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State Street SPDR S&P Regional Banking ETF

480 hedge funds and large institutions have $3.72B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

23% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 133

4% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 119

5% less capital invested

Capital invested by funds: $3.91B → $3.72B (-$195M)

1% less funds holding

Funds holding: 487480 (-7)

5.31% less ownership

Funds ownership: 131.35%126.04% (-5.3%)

50% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.83B

Holders
480
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
7.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
114
Increased
163
Reduced
133
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
426
Lindbrook Capital
California
$10.5K
DJSG
427
D.J. St. Germain
Massachusetts
$10.2K +$10.3K +250 New
LWANC
428
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K
FCG
429
Financial Connections Group
California
$10K
BWA
430
BDO Wealth Advisors
Florida
$9.8K
CIA
431
Cape Investment Advisory
Georgia
$9.77K +$82 +2 +0.8%
SWM
432
Sanctuary Wealth Management
Idaho
$9.39K +$9.44K +230 New
NRC
433
New Republic Capital
North Carolina
$9.27K -$12.3K -300 -57%
CFFP
434
Center for Financial Planning
Michigan
$8.57K
SHIM
435
Stone House Investment Management
Pennsylvania
$8.57K
FPFS
436
First Personal Financial Services
North Carolina
$8.35K +$1.44K +35 +21%
TH
437
TCTC Holdings
Texas
$8.17K
PA
438
PSI Advisors
Florida
$8.17K +$7.59K +185 +1,233%
ACA
439
Aptus Capital Advisors
Alabama
$7.8K -$2.13K -52 -21%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$7.14K -$9.23K -225 -56%
GGI
441
Godsey & Gibb Inc
Virginia
$7.11K
KFI
442
Key Financial Inc
Pennsylvania
$7.02K
DAC
443
Dividend Assets Capital
South Carolina
$7K
TAM
444
Tucker Asset Management
Colorado
$6.45K -$11.9K -289 -65%
EWM
445
Evermay Wealth Management
Virginia
$6.33K
SF
446
Safeguard Financial
Wisconsin
$6K +$6.4K +156 New
PMFA
447
Plante Moran Financial Advisors
Michigan
$5.92K +$5.95K +145 New
CB
448
Centennial Bank
Arkansas
$5.76K +$5.87K +143 New
CWP
449
Concord Wealth Partners
Virginia
$5.72K +$5.75K +140 New
ADL
450
Asset Dedication LLC
California
$5K +$5.33K +130 New

KRE Hedge Fund Activity: Q2 2023 in Review

480 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2023, worth a combined $3.72B — down 5% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of KRE and 114 opened new positions — a net loss of 5 holders — while 133 trimmed existing stakes and 163 added.

The largest buyer was UBS Group, adding an estimated $164M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 480 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2023, down from 487 in Q1 2023.
  • Funds reported $3.72B of State Street SPDR S&P Regional Banking ETF stock for Q2 2023, down 5% quarter-over-quarter.
  • 114 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2023 and 119 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2023 was UBS Group, an estimated $164M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2023 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2023.