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State Street SPDR S&P Regional Banking ETF

344 hedge funds and large institutions have $2.92B invested in State Street SPDR S&P Regional Banking ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 368344 (-24)

10% less capital invested

Capital invested by funds: $3.25B → $2.92B (-$335M)

13% less ownership

Funds ownership: 141.84%128.84% (-13%)

34% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 59

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

57% less call options, than puts

Call options by funds: $682M | Put options by funds: $1.59B

66% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 170

Holders
344
Holders Change
-24
Holders Change %
-6.52%
% of All Funds
7.47%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
57
Reduced
170
Closed
59
Calls
$682M
Puts
$1.59B
Net Calls
-$908M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
376
Paloma Partners
Connecticut
-$491K -9,199 Closed
HPC
377
Hobart Private Capital
North Carolina
-$448K -8,725 Closed
FAIM
378
Financial Advocates Investment Management
Washington
-$292K -5,686 Closed
SIA
379
Strategic Investment Advisors
Michigan
-$263K -5,127 Closed
DIA
380
Dana Investment Advisors
Wisconsin
-$261K -5,077 Closed
MG
381
Mather Group
Illinois
-$258K -5,029 Closed
CL
382
Choreo LLC
Illinois
-$253K -4,930 Closed
KWM
383
Kingsview Wealth Management
Oregon
-$244K -4,762 Closed
BRWA
384
B. Riley Wealth Advisors
Florida
-$244K -4,753 Closed
CIM
385
Confluence Investment Management
Missouri
-$244K -4,749 Closed
JIC
386
Johnson Investment Counsel
Ohio
-$207K -4,051 Closed
BF
387
BOK Financial
Oklahoma
-$203K -3,963 Closed
AIC
388
Ameritas Investment Company
Nebraska
-$159K -3,088 Closed
HWA
389
Heritage Wealth Advisors
Virginia
-$86.7K -1,689 Closed
DBT
390
Dubuque Bank & Trust
Iowa
-$82K -1,600 Closed
WAM
391
Wealthspire Advisors (Maryland)
Maryland
-$63K -1,219 Closed
BHWM
392
Bay Harbor Wealth Management
Maryland
-$53K -1,038 Closed
IWP
393
Icon Wealth Partners
Texas
-$36K -700 Closed
PCA
394
Peddock Capital Advisors
Massachusetts
-$28K -551 Closed
LPC
395
Loeb Partners Corp
New York
-$26K -500 Closed
MFW
396
Mosaic Family Wealth
Missouri
-$16K -310 Closed
LF
397
Lee Financial
Texas
-$16K -302 Closed
CH
398
Canton Hathaway
Rhode Island
-$15K -300 Closed
FNC
399
First National Corp
Massachusetts
-$15K -285 Closed
POIA
400
Pin Oak Investment Advisors
Texas
-$14K -270 Closed

KRE Hedge Fund Activity: Q2 2019 in Review

344 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2019, worth a combined $2.92B — down 10% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of KRE and 39 opened new positions — a net loss of 20 holders — while 170 trimmed existing stakes and 57 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $40.1M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 344 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2019, down from 368 in Q1 2019.
  • Funds reported $2.92B of State Street SPDR S&P Regional Banking ETF stock for Q2 2019, down 10% quarter-over-quarter.
  • 39 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2019 and 59 closed out, a net change of -20 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2019 was Bessemer Group, an estimated $40.1M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2019 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2019.