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State Street SPDR S&P Regional Banking ETF

279 hedge funds and large institutions have $1.41B invested in State Street SPDR S&P Regional Banking ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 128 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.57% less ownership

Funds ownership: 131.05%126.48% (-4.6%)

23% less funds holding

Funds holding: 361279 (-82)

45% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 128

46% less capital invested

Capital invested by funds: $2.62B → $1.41B (-$1.21B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

68% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 117

71% less call options, than puts

Call options by funds: $192M | Put options by funds: $654M

Holders
279
Holders Change
-82
Holders Change %
-22.71%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
38
Increased
70
Reduced
128
Closed
117
Calls
$192M
Puts
$654M
Net Calls
-$462M
Net Calls Change
+$635M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
376
Itau Unibanco Holding S.A.
Brazil
-$127K -2,175 Closed
PO
377
Private Ocean
California
-$53K -899 Closed
BWA
378
BDO Wealth Advisors
Florida
-$45K -768 Closed
SIM
379
Sonora Investment Management
Arizona
-$44K -749 Closed
DY
380
Dowling & Yahnke
California
-$35K -600 Closed
TFA
381
Tobias Financial Advisors
Florida
-$34K -590 Closed
NPP
382
New Potomac Partners
Maryland
-$26K -440 Closed
THWM
383
Taylor Hoffman Wealth Management
Virginia
-$19K -321 Closed
BB
384
Busey Bank
Illinois
-$17K -300 Closed
RWG
385
Regal Wealth Group
California
-$16K -278 Closed
AA
386
Advisory Alpha
Michigan
-$13.5K -236 Closed
IIA
387
ICW Investment Advisors
Arizona
-$8K -140 Closed
PCIA
388
Prime Capital Investment Advisors
Kansas
-$7K -119 Closed
TI
389
tru Independence
Oregon
-$4K -110 Closed
AA
390
AlphaMark Advisors
Kentucky
-$6K -105 Closed
AIC
391
Archer Investment Corporation
Indiana
-$6K -100 Closed
VCP
392
Verus Capital Partners
Arizona
-$6K -100 Closed
AAMA
393
Advanced Asset Management Advisors
Ohio
-$5K -84 Closed
CAAS
394
Capital Asset Advisory Services
Michigan
-$4K -75 Closed
LAS
395
Lloyd Advisory Services
Georgia
-$4K -64 Closed
IWA
396
Intercontinental Wealth Advisors
Texas
-$1K -20 Closed
SHWM
397
Silicon Hills Wealth Management
Texas
-$14 -1 Closed

KRE Hedge Fund Activity: Q1 2020 in Review

279 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2020, worth a combined $1.41B — down 46% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of KRE and 38 opened new positions — a net loss of 79 holders — while 128 trimmed existing stakes and 70 added.

The largest buyer was Morgan Stanley, adding an estimated $247M. The largest seller was Bank of Nova Scotia, cutting an estimated $245M.

  • 279 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2020, down from 361 in Q4 2019.
  • Funds reported $1.41B of State Street SPDR S&P Regional Banking ETF stock for Q1 2020, down 46% quarter-over-quarter.
  • 38 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2020 and 117 closed out, a net change of -79 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2020 was Morgan Stanley, an estimated $247M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2020 was Bank of Nova Scotia, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2020.