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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
CTC
351
Central Trust Company
Missouri
$136K +$85.1K +1,500 +94%
PTC
352
Private Trust Company
Ohio
$134K +$144K +2,542 +497%
MPM
353
MBB Public Markets
Illinois
$132K -$5.47M -96,409 -97%
CPA
354
Cardiff Park Advisors
California
$131K +$114K +2,008 +206%
Loomis, Sayles & Company
355
Loomis, Sayles & Company
Massachusetts
$129K +$167K +2,939 New
HI
356
Harbour Investments
Wisconsin
$120K +$1.02K +18 +0.7%
AWM
357
Avior Wealth Management
Nebraska
$117K +$17.8K +314 +13%
HPC
358
HM Payson & Co
Maine
$115K
Bessemer Group
359
Bessemer Group
New Jersey
$107K
GWSG
360
GPS Wealth Strategies Group
Colorado
$103K +$133K +2,340 New
Fidelity Investments
361
Fidelity Investments
Massachusetts
$102K -$98.9K -1,743 -43%
SS
362
Sunbelt Securities
Texas
$101K +$132K +2,332 New
PC
363
Pecaut & Co
Iowa
$101K +$130K +2,300 New
OIA
364
Optimum Investment Advisors
Illinois
$100K
C
365
Covestor
United Kingdom
$94K +$67.7K +1,193 +124%
GVAG
366
Great Valley Advisor Group
Delaware
$91.6K -$248K -4,380 -68%
GT
367
Glenmede Trust
Pennsylvania
$91K +$61K +1,075 +108%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$90K +$53.7K +946 +86%
WP
369
WealthShield Partners
North Carolina
$87.7K +$113K +2,000 New
SCA
370
Stonebridge Capital Advisors
Minnesota
$86.5K +$4.08K +72 +4%
AF
371
Advisornet Financial
Minnesota
$86.1K
SWA
372
SOA Wealth Advisors
New York
$82.8K +$104K +1,841 +4,002%
TF
373
Tompkins Financial
New York
$78.9K
AIM
374
Anchor Investment Management
South Carolina
$73.7K +$72.6K +1,280 +320%
TFA
375
Toth Financial Advisory
Virginia
$71K -$434K -7,650 -83%

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.