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State Street SPDR S&P Regional Banking ETF

487 hedge funds and large institutions have $3.91B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 161 increasing their positions, 116 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

54% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 92

39% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 116

23% more capital invested

Capital invested by funds: $3.19B → $3.91B (+$724M)

15.65% more ownership

Funds ownership: 115.7%131.35% (+16%)

9% more funds holding

Funds holding: 447487 (+40)

34% less call options, than puts

Call options by funds: $2.66B | Put options by funds: $4.02B

Holders
487
Holders Change
+40
Holders Change %
+8.95%
% of All Funds
7.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
142
Increased
161
Reduced
116
Closed
92
Calls
$2.66B
Puts
$4.02B
Net Calls
-$1.36B
Net Calls Change
+$825M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
426
Glen Eagle Advisors
New Jersey
$18.1K -$237K -4,182 -91%
BFO
427
Biltmore Family Office
North Carolina
$17.5K
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$17.5K
WOC
429
West Oak Capital
California
$17.5K +$22.7K +400 New
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.8K -$129K -2,280 -86%
ATC
431
Adirondack Trust Company
New York
$16.4K
ICM
432
Islay Capital Management
Texas
$15.4K
MA
433
MCF Advisors
Kentucky
$14.9K +$170 +3 +0.9%
PFBT
434
Parkside Financial Bank & Trust
Missouri
$13.2K -$24.6K -434 -59%
TC
435
Truvestments Capital
Florida
$13.2K
EW
436
Element Wealth
Mississippi
$13.2K +$17K +300 New
TLA
437
Tanglewood Legacy Advisors
Texas
$13.2K +$17K +300 New
HDIM
438
Hanson & Doremus Investment Management
Vermont
$12K -$35.2K -621 -69%
WAS
439
Winch Advisory Services
Wisconsin
$12K +$15.6K +275 New
AA
440
Addison Advisors
Vermont
$11.4K -$8.28K -146 -36%
LC
441
Lindbrook Capital
California
$11.3K -$7.6K -134 -34%
LWANC
442
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9K
BWL
443
Bogart Wealth LLC
Virginia
$10.8K +$11.3K +200 +435%
ACA
444
Aptus Capital Advisors
Alabama
$10.7K +$2.95K +52 +27%
BWA
445
BDO Wealth Advisors
Florida
$10.5K
CIA
446
Cape Investment Advisory
Georgia
$10.4K +$13.4K +237 New
CWC
447
Carolinas Wealth Consulting
North Carolina
$10.4K +$13.4K +236 New
DAC
448
Dividend Assets Capital
South Carolina
$10K
FCG
449
Financial Connections Group
California
$10K +$14.2K +250 New
CFFP
450
Center for Financial Planning
Michigan
$9.21K

KRE Hedge Fund Activity: Q1 2023 in Review

487 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2023, worth a combined $3.91B — up 23% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new KRE positions and 92 closed out — a net gain of 50 holders — while 161 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was UBS Group, cutting an estimated $90.1M.

  • 487 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2023, up from 447 in Q4 2022.
  • Funds reported $3.91B of State Street SPDR S&P Regional Banking ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 142 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2023 and 92 closed out, a net change of +50 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2023 was Morgan Stanley, an estimated $203M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2023 was UBS Group, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2023.