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State Street SPDR S&P Regional Banking ETF

487 hedge funds and large institutions have $3.91B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 161 increasing their positions, 116 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

54% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 92

39% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 116

23% more capital invested

Capital invested by funds: $3.19B → $3.91B (+$724M)

15.65% more ownership

Funds ownership: 115.7%131.35% (+16%)

9% more funds holding

Funds holding: 447487 (+40)

34% less call options, than puts

Call options by funds: $2.66B | Put options by funds: $4.02B

Holders
487
Holders Change
+40
Holders Change %
+8.95%
% of All Funds
7.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
142
Increased
161
Reduced
116
Closed
92
Calls
$2.66B
Puts
$4.02B
Net Calls
-$1.36B
Net Calls Change
+$825M
Name Holding Trade Value Shares
Change
Change in
Stake
EL
376
EMFO LLC
Florida
$69.1K
HCM
377
Highlander Capital Management
New Jersey
$66K +$85.1K +1,500 New
HIA
378
Harbor Investment Advisory
Maryland
$65.8K +$68.1K +1,200 +400%
DIP
379
DT Investment Partners
Pennsylvania
$58K
GFWA
380
Grey Fox Wealth Advisors
Delaware
$53.3K +$68.9K +1,215 New
BA
381
Bristlecone Advisors
Washington
$53.1K +$68.6K +1,210 New
AA
382
AlphaMark Advisors
Kentucky
$53K +$68.1K +1,200 New
BCV
383
Banque Cantonale Vaudoise
Switzerland
$52K -$372K -6,564 -85%
GRP
384
Global Retirement Partners
California
$51.8K +$964 +17 +1%
GA
385
GoalVest Advisory
New York
$51.6K +$66.8K +1,178 New
CFB
386
Cullen/Frost Bankers
Texas
$50.9K -$13.8K -243 -17%
BHWM
387
Beaird Harris Wealth Management
Texas
$50.1K +$64.8K +1,142 New
WT
388
Whittier Trust
California
$48.7K -$11.7K -207 -16%
AAG
389
Armstrong Advisory Group
Massachusetts
$46.7K
EWM
390
Endurance Wealth Management
Rhode Island
$46K +$59K +1,040 New
AA
391
Ancora Advisors
Ohio
$44.8K +$42.5K +750 +277%
VCM
392
Versant Capital Management
Arizona
$43.9K
DI
393
Disciplined Investments
Oklahoma
$40.9K
FIA
394
FNY Investment Advisers
New York
$40K +$52.1K +919 New
BLC
395
Brown, Lisle/Cummings
Rhode Island
$39.5K +$51.1K +900 New
RFA
396
Register Financial Advisors
Georgia
$37.8K +$284 +5 +0.6%
WP
397
WealthPLAN Partners
Nebraska
$36.4K +$47.1K +830 New
MHR
398
Matthew Hamilton Rosenberg
$36K
WB
399
Webster Bank
Connecticut
$35.8K
S
400
SignatureFD
Georgia
$30.7K +$34K +600 +600%

KRE Hedge Fund Activity: Q1 2023 in Review

487 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2023, worth a combined $3.91B — up 23% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new KRE positions and 92 closed out — a net gain of 50 holders — while 161 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was UBS Group, cutting an estimated $90.1M.

  • 487 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2023, up from 447 in Q4 2022.
  • Funds reported $3.91B of State Street SPDR S&P Regional Banking ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 142 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2023 and 92 closed out, a net change of +50 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2023 was Morgan Stanley, an estimated $203M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2023 was UBS Group, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2023.