We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

480 hedge funds and large institutions have $3.72B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

23% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 133

4% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 119

5% less capital invested

Capital invested by funds: $3.91B → $3.72B (-$195M)

1% less funds holding

Funds holding: 487480 (-7)

5.31% less ownership

Funds ownership: 131.35%126.04% (-5.3%)

50% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.83B

Holders
480
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
7.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
114
Increased
163
Reduced
133
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
376
Banque Cantonale Vaudoise
Switzerland
$48K
CFB
377
Cullen/Frost Bankers
Texas
$47.4K
BHWM
378
Beaird Harris Wealth Management
Texas
$46.6K
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$46.2K +$28.4K +691 +156%
AAG
380
Armstrong Advisory Group
Massachusetts
$43.4K
EWM
381
Endurance Wealth Management
Rhode Island
$43K
MIH
382
Meitav Investment House
Israel
$41.7K +$42K +1,023 New
AA
383
Ancora Advisors
Ohio
$41.7K
LFG
384
Larson Financial Group
Missouri
$41.3K +$41.5K +1,011 New
PIAS
385
PCA Investment Advisory Services
Ohio
$41K +$41.2K +1,004 New
VCM
386
Versant Capital Management
Arizona
$40.8K
TLA
387
Tanglewood Legacy Advisors
Texas
$40.8K +$28.7K +700 +233%
DI
388
Disciplined Investments
Oklahoma
$38.1K
BLC
389
Brown, Lisle/Cummings
Rhode Island
$36.7K
WPWM
390
Western Pacific Wealth Management
Illinois
$36.7K +$36.9K +900 New
WP
391
WealthPLAN Partners
Nebraska
$33.9K
MHR
392
Matthew Hamilton Rosenberg
$33.5K
PTC
393
Private Trust Company
Ohio
$32.8K -$92.3K -2,249 -74%
BMCM
394
Black Maple Capital Management
Wisconsin
$32.7K +$24.6K +600 +300%
TWM
395
Tradition Wealth Management
Minnesota
$30K +$6.57K +160 +28%
JWA
396
JFS Wealth Advisors
Pennsylvania
$28.1K
Fidelity Investments
397
Fidelity Investments
Massachusetts
$28K -$67K -1,632 -70%
IRC
398
Investors Research Corp
Georgia
$27.2K
MA
399
MCF Advisors
Kentucky
$26.6K +$12.8K +313 +92%
MFA
400
Morling Financial Advisors
California
$25.2K +$123 +3 +0.5%

KRE Hedge Fund Activity: Q2 2023 in Review

480 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2023, worth a combined $3.72B — down 5% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of KRE and 114 opened new positions — a net loss of 5 holders — while 133 trimmed existing stakes and 163 added.

The largest buyer was UBS Group, adding an estimated $164M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 480 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2023, down from 487 in Q1 2023.
  • Funds reported $3.72B of State Street SPDR S&P Regional Banking ETF stock for Q2 2023, down 5% quarter-over-quarter.
  • 114 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2023 and 119 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2023 was UBS Group, an estimated $164M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2023 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2023.