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State Street SPDR S&P Regional Banking ETF

430 hedge funds and large institutions have $4.69B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $1.42B

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4.87% more ownership

Funds ownership: 87.14%92.01% (+4.9%)

1% more capital invested

Capital invested by funds: $4.63B → $4.69B (+$55.9M)

1% less funds holding

Funds holding: 433430 (-3)

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

Holders
430
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.83%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
52
Increased
168
Reduced
134
Closed
53
Calls
$2.62B
Puts
$1.42B
Net Calls
+$1.2B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
401
Howe & Rusling
New York
$18K -$14.6K -235 -43%
WT
402
Whittier Trust
California
$18K
MFW
403
Mosaic Family Wealth
Missouri
$17K
KJWM
404
Kiley Juergens Wealth Management
Washington
$17K +$6.23K +100 +53%
BBHC
405
Brown Brothers Harriman & Co
New York
$17K +$8.35K +134 +91%
POIA
406
Pin Oak Investment Advisors
Texas
$16K +$62 +1 +0.4%
GWS
407
Glassman Wealth Services
Virginia
$15K
AIM
408
Advantage Investment Management
Iowa
$12K -$18.6K -299 -60%
BWP
409
Baldwin Wealth Partners
Massachusetts
$12K
CC
410
Claybrook Capital
Massachusetts
$12K
SFG
411
SevenBridge Financial Group
Pennsylvania
$12K
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$11.9K +$12.5K +200 New
RFC
413
Regions Financial Corp
Alabama
$11K
S
414
SignatureFD
Georgia
$11K
GI
415
Gradient Investments
Minnesota
$11K +$9.35K +150 +536%
JWA
416
JFS Wealth Advisors
Pennsylvania
$10K
CFG
417
Citizens Financial Group
Rhode Island
$10K +$9.97K +160 New
AAP
418
Arax Advisory Partners
Colorado
$10K +$10.7K +172 New
WF
419
WealthTrust Fairport
Ohio
$9K +$9.47K +152 New
ICM
420
IMS Capital Management
Oregon
$7K +$7.17K +115 New
ML
421
McAdam LLC
Pennsylvania
$6K
PFPT
422
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K
AA
423
AlphaMark Advisors
Kentucky
$6K +$62 +1 +1%
BAMG
424
Brand Asset Management Group
Missouri
$6K +$6.23K +100 New
WWM
425
Willingdon Wealth Management
North Carolina
$5K -$2.83M -45,403 -100%

KRE Hedge Fund Activity: Q3 2018 in Review

430 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2018, worth a combined $4.69B — up 1.2% from $4.63B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KRE and 52 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 168 added.

The largest buyer was Goldman Sachs, adding an estimated $270M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $302M.

  • 430 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2018, down from 433 in Q2 2018.
  • Funds reported $4.69B of State Street SPDR S&P Regional Banking ETF stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2018 and 53 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2018 was Goldman Sachs, an estimated $270M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2018.