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State Street SPDR S&P Regional Banking ETF

433 hedge funds and large institutions have $4.63B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 188 increasing their positions, 107 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $2.84B | Put options by funds: $1.25B

76% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 107

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

13% more capital invested

Capital invested by funds: $4.08B → $4.63B (+$549M)

6.99% more ownership

Funds ownership: 80.15%87.14% (+7%)

4% more funds holding

Funds holding: 416433 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
9.91%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
74
Increased
188
Reduced
107
Closed
56
Calls
$2.84B
Puts
$1.25B
Net Calls
+$1.58B
Net Calls Change
+$764M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
401
Contravisory Investment Management
Massachusetts
$23K
VIA
402
Vantage Investment Advisors
Pennsylvania
$23K +$18.8K +300 +400%
AP
403
Atwood & Palmer
Missouri
$21K
THWM
404
Taylor Hoffman Wealth Management
Virginia
$20K
WT
405
Whittier Trust
California
$19K
MFW
406
Mosaic Family Wealth
Missouri
$19K +$63 +1 +0.3%
PCM
407
Poehling Capital Management
Wisconsin
$16K
POIA
408
Pin Oak Investment Advisors
Texas
$16K +$63 +1 +0.4%
GWS
409
Glassman Wealth Services
Virginia
$15K
S
410
SignatureFD
Georgia
$12K -$96.4K -1,537 -89%
BWP
411
Baldwin Wealth Partners
Massachusetts
$12K
CFA
412
Carroll Financial Associates
North Carolina
$12K
CC
413
Claybrook Capital
Massachusetts
$12K
SFG
414
SevenBridge Financial Group
Pennsylvania
$12K
RFC
415
Regions Financial Corp
Alabama
$11K
KJWM
416
Kiley Juergens Wealth Management
Washington
$11K +$11.9K +190 New
JWA
417
JFS Wealth Advisors
Pennsylvania
$10K +$10.5K +167 New
SQA
418
Simon Quick Advisors
New Jersey
$10K +$11K +175 New
BBHC
419
Brown Brothers Harriman & Co
New York
$9K +$9.28K +148 New
TWA
420
TCI Wealth Advisors
Arizona
$7K +$7.4K +118 New
AA
421
AlphaMark Advisors
Kentucky
$6K
PFPT
422
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K
ML
423
McAdam LLC
Pennsylvania
$6K +$5.71K +91 +1,517%
GFP
424
Gryphon Financial Partners
Ohio
$6K +$6.27K +100 New
SFM
425
Signet Financial Management
New Jersey
$6K +$6.27K +100 New

KRE Hedge Fund Activity: Q2 2018 in Review

433 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2018, worth a combined $4.63B — up 13% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new KRE positions and 56 closed out — a net gain of 18 holders — while 188 added to existing stakes and 107 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $214M. The largest seller was Tilden Park Management I, exiting entirely with an estimated $140M sold.

  • 433 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2018, up from 416 in Q1 2018.
  • Funds reported $4.63B of State Street SPDR S&P Regional Banking ETF stock for Q2 2018, up 13% quarter-over-quarter.
  • 74 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2018 and 56 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2018 was Deutsche Bank, an estimated $214M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2018 was Tilden Park Management I, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2018.