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State Street SPDR S&P Regional Banking ETF

448 hedge funds and large institutions have $5.12B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 171 increasing their positions, 119 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 119

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

12% more capital invested

Capital invested by funds: $4.58B → $5.12B (+$546M)

2.44% more ownership

Funds ownership: 96.92%99.36% (+2.4%)

2% more funds holding

Funds holding: 438448 (+10)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

59% less call options, than puts

Call options by funds: $715M | Put options by funds: $1.74B

Holders
448
Holders Change
+10
Holders Change %
+2.28%
% of All Funds
7.8%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
69
Increased
171
Reduced
119
Closed
54
Calls
$715M
Puts
$1.74B
Net Calls
-$1.02B
Net Calls Change
-$567M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
376
Bartlett & Co
Ohio
$46K +$18.1K +265 +61%
BCWM
377
Bartlett & Co Wealth Management
Ohio
$45.6K +$18.1K +265 +61%
ME
378
McIlrath & Eck
Washington
$44K
IRC
379
Investors Research Corp
Georgia
$44K +$21.6K +316 +90%
AF
380
Advisornet Financial
Minnesota
$43K
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$42K
PP
382
Pacifica Partners
Canada
$41K +$3.42K +50 +8%
BW
383
Bison Wealth
Georgia
$41K +$16.6K +243 +63%
SWM
384
Selective Wealth Management
Virginia
$39K +$41K +600 New
SMA
385
Sage Mountain Advisors
Georgia
$37K
BG
386
Bollard Group
Massachusetts
$37K +$137 +2 +0.4%
FCA
387
FinTrust Capital Advisors
South Carolina
$36K
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$36K +$37.3K +546 New
PFBT
389
Parkside Financial Bank & Trust
Missouri
$35K
PMFA
390
Plante Moran Financial Advisors
Michigan
$34K
EVM
391
Eaton Vance Management
Massachusetts
$33K
LC
392
Lindbrook Capital
California
$30K
AIM
393
Anchor Investment Management
South Carolina
$26.2K
IBOK
394
Independence Bank of Kentucky
Kentucky
$26K
SIM
395
Sonora Investment Management
Arizona
$26K
TWM
396
Tradition Wealth Management
Minnesota
$26K +$137 +2 +0.5%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$26K +$27.3K +400 New
FHC
398
First Horizon Corporation
Tennessee
$23K
ICM
399
Islay Capital Management
Texas
$23K
VNA
400
Valley National Advisers
Pennsylvania
$22K -$615 -9 -3%

KRE Hedge Fund Activity: Q2 2021 in Review

448 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2021, worth a combined $5.12B — up 12% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new KRE positions and 54 closed out — a net gain of 15 holders — while 171 added to existing stakes and 119 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $251M. The largest seller was Jane Street, cutting an estimated $117M.

  • 448 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2021, up from 438 in Q1 2021.
  • Funds reported $5.12B of State Street SPDR S&P Regional Banking ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 69 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2021 and 54 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2021 was Goldman Sachs, an estimated $251M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2021 was Jane Street, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2021.