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State Street SPDR S&P Regional Banking ETF

430 hedge funds and large institutions have $4.69B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $1.42B

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4.87% more ownership

Funds ownership: 87.14%92.01% (+4.9%)

1% more capital invested

Capital invested by funds: $4.63B → $4.69B (+$55.9M)

1% less funds holding

Funds holding: 433430 (-3)

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

Holders
430
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.83%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
52
Increased
168
Reduced
134
Closed
53
Calls
$2.62B
Puts
$1.42B
Net Calls
+$1.2B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
376
Reilly Financial Advisors
California
$61K +$62.9K +1,009 +10,090%
WIA
377
Westbourne Investment Advisors
Maryland
$60K +$62.6K +1,005 New
CG
378
Cutler Group
California
$59K -$2.94M -47,230 -98%
VCM
379
Versant Capital Management
Arizona
$59K
TC
380
Truvestments Capital
Florida
$58K +$60.8K +975 New
AF
381
Advisornet Financial
Minnesota
$56K -$1.81K -29 -3%
BG
382
Bollard Group
Massachusetts
$54K +$249 +4 +0.4%
TRCT
383
Tower Research Capital (TRC)
New York
$52K -$9.62M -154,335 -99%
VIA
384
Vantage Investment Advisors
Pennsylvania
$52K +$31.2K +500 +133%
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$51K
NFG
386
Next Financial Group
Texas
$50K +$52.8K +847 New
ME
387
McIlrath & Eck
Washington
$49K -$9.85K -158 -16%
RFWA
388
RPg Family Wealth Advisory
Massachusetts
$48.4K
CAM
389
CenterStar Asset Management
Illinois
$48K
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$46K +$46.1K +739 +1,760%
SIM
391
Sonora Investment Management
Arizona
$45K
QCIG
392
Quad-Cities Investment Group
Iowa
$42K -$20.4K -328 -32%
CCM
393
Covington Capital Management
California
$42K
CPIG
394
Chicago Partners Investment Group
Illinois
$42K +$249 +4 +0.5%
BFC
395
Bedel Financial Consulting
Indiana
$33K
SBL
396
Sargent Bickham Lagudis
Colorado
$33K
CFA
397
Carroll Financial Associates
North Carolina
$25K +$14.2K +228 +114%
AP
398
Atwood & Palmer
Missouri
$21K
PMFA
399
Plante Moran Financial Advisors
Michigan
$19K -$31.2K -500 -61%
THWM
400
Taylor Hoffman Wealth Management
Virginia
$19K

KRE Hedge Fund Activity: Q3 2018 in Review

430 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2018, worth a combined $4.69B — up 1.2% from $4.63B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KRE and 52 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 168 added.

The largest buyer was Goldman Sachs, adding an estimated $270M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $302M.

  • 430 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2018, down from 433 in Q2 2018.
  • Funds reported $4.69B of State Street SPDR S&P Regional Banking ETF stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2018 and 53 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2018 was Goldman Sachs, an estimated $270M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2018.