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State Street SPDR S&P Regional Banking ETF

409 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

25% more capital invested

Capital invested by funds: $2.81B → $3.5B (+$692M)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

21% more funds holding

Funds holding: 337409 (+72)

6% less call options, than puts

Call options by funds: $994M | Put options by funds: $1.06B

4.81% less ownership

Funds ownership: 84.39%79.58% (-4.8%)

Holders
409
Holders Change
+72
Holders Change %
+21.36%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
376
Contravisory Investment Management
Massachusetts
$22K
CCMW
377
Cypress Capital Management (Wyoming)
Wyoming
$22K +$21.3K +370 New
AP
378
Atwood & Palmer
Missouri
$21K
WAS
379
Winch Advisory Services
Wisconsin
$21K +$14.7K +256 +269%
BL
380
Balentine LLC
Georgia
$20K
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$19K +$57 +1 +0.3%
WT
382
Whittier Trust
California
$18K
TRCT
383
Tower Research Capital (TRC)
New York
$18K +$4.14K +72 +32%
MWM
384
MinichMacGregor Wealth Management
New York
$17K +$17.2K +300 New
POIA
385
Pin Oak Investment Advisors
Texas
$16K +$15.2K +264 New
RFC
386
Regions Financial Corp
Alabama
$16K +$15.2K +265 New
GWS
387
Glassman Wealth Services
Virginia
$15K
PCM
388
Poehling Capital Management
Wisconsin
$15K +$14.8K +258 New
MFW
389
Mosaic Family Wealth
Missouri
$15K +$15.1K +263 New
CB
390
Community Bank
New York
$13K +$12.9K +225 New
SFG
391
SevenBridge Financial Group
Pennsylvania
$12K
CFA
392
Carroll Financial Associates
North Carolina
$11K -$7.81K -136 -40%
GRP
393
Global Retirement Partners
California
$11K -$5.8K -101 -36%
KJWM
394
Kiley Juergens Wealth Management
Washington
$11K +$10.9K +190 New
RPG
395
Risk Paradigm Group
Texas
$10K +$9.77K +170 New
AWM
396
Avondale Wealth Management
Texas
$10K +$9.77K +170 New
RFM
397
Royal Fund Management
Florida
$9K +$8.85K +154 New
AP
398
Advisors Preferred
Maryland
$9K +$9.08K +158 New
CAM
399
CenterStar Asset Management
Illinois
$7K
BWP
400
Baldwin Wealth Partners
Massachusetts
$6K +$5.75K +100 New

KRE Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2017, worth a combined $3.5B — up 25% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KRE positions and 36 closed out — a net gain of 77 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $135M.

  • 409 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $3.5B of State Street SPDR S&P Regional Banking ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2017 and 36 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2017 was Goldman Sachs, an estimated $152M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2017 was JP Morgan Chase, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.