Florida
$223K +$644 +9 +0.3%
AFS
367
AFG Fiduciary Services
Massachusetts
$223K +$226K +3,153 New
JWS
368
Juncture Wealth Strategies
Arizona
$221K
APA
369
American Portfolios Advisors
New York
$220K +$72 +1 +0%
WIA
370
World Investment Advisors
California
$220K +$210K +2,942 New
HAS
371
HBW Advisory Services
California
$219K +$221K +3,090 New
FMI
372
Factory Mutual Insurance
Massachusetts
$218K -$1.02M -14,282 -82%
CL
373
COWA LLC
Oklahoma
$214K +$286 +4 +0.1%
KPW
374
Kore Private Wealth
New York
$214K +$216K +3,015 New
BCA
375
Biltmore Capital Advisors
New Jersey
$213K +$215K +3,000 New

KRE Hedge Fund Activity: Q4 2021 in Review

497 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2021, worth a combined $5.52B — up 2.9% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new KRE positions and 58 closed out — a net gain of 61 holders — while 178 added to existing stakes and 112 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $215M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $272M.

  • 497 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2021, up from 441 in Q3 2021.
  • Funds reported $5.52B of State Street SPDR S&P Regional Banking ETF stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 119 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2021 and 58 closed out, a net change of +61 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2021 was Toronto Dominion Bank, an estimated $215M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2021.