We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

409 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

25% more capital invested

Capital invested by funds: $2.81B → $3.5B (+$692M)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

21% more funds holding

Funds holding: 337409 (+72)

6% less call options, than puts

Call options by funds: $994M | Put options by funds: $1.06B

4.81% less ownership

Funds ownership: 84.39%79.58% (-4.8%)

Holders
409
Holders Change
+72
Holders Change %
+21.36%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
426
Jane Street
New York
-$816K -14,201 Closed
VCM
427
Verger Capital Management
North Carolina
-$556K -9,800 Closed
SIA
428
Starfire Investment Advisers
Michigan
-$391K -6,900 Closed
ICOA
429
Investment Centers of America
North Dakota
-$360K -6,389 Closed
CAM
430
Concorde Asset Management
Michigan
-$358K -6,302 Closed
FAM
431
Formidable Asset Management
Ohio
-$312K -5,500 Closed
BO
432
Bach Option
Hong Kong
-$297K -5,231 Closed
CI
433
Cavalier Investments
Georgia
-$237K -4,170 Closed
PAM
434
Peak Asset Management
Colorado
-$228K -4,020 Closed
WMSA
435
Weiss Multi-Strategy Advisers
New York
-$219K -3,860 Closed
AFP
436
Ausdal Financial Partners
Iowa
-$204K -3,588 Closed
CAL
437
Capital Analysts LLC
Pennsylvania
-$187K -3,300 Closed
MA
438
MCF Advisors
Kentucky
-$119K -2,103 Closed
AAC
439
Asset Advisors Corp
Georgia
-$48K -850 Closed
SNT
440
Security National Trust
West Virginia
-$32K -570 Closed
BF
441
BOK Financial
Oklahoma
-$22K -379 Closed
BTIS
442
BB&T Investment Services
North Carolina
-$8K -136 Closed
TCOV
443
Trust Company of Vermont
Vermont
-$6K -102 Closed
LWM
444
Lenox Wealth Management
Ohio
-$4K -76 Closed
MCIA
445
Mountain Capital Investment Advisors
Colorado
-$2K -27 Closed
CFD
446
Creative Financial Designs
Indiana
-$287 -5 Closed

KRE Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2017, worth a combined $3.5B — up 25% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KRE positions and 36 closed out — a net gain of 77 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $135M.

  • 409 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $3.5B of State Street SPDR S&P Regional Banking ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2017 and 36 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2017 was Goldman Sachs, an estimated $152M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2017 was JP Morgan Chase, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.