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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
SFBLI
451
Southern Farm Bureau Life Insurance
Mississippi
-$5.16M -78,779 Closed
SMG
452
Spectrum Management Group
Indiana
-$4.52M -68,989 Closed
Verition Fund Management
453
Verition Fund Management
Connecticut
-$4.44M -67,792 Closed
HF
454
HRT Financial
New York
-$3.23M -49,235 Closed
FWA
455
FOCUS Wealth Advisors
Texas
-$2.98M -45,488 Closed
DAS
456
Dynamic Advisor Solutions
Arizona
-$2.36M -35,989 Closed
SWA
457
Stratos Wealth Advisors
Ohio
-$2.27M -34,572 Closed
KA
458
Kerrisdale Advisers
Florida
-$1.64M -25,000 Closed
PP
459
Paloma Partners
Connecticut
-$1.54M -23,474 Closed
TW
460
Transform Wealth
Colorado
-$1.19M -18,113 Closed
WDL
461
Well Done LLC
Michigan
-$1.05M -16,062 Closed
PP
462
Professional Planning
California
-$996K -15,212 Closed
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
-$818K -12,476 Closed
KWM
464
Kingsview Wealth Management
Oregon
-$665K -10,057 Closed
SC
465
Shay Capital
New York
-$655K -10,000 Closed
AFWM
466
AMJ Financial Wealth Management
Virginia
-$644K -9,824 Closed
TSS
467
Two Sigma Securities
New York
-$620K -9,646 Closed
BCM
468
Bayesian Capital Management
New York
-$594K -9,060 Closed
GP
469
Geneva Partners
Wisconsin
-$567K -8,654 Closed
KPWG
470
KFA Private Wealth Group
Virginia
-$521K -7,948 Closed
RVM
471
Robinson Value Management
Texas
-$446K -6,813 Closed
OPWM
472
Oakwell Private Wealth Management
Texas
-$381K -5,821 Closed
OPS
473
Orion Portfolio Solutions
Nebraska
-$299K -4,565 Closed
TP
474
Tranquility Partners
Tennessee
-$297K -4,535 Closed
MAFM
475
Mid Atlantic Financial Management
Pennsylvania
-$294K -4,486 Closed

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.