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State Street SPDR S&P Regional Banking ETF

441 hedge funds and large institutions have $5.37B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.36% more ownership

Funds ownership: 99.36%111.72% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 137

5% more capital invested

Capital invested by funds: $5.12B → $5.37B (+$245M)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

2% less funds holding

Funds holding: 448441 (-7)

44% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.6B

Holders
441
Holders Change
-7
Holders Change %
-1.56%
% of All Funds
7.72%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
66
Increased
144
Reduced
137
Closed
67
Calls
$1.46B
Puts
$2.6B
Net Calls
-$1.13B
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
401
Hanson & Doremus Investment Management
Vermont
$19K +$17.7K +275 New
RAM
402
Riggs Asset Management
Pennsylvania
$18K -$194K -3,024 -92%
BWA
403
BDO Wealth Advisors
Florida
$16K -$56.6K -880 -79%
S
404
SignatureFD
Georgia
$15K -$64 -1 -0.5%
AA
405
Ancora Advisors
Ohio
$14K
CFFP
406
Center for Financial Planning
Michigan
$14K
WTC
407
WhitTier Trust Company
Nevada
$14K
RE
408
RBC Europe
United Kingdom
$13.6K +$12.9K +200 New
ACA
409
Aptus Capital Advisors
Alabama
$13K
DAC
410
Dividend Assets Capital
South Carolina
$12K
FPFS
411
First Personal Financial Services
North Carolina
$12K
TAM
412
Tucker Asset Management
Colorado
$11.2K +$10.2K +158 New
EWM
413
Evermay Wealth Management
Virginia
$11K
TAM
414
Townsend Asset Management
North Carolina
$11K
CAL
415
Capital Analysts LLC
Pennsylvania
$10K
CFA
416
Carroll Financial Associates
North Carolina
$10K
MCM
417
MV Capital Management
Maryland
$10K
AC
418
AlphaCore Capital
California
$10K +$9.07K +141 New
BWP
419
Baldwin Wealth Partners
Massachusetts
$7K
FMTCOCP
420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
RCA
421
Ranch Capital Advisors
Florida
$7K
RG
422
Retirement Group
California
$7K +$64 +1 +1%
CFD
423
Creative Financial Designs
Indiana
$7K +$6.24K +97 New
QCG
424
Quadrant Capital Group
Ohio
$6K +$6.04K +94 New
GFPC
425
Global Financial Private Client
Florida
$5.92K

KRE Hedge Fund Activity: Q3 2021 in Review

441 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2021, worth a combined $5.37B — up 4.8% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of KRE and 66 opened new positions — a net loss of 1 holder — while 137 trimmed existing stakes and 144 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $209M. The largest seller was Neuberger Berman Group, cutting an estimated $159M.

  • 441 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2021, down from 448 in Q2 2021.
  • Funds reported $5.37B of State Street SPDR S&P Regional Banking ETF stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 66 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2021 and 67 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $209M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2021 was Neuberger Berman Group, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2021.